Independent Financial Adviser (UK coverage)
Fintuity is the leading hybrid Independent Financial Adviser (IFA) in the United Kingdom. As a fintech-led business, we utilise technology so our advisers can spend as much time as possible speaking to clients.
Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax planning and mortgage advice across the UK. The key difference is our tech platform means we can offer significant savings via a service that is direct to clients and on demand with full remote digital integration.
We are currently recruiting self-employed financial advisers across the UK to join our team and work under the growing Fintuity brand with full access to our proprietary technology to help individuals grow their business. We provide:
- Generous revenue and commission splits
- Full admin and paraplanning support
- Full compliance cover and professional indemnity insurance cover
- 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 via our tech platform (CRM, docusign, email, call recording, automated KYC checks and zoom all integrated)
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; however, the ideal candidates will have clients and/or AUM.