Independent Financial Adviser

3 weeks ago

United Kingdom Fintuity Full time €75,000

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 face to face 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 highly motivated and experienced Independent Financial Adviser s (IFA) to join our team on a self-employed basis. As an IFA, you will play a crucial role in providing comprehensive financial planning and investment advice to clients, helping them achieve their financial goals and secure their financial future.

o Conduct thorough financial assessments to understand clients' financial situations, goals, and risk tolerance.
o Engage in effective and clear communication to explain complex financial concepts to clients.

• Financial Planning:
o Develop personalised financial plans based on clients' needs and objectives. Advising them on pensions, investments and tax planning.
o Mortgage/protection optional advice areas or can refer internally.

• o Stay updated on financial products, investment opportunities, and industry regulations.
o Recommend suitable financial products and services that align with clients' goals.

• o Analyse financial markets and economic trends to make informed investment recommendations.
o Ensure compliance with relevant financial regulations and standards.
o Provide ongoing support and advice to address clients' changing financial needs.

• o Generate new business through networking, referrals, introducers and other business development activities.
Proven experience (minimum 2 years) as an Independent Financial Adviser.
• Qualified to minimum Level 4 Diploma in Financial Planning (or equivalent).
• Strong understanding of financial products, markets, and regulations.
• Some client assets to bring with them on joining (£3m+). If no assets, then a demonstratable strong network / lead generation source already in place.
• As a Fintech, you must be comfortable using technology, including web-based CRMs, diaries, microsoft teams & sharepoint, zoom, docusign, cloud-based task management / advice portals, digital factfinds, risk profiles and KYC processes.
• Benefits & Compensation:

• Very competitive, commission only compensation structure, no retainer or joining fee or short-term financial help available upon joining. Our aim is to free up the adviser's time to speak to prospects, clients and develop their client bank.
• Access to our proprietary, cutting edge, integrated back-office technology.
• Adviser owns their self-generated client bank. Fintuity leads are digital advice delivery done remotely via zoom. 5% per annum when digital delivery or no face-to-face advice element provided. Realistic net earnings (post splits) on leads with average luck/skill is £25k-£30k per annum of initial fees plus ongoing. No existing client bank is provided, we will help you facilitate transfer of your existing client book on joining to make the transition as simple as possible.
• All professional indemnity fees, levies & FCA fees included.
• Flexibility to work remotely on days and times that suits you / your business.
• Full training on the technology platform and processes plus ongoing support.
• Opportunities for professional development and training if needed or desired.
• If you are a dynamic, driven and client-focused individual with a passion for helping clients achieve their financial goals while building a profitable client bank, we invite you to apply for this exciting opportunity.

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