Financial Advisor

Our client is a fintech business looking to recruit home-based,
employed Financial Advisors to join their exciting business, disrupting the UK
financial planning market.

As a business they are proud advocates of utilising their
smart, proprietary technology; their B-Corp status and their mission to provide
affordable financial planning to clients.

The business is thriving having successfully achieved seed
funding with the technology in place and 4,000 clients already on board!

They are now ready to expand their team of Financial
Advisors to meet the rapid growth, as they have several institutions engaged in
introducing leads / clients to the business. As such, our client have more
leads than the team can handle!

Being a fintech, their Financial Advisors are in a unique
position to benefit from their proprietary technology, which undertakes a huge
amount of the heavy lifting throughout the whole advice process and
relationship management process, powered by their app.

The business operates two models with the lower tier receiving
AI lead solutions through conversational AI and intelligent automation, on an
affordable but effective basis, with access to request ‘advice on demand’ from their
team of qualified Financial Advisors. Secondly, the higher tier, receive the ‘traditional’
IFA service with ongoing service agreements in place to review their financial
planning needs.

The beauty of their technology is it enables them to help
all clients, with no minimum or maximum, with no barrier on location across the
UK, due to advice being delivered remotely. The typical client you will be
supporting is the underserved mass affluent market and HNW clients through
their traditional service, whilst also helping clients with advice on demand.

There is no pressure to self-generate clients due to the
leads available, however our client is looking for individuals aligned with
their mission and by nature spread the word to their community and network,
which should in turn generate leads.

If you have transferable clients (free of restrictive covenants),
there is opportunity to receive a cash / equity deal for joining and the usual
employed Financial Advisor package.

Financial Advisors Requirements

• You must be passionate about their mission to revolutionise
  the personal financial sector with the aiming of creating a brighter financial
  future for all
• You must hold full Level 4 Diploma in Financial
  Planning or equivalent
• Our client is open to Junior Financial Advisors
  through to Financial Planning Directors
• Individuals with transferable clients (free of
  restrictive covenants) would be advantageous

Financial Advisor Benefits

• Employed role with salary depending on
  experience
• Bonus scheme more focused on behavioural
  outcomes and delivering great service regardless of client value
• All employees become part of their EMI scheme
  with equity after 12 months
• Home based role with occasional travel to their
  offices in London for team meetings

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information