Financial Adviser

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

Job summary

A fintech financial advisory business is seeking financial advisers to join their growing team. You will utilize advanced technology for efficient client interactions while offering various financial services. The role requires a Level 4 financial planning qualification and provides extensive support to facilitate business growth.

Benefits

Generous revenue, bonus and commission splits

Full admin and paraplanning support

Full compliance support and professional indemnity insurance

Lead support for new business

Business development and marketing support

Access to proprietary technology

Integrated third party software

Qualifications

• Minimum Level 4 qualification in financial planning required.
• Active Statement of Professional Standing (SPS) is mandatory.
• Various experience levels and CAS statuses entertained.

Responsibilities

• Provide a range of financial advisory services including pensions, investments, and tax planning.
• Utilize proprietary technology to assist clients effectively.
• Work under the Fintuity brand with full access to support services.

Skills

Financial planning

Client communication

Business development

Technology integration

Education

Level 4 qualification in financial planning

Tools

CRM

AI solutions

DocuSign

Zoom

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.