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- Tasks: Join a fintech team as a Financial Advisor, supporting clients with innovative financial planning solutions.
- Company: Be part of a thriving fintech business disrupting the UK financial planning market with smart technology.
- Benefits: Enjoy a home-based role, competitive salary, bonus scheme, and equity options after 12 months.
- Why this job: Make a real impact in financial planning while working remotely and helping underserved clients.
- Qualifications: Must hold a Level 4 Diploma in Financial Planning; open to all experience levels.
- Other info: No pressure to self-generate clients; leads provided through partnerships.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a fintech business looking to recruit home-based, employed Financial Advisors to join their exciting business, disrupting the UK financial planning market. They are proud advocates of utilising their smart, proprietary technology; their B-Corp status and their mission to provide affordable financial planning to clients. The business is thriving having successfully achieved seed funding with the technology in place and 4,000 clients already on board! They are now ready to expand their team of Financial Advisors to meet the rapid growth, as they have several institutions engaged in introducing leads/clients to the business.
Being a fintech, their Financial Advisors are in a unique position to benefit from their proprietary technology, which undertakes a huge amount of the heavy lifting throughout the whole advice process and relationship management process, powered by their app. The business operates two models:
- The lower tier receives AI lead solutions through conversational AI and intelligent automation, on an affordable but effective basis, with access to request ‘advice on demand’ from their team of qualified Financial Advisors.
- The higher tier receives the ‘traditional’ IFA service with ongoing service agreements in place to review their financial planning needs.
The beauty of their technology is it enables them to help all clients, with no minimum or maximum, with no barrier on location across the UK, due to advice being delivered remotely. The typical client you will be supporting is the underserved mass affluent market and HNW clients through their traditional service, whilst also helping clients with advice on demand.
There is no pressure to self-generate clients due to the leads available, however our client is looking for individuals aligned with their mission and by nature spread the word to their community and network, which should in turn generate leads. If you have transferable clients (free of restrictive covenants), there is opportunity to receive a cash/equity deal for joining and the usual employed Financial Advisor package.
Financial Advisors Requirements:
- You must be passionate about their mission to revolutionise the personal financial sector with the aim of creating a brighter financial future for all.
- You must hold full Level 4 Diploma in Financial Planning or equivalent.
- Our client is open to Junior Financial Advisors through to Financial Planning Directors.
- Individuals with transferable clients (free of restrictive covenants) would be advantageous.
Financial Advisor Benefits:
- Employed role with salary depending on experience.
- Bonus scheme more focused on behavioural outcomes and delivering great service regardless of client value.
- All employees become part of their EMI scheme with equity after 12 months.
- Home based role with occasional travel to their offices in London for team meetings.
Financial Advisor employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Familiarise yourself with the fintech landscape, especially in the UK. Understanding how technology is reshaping financial planning will not only help you during interviews but also show your genuine interest in the company's mission.
✨Tip Number 2
Network with current Financial Advisors or professionals in the fintech space. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when discussing your fit for the role.
✨Tip Number 3
Prepare to discuss how your values align with the company's mission of providing affordable financial planning. Be ready to share examples of how you've contributed to similar goals in your previous roles.
✨Tip Number 4
Highlight any experience you have with AI or technology in financial services. Since the company leverages proprietary technology, demonstrating your comfort and familiarity with tech-driven solutions can set you apart from other candidates.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Company: Familiarise yourself with the fintech business and its mission to disrupt the UK financial planning market. Highlight your alignment with their values and how you can contribute to their goal of providing affordable financial planning.
Tailor Your CV: Ensure your CV reflects your qualifications, particularly your Level 4 Diploma in Financial Planning or equivalent. Emphasise any experience you have with technology in financial services and your ability to work with underserved markets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for revolutionising the personal financial sector. Mention any transferable clients you may have and express your enthusiasm for the opportunity to join a company that values innovation and client service.
Highlight Relevant Experience: In your application, detail your previous roles as a Financial Advisor, focusing on your experience with client management and any success stories that demonstrate your ability to deliver great service. This will help you stand out as a candidate who can thrive in their environment.
How to prepare for a job interview at Sahasraa Solutions
✨Understand the Company’s Mission
Before your interview, make sure you fully grasp the company's mission to revolutionise the personal financial sector. Be prepared to discuss how your values align with theirs and how you can contribute to creating a brighter financial future for all.
✨Showcase Your Qualifications
Highlight your Level 4 Diploma in Financial Planning or equivalent during the interview. If you have experience as a Junior Financial Advisor or even as a Financial Planning Director, be ready to share specific examples of your past successes and how they relate to the role.
✨Familiarise Yourself with Their Technology
Since the company prides itself on its proprietary technology, take some time to understand how it works and how it benefits both advisors and clients. Being able to discuss this in your interview will demonstrate your enthusiasm for the role and your readiness to leverage their tools.
✨Prepare for Client Discussions
Even though there’s no pressure to self-generate clients, be prepared to talk about your approach to client relationships. Discuss how you would engage with the underserved mass affluent market and HNW clients, and how you can help spread the word about the company’s services within your community.
