Financial Adviser

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

Job summary

A leading fintech financial advisory company in the UK is recruiting financial advisers to join their growing team. This role offers access to proprietary technology, generous revenue sharing, and substantial support in compliance and business development. Advisers are expected to hold necessary qualifications and engage in providing tailored financial advice to clients, leveraging technology for optimized service delivery.

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

Access to third-party software fully integrated

Qualifications

• Advisers must hold an active statement of professional standing (SPS).
• Various levels of experience will be considered.
• Independent and whole-of-market opportunities available.

Responsibilities

• Work under the Fintuity brand offering financial advisory services.
• Utilize proprietary technology to provide efficient client support.
• Engage in business development with full admin and compliance support.

Skills

Client communication

Sales and marketing

Financial planning

Compliance

Technology integration

Education

Minimum Level 4 qualification in financial planning

Tools

CRM

DocuSign

AI solutions

Job description

Social network you want to login/join with:

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.