Financial Adviser

JR United Kingdom; Sheffield; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading fintech financial advisory firm in the UK is seeking Financial Advisers to enhance client advisory services using innovative technology. Join a team that offers ample support, competitive revenue splits, and independence in a thriving remote-first model, where you can significantly impact your clients' financial success.

Benefits

Generous revenue and commission splits

Full administrative support

Professional indemnity insurance

Lead generation support

Business development assistance

Full access to tech platform

Qualifications

• Minimum level 4 qualification in financial planning required.
• Active statement of professional standing (SPS) is necessary.
• Candidates with various levels of experience welcomed.

Responsibilities

• Provide a wide range of financial advisory services including taxes and investments.
• Utilize proprietary technology to enhance client engagement.
• Develop new business opportunities and collaborate with clients.

Skills

Client Interaction

Financial Planning

Business Development

Education

Level 4 Qualification in Financial Planning

Tools

CRM Software

DocuSign

AI Solutions

Job description

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Financial Adviser, Sheffield, South Yorkshire

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Client:

Fintuity

Location:

Sheffield, South Yorkshire, 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. Our tech platform's efficiency helps us provide significant savings via a direct-to-client, on-demand service with full remote digital integration, while still facilitating face-to-face advice where appropriate.

We are recruiting financial advisers to join our team and work under the growing Fintuity brand with full access to our proprietary technology. We offer:

• 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 included and fully integrated via our tech platform (AI solutions, CRM, DocuSign, email, call recording, automated KYC checks, Zoom, among others)

Advisers must hold a minimum level 4 qualification in financial planning and have an active statement of professional standing (SPS). We welcome applicants with various levels of experience and CAS status.