Financial Adviser

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

Job summary

A leading fintech financial advisory business in the UK seeks financial advisers to join their team under the Fintuity brand. The role offers access to proprietary technology, support for business development, and independent opportunities in the financial market.

Benefits

Generous revenue, bonus and commission splits

Full admin and paraplanning support

Compliance support and professional indemnity insurance cover

Lead support for new business

Business development and marketing support

Access to tech stack for advisory and client management

Qualifications

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

Responsibilities

• Provide comprehensive financial advisory services, including pensions and tax planning.
• Utilize proprietary technology to enhance client interactions and service delivery.
• Gain business through lead support and professional marketing assistance.

Skills

Client Relationship Management

Financial Planning

Technology Utilization

Education

Level 4 qualification in financial planning

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.