Base salary plus generous commission bonus.
Are you a forward-thinking, ambitious Financial Advisor looking to shape the future of financial planning? My client is seeking a dynamic individual to join their fully supported team and lead their innovative Fintech offering—both within your own IFA practice and across the group’s existing practices.
This is a unique opportunity to combine your expertise in financial advice with project leadership, driving the implementation of cutting-edge technology to enhance client outcomes. You’ll work closely with the development team to ensure the platform meets client needs, while also building and managing your own client bank.
With full administrative, compliance, and project support, you’ll have the freedom to focus on what matters most: delivering exceptional advice and leading transformative projects.
Key Responsibilities
*Client Advisory: Provide holistic financial planning, lifestyle planning, and tailored recommendations to new and existing clients.
*Fintech Leadership: Spearhead the integration of the fintech platform across the group’s IFA practices, ensuring it aligns with client needs and business goals.
*Project Management: Collaborate with the development team to refine the platform, gather feedback, and implement improvements.
*Business Development: Grow your client base using the provided client bank and network with professional partners to expand opportunities.
*Compliance & Regulation: Stay up-to-date with FCA regulations, anti-money laundering processes, and industry best practices.
*Career Progression: Take advantage of the clear remuneration structure and the opportunity to progress to board level for the right candidate.
What You Bring
*Qualifications: Diploma in Financial Planning (or equivalent) and Competent Adviser Status.
*Experience: 2 years experience in financial planning, including:
*Assessing and identifying client financial needs
*Holistic and lifestyle financial planning
*Presenting financial recommendations and conducting client reviews
*Project management and stakeholder collaboration
*Networking with professional partners
*Skills: Strong attention to detail, ambition, and the ability to thrive in a remote, collaborative environment.
*Compliance: Up-to-date Statement of Professional Standing (SPS) and commitment to ongoing CPD.
If this sounds like your next great opportunity, get in touch.