Financial Adviser

JR United Kingdom; Belfast; On-site; GBP 30,000 - 60,000; Full time

Job summary

A fintech financial advisory business in the UK is seeking financial advisers to join their growing team. With access to a proprietary tech platform that enhances client interactions, you will deliver efficient financial services. This role requires a minimum level 4 qualification in financial planning and offers generous revenue, bonus, and commission splits alongside comprehensive support.

Benefits

Generous revenue, bonus and commission splits

Full admin and paraplanning support

Professional indemnity insurance cover

Lead support for new business

Business development and marketing support

Independent business opportunities

Access to tech stack

Qualifications

• Minimum level 4 qualification in financial planning required.
• Active statement of professional standing (SPS) necessary.
• Various levels of experience accepted.

Responsibilities

• Provide financial advice and support to clients.
• Utilise technology to enhance client interactions.
• Work with full admin and paraplanning support.

Skills

Client communication

Financial planning

Business development

Education

Level 4 qualification in financial planning

Tools

CRM

Docusign

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.