Financial Adviser

JR United Kingdom; Portsmouth; On-site; GBP 35,000 - 60,000; Full time

Job summary

A fintech financial advisory firm is seeking financial advisers to join their team. With a focus on leveraging technology for efficiency, they offer clients a range of services including pensions, investments, and more. Advisers will benefit from generous support and commission structures while delivering on-demand and face-to-face advice.

Benefits

Generous revenue, bonus, and commission splits

Full admin and paraplanning support

Professional indemnity insurance coverage

Lead support for new business

Business development and marketing support

Independent business opportunities

Access to tech stack

Qualifications

• Must hold a minimum Level 4 qualification in financial planning.
• Active Statement of Professional Standing (SPS) required.
• Experience levels and CAS status will be considered.

Responsibilities

• Utilize technology to provide financial advisory services.
• Engage with clients on pensions, investments, and tax planning.
• Work under the Fintuity brand with full tech access.

Skills

Client relationship management

Financial planning

Use of technology in finance

Education

Level 4 qualification in financial planning

Tools

DocuSign

CRM

Zoom

Job description

Social network you want to login/join with:

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Client:

Fintuity

Location:

Portsmouth, Hampshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

10.06.2025

Expiry Date:

25.07.2025

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Job Description:

Fed up with 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 utilize technology so our advisers can spend more time 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 our tech platform's efficiency, which helps us offer significant savings via a direct-to-client, on-demand service with full remote digital integration, while still facilitating face-to-face advice when 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 among 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 considered.