Financial Adviser

JR United Kingdom; Maidstone; On-site; GBP 45,000 - 80,000; Full time

Job summary

Une entreprise de conseil financier innovante au Royaume-Uni, recherche des conseillers financiers pour rejoindre son équipe croissante. Avec l'accès à une plateforme technologique propriétaire, vous bénéficierez d'un soutien complet en matière de conformité, de technologies et de marketing pour maximiser votre potentiel de revenus.

Benefits

Partage de revenus généreux

Soutien administratif complet

Assurance responsabilité professionnelle

Soutien au développement commercial

Qualifications

• Conseiller financier avec qualification niveau 4 et SPS actif.
• Expérience dans diverses plateformes de conseil est un plus.

Responsibilities

• Fournir des conseils financiers sur divers produits.
• Développer des affaires et gérer des relations clients.

Skills

Conseil financier

Développement commercial

Planification fiscale

Education

Qualification niveau 4 en planification financière

Tools

CRM

Solutions IA

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.