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Job Title


Independent Financial Advisor


Company : Cameron James Pension Transfer


Location : southampton, south east england


Created : 2025-04-28


Job Type : Full Time


Job Description

Join Cameron James as an Independent Financial Adviser!Are you a driven IFA with long-term career aspirations? Cameron James, is a modern company licensed by FCA (UK), SEC (USA), CySEC (EU), and GFSC, providing financial advice to clients in over 35 countries, with a strong focus on the UK market.Why Cameron James?Marketing Powerhouse: Our extensive marketing efforts generate50k-5M warm, qualified leads daily. New IFAs have handled 1.6M DC cases within weeks of starting.Transparency Of Lead Allocation: No hidden conversations or leads. Every IFA knows every lead, and we assign leads based on suitability and work ethic.Client Respect: With 195+ Google 5-star reviews and strong online presence, they value our advice before they even reach out to us. Take a look and see for yourself (https://www.youtube.com/c/CameronJamesPensionTransfer/videos).Success At CJ: Hard work and technical knowledge are essential.High-quality, client-focused advice. Doing what is right for clients above all else.Soft skills are crucial to building trust and rapport with clients.We will help you improve every aspect of your meetings to ensure the right customeroutcomes.What You Get: Leads - Transparent leads system (50k-5M) top-ranking SEO website (www.cjfinance.co.uk).AUM - Opportunity to build AUM on an ongoing fee basis.Founder & CEO - One-on-one training with our IFA & CEO (15 years experience).Sales Manager - One-on-one training with our Sales Manager (20 years).External Business Coach - Weekly session paid by CJ.Fully Remote Work - No office days requirement.Serious Admin - Over 20+ admin staff .Experience & Qualifications: RDR Level 4 Qualification (Minimum).US Series 65 Exam (a bonus).CFA Exams or CFA Candidate (a bonus).IFA experience and client bank (a bonus).Responsibilities: Advise on UK DC Pension Transfers.Assist with UK DB Pensions with authorised and regulated PTS FirmKnowledge & Learn of SIPPs, International SIPPs, QROPS, QNUPS.Solid understanding of UK Protection, ISA, JISA, Junior SIPP, Bonds and IHT planning.Apply Now: We get plenty of applications, so make your application stand out.Send an email explaining who you are, or a video telling us why you want to join Cameron JamesContact available at ceo@cjfinance.co.uk and barry.howard@cjfinance.co.uk