Independent Financial Adviser

4 weeks ago

Newcastle upon Tyne, United Kingdom Fintuity Full time

Founded in 2017, Fintuity has fast become the leading digital Independent Financial Adviser (IFA) business in the United Kingdom. As a fintech, we offer all the services of a traditional IFA plus digital and robo advice via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax planning and mortgage advice.


We are seeking a dynamic, self employed Independent Financial Adviser to join our team. As a financial adviser for Fintuity, you will be responsible for providing expert financial guidance and investment advice to clients. You will work closely with individuals and businesses to assess their financial situations, develop customised financial plans, and implement strategies to help them reach their goals while providing ongoing service.


Responsibilities:

  • Conduct thorough financial assessments and identify clients' short-term and long-term financial goals.
  • Develop personalised financial plans tailored to clients' needs and objectives.
  • Provide expert advice on investment opportunities, retirement planning, tax strategies, and wealth management.
  • Monitor and review clients' financial situations regularly, adjusting strategies as needed.
  • Educate clients on financial products, services, and market trends.
  • Build and maintain strong client relationships through regular communication and excellent service.
  • Stay informed about industry regulations, market changes, and financial trends.


Requirements:

  • Minimum level 4 diploma in financial planning.
  • An active statement of professional standing issued by an accredited body in the UK.
  • Proven experience as a financial adviser or planner, with a successful track record of helping clients achieve their financial goals.
  • Strong knowledge of financial products, investment strategies, and tax regulations.
  • Excellent communication and interpersonal skills.
  • Some form of existing client bank, network, introducers or AUM to bring with them when joining or a proven ability to self generate leads.


Benefits:

  • Competitive remuneration schedule and high fee splits.
  • PI cover & all FCA fee's paid by Fintuity, full compliance support, access to our tech stack (client side, adviser side and introducer portal).
  • Full admin & paraplanning support, third party software access via platform (docusign, email, call recording, automated KYC checks and zoom all integrated) plus ongoing business development support as/when needed. 
  • Opportunities for professional development and career advancement.
  • Supportive and collaborative work environment.
  • Chance to make a meaningful impact on clients' financial well-being.


If you are passionate about helping individuals and businesses achieve financial success and meet the requirements outlined above, we encourage you to apply by sending your resume and a cover letter.

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