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- Tasks: Join our team as a Financial Adviser, helping clients with pensions, investments, and more.
- Company: Fintuity is a leading fintech financial advisory firm revolutionising the industry in the UK.
- Benefits: Enjoy generous revenue splits, full admin support, and access to cutting-edge technology.
- Why this job: Be part of a modern, tech-driven approach to financial advice that prioritises client interaction.
- Qualifications: Must have a level 4 qualification in financial planning and an active statement of professional standing.
- Other info: Flexible working options with both remote and face-to-face client interactions.
The predicted salary is between 36000 - 60000 £ per year.
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 which 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.
Financial Adviser employer: Fintuity
Contact Detail:
Fintuity Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Familiarise yourself with the latest fintech trends and tools. Understanding how technology is reshaping financial advisory services will not only impress us but also show that you're ready to embrace our innovative approach.
✨Tip Number 2
Network with other financial advisers who are already using tech platforms in their practice. This can provide you with insights into how to leverage technology effectively, which is a key aspect of our business model.
✨Tip Number 3
Prepare to discuss your experience with client management and how you've used technology to enhance client relationships. We value advisers who can demonstrate their ability to integrate tech solutions into their advisory processes.
✨Tip Number 4
Showcase your adaptability and willingness to learn new systems. Our proprietary technology is central to our operations, so being open to training and development will make you a strong candidate for our team.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Company: Familiarise yourself with Fintuity's unique approach to financial advisory services. Highlight how their use of technology sets them apart from traditional firms in your application.
Tailor Your CV: Make sure your CV reflects your qualifications and experience relevant to the role of a Financial Adviser. Emphasise your level 4 qualification in financial planning and any relevant certifications or experience you have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for fintech and how you can contribute to Fintuity's mission. Mention specific examples of how you've used technology in your previous roles to enhance client interactions.
Highlight Your Skills: In your application, focus on skills that align with Fintuity's needs, such as client relationship management, business development, and familiarity with tech platforms. Be sure to mention any experience with AI solutions or CRM systems.
How to prepare for a job interview at Fintuity
✨Understand the Tech
Fintuity prides itself on its tech platform, so make sure you understand how it works. Familiarise yourself with the tools they use, such as AI solutions and CRM systems, and be ready to discuss how you can leverage these technologies to enhance client interactions.
✨Showcase Your Qualifications
Since a minimum level 4 qualification in financial planning is required, ensure you highlight your qualifications and any relevant certifications during the interview. Be prepared to discuss how your background aligns with their expectations.
✨Demonstrate Client-Centric Thinking
Fintuity focuses on providing direct and on-demand services to clients. Prepare examples of how you've successfully engaged with clients in the past, showcasing your ability to tailor advice to meet their specific needs.
✨Prepare for Business Development Questions
As the role involves business development and marketing support, think about strategies you've used in the past to generate leads and grow your client base. Be ready to share your ideas on how you can contribute to Fintuity's growth.
