Financial Adviser

JR United Kingdom; Cheltenham; On-site; GBP 50,000 - 60,000; Full time

Job summary

A cutting-edge fintech financial advisory business seeks financial advisers to join their expanding team. As a hybrid Independent Financial Adviser (IFA), you'll leverage advanced technology to deliver personalized financial services directly to clients across the UK. In addition to generous compensation packages and support structures, you'll enjoy access to innovative tech tools that streamline client interactions and foster business growth.

Benefits

Generous revenue, bonus and commission splits

Full admin and paraplanning support

Compliance support and professional indemnity insurance

Lead support for new business

Business development and marketing support

Qualifications

• Advisers must hold a minimum level 4 qualification in financial planning.
• Active statement of professional standing (SPS) required.
• Various levels of experience acceptable.

Responsibilities

• Provide pensions, protection, investments, tax planning, and mortgage advice.
• Utilize tech platform for direct client service and on-demand support.
• Receive full admin, paraplanning, and compliance support.

Skills

Client Communication

Financial Planning

Business Development

Technology Integration

Education

Minimum Level 4 Qualification in Financial Planning

Tools

CRM

AI Solutions

DocuSign

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.