Financial Adviser

JR United Kingdom; Hemel Hempstead; On-site; GBP 40,000 - 80,000; Full time

Job summary

Une entreprise de conseil financier innovante au Royaume-Uni recherche des conseillers financiers pour rejoindre leur équipe dynamique. Fintuity offre un soutien complet en matière de conformité et de développement commercial, tout en utilisant une technologie de pointe pour faciliter l'interaction avec les clients. Cette opportunité s'adresse aux conseillers avec un niveau minimum de qualification en planification financière et une volonté de travailler dans un environnement axé sur la performance.

Benefits

Soutien administratif complet

Accès intégral aux technologies de la société

Soutien en développement commercial et marketing

Qualifications

• Doit avoir une qualification minimum de niveau 4 en planification financière.
• Statut professionnel actif (SPS) requis.
• Expérience variée acceptée.

Responsibilities

• Fournir des conseils financiers à une clientèle diversifiée.
• Utiliser la technologie pour optimiser les interactions avec les clients.
• Développer des affaires et assurer le respect des réglementations.

Skills

Planification financière

Développement commercial

Gestion de la conformité

Education

Qualification niveau 4 en planification financière

Tools

Tech Stack (AI, CRM, docusign, etc.)

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.