Financial Adviser

JR United Kingdom; City of Edinburgh; Remote; GBP 30,000 - 50,000; Full time

Job summary

A leading fintech financial advisory firm seeks qualified financial advisers to join and enhance the Fintuity brand. With a strong tech platform, advisers are supported through comprehensive administrative and business development resources, allowing for optimal client engagement. Join a dynamic team that champions innovation in the advisory space.

Benefits

Generous revenue, bonus and commission splits

Full admin and paraplanning support

Professional indemnity insurance cover

Lead support for new business

Qualifications

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

Responsibilities

• Provide financial advisory services including pensions, protection, investments, tax planning, and mortgages.
• Utilize technology for efficient client interactions.
• Access to tech stack for client and adviser use.

Skills

Financial planning

Client engagement

Business development

Education

Minimum level 4 qualification

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.