Junior IFA - Fin Tech Business

We are currently working on a rare & exciting opportunity for a Financial Planner to join the Fin Tech arm of a national Investment Management & Financial Planning business.

Our client is a unique business that provides financial advice to HNW clients, as well as development innovative financial technology for both their internal Financial Planners & Paraplanners but also for the wider market. They are a business they pride themselves on their ethical approach to financial planning as well as designing and implementing new technology for the market. Technology is created and utilised internally first and then rolled out to the market as a product.

This unique business are seeking a an individual who has between 6 months to 4 years advisory experience and who has a keen interest in technology to join their team. This role will be a Financial Planner or Junior Financial Planner providing advice to a UHNW client base, but a big part of the role will also be to help design, test and utilise new fin-tech products created by the team, hence the need for someone who is keen on technology. They also seek an individual who either has previous experience with cash flow modelling, or who hasn’t previously used it but has an interest in cash flow modelling.

This is an exceptionally rare opportunity to join an innovative and market leading fin-tech business where you can create a dynamic and enjoy able career.

On offer is a package of to £60,000 (potentially higher for the right person )+ Bonuses + Benefits - the final package will be based on the successful candidates experience and qualifications.