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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.
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