Financial Adviser

JR United Kingdom; Basildon; Remote; GBP 30,000 - 60,000; Full time

Job summary

A leading fintech financial advisory business in the UK is seeking experienced financial advisers to join their innovative team. The role involves providing a range of financial advisory services through a unique tech platform that enhances efficiency while still allowing for personal client interactions. Advisers will benefit from generous commission splits, full administrative support, and access to advanced technological tools. Candidates must hold a Level 4 qualification in financial planning and have an active statement of professional standing.

Benefits

Generous revenue and commission splits

Full admin and paraplanning support

Compliance support and indemnity insurance

Lead support for new business

Business development and marketing support

Access to proprietary tech stack

Qualifications

• Advisers must hold a minimum level 4 qualification in financial planning.
• Active statement of professional standing (SPS) required.
• Various experience levels and CAS status will be considered.

Responsibilities

• Provide financial advice across pensions, investments, and tax planning.
• Utilize technology to enhance client interactions and services.
• Support business development and marketing initiatives.

Skills

Client Communication

Financial Planning

Business Development

Compliance Knowledge

Education

Level 4 qualification in financial planning

Tools

CRM software

Zoom

AI solutions

Job description

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Fed up of the same financial advisory opportunities from the same companies doing business the same way they were in 2005?

As a fintech financial advisory business, we utilise technology so our advisers can spend as much time as possible speaking to clients making us the leading hybrid Independent Financial Adviser (IFA) in the United Kingdom.

Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax planning and mortgage advice to clients across the UK. The key difference is the efficiency of our tech platform helps us offer significant savings via a service that is direct to clients and on demand with full remote digital integration, while still facilitating face to face advice where more appropriate.

We are currently recruiting financial advisers to join our team and work under the growing Fintuity brand with full access to our proprietary technology. We provide:

• Generous revenue, bonus and commission splits
• Full admin and paraplanning support
• Full compliance support and professional indemnity insurance cover
• Lead support for new business
• Business development and marketing support
• Independent and whole of market business opportunities
• Access to our tech stack (client side, adviser side and introducer portal)
• Third party software access included and fully integrated via our tech platform (AI solutions, CRM, docusign, email, call recording, automated KYC checks and zoom amongst other elements)

Advisers must hold a minimum level 4 qualification in financial planning and have an active statement of professional standing (SPS). Various levels of experience and CAS status will be entertained.