Financial Adviser

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

Job summary

A leading fintech financial advisory business in the UK is seeking financial advisers to join their team. With access to cutting-edge technology and comprehensive support, advisers will enhance client services and maximize their earnings through generous revenue splits. Ideal candidates will hold a Level 4 qualification in financial planning and an active SPS.

Benefits

Generous revenue and commission splits

Full admin and paraplanning support

Professional indemnity insurance cover

Lead support for new business

Marketing support

Access to third-party integrated software

Qualifications

• Minimum Level 4 qualification in financial planning required.
• Active Statement of Professional Standing (SPS) needed.
• Experience levels varied; CAS status considered.

Responsibilities

• Provide financial advisory services including pensions, investments, and tax planning.
• Utilize proprietary technology for client interactions and support.
• Develop new business opportunities with full admin support.

Skills

Financial Planning

Client Relationship Management

Business Development

Education

Level 4 Qualification in Financial Planning

Tools

CRM Software

AI Solutions

Docusign

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.