As one of the fastest growing IFA’s in the UK, we are always looking for bright, driven and creative team members to join our growing team!
Whilst we will advertise specific roles on this page, we are also open to speculative applications for the following areas:
Calling all IFA’s! Our IFA team is constantly in demand as such we are looking to work with new IFA’s – we are looking for JV and in-house roles so please do get in touch.
Technical & IT: Our platform requires constant work and as such if you have the front or back end technical know how we would like to hear from you!
Business Development: As a growing IFA we are looking for new business opportunities and as such would welcome new collaborations. Please get in touch if you can help us commercially.
Internships –looking for a new challenge? If so we are keen to hear from you! We offer remote internships and have an active internship programme to help support our technical, marketing and research divisions.
The Next Steps: If you are interested to work with us or partner in any way please get in touch with a covering letter and CV.
Fintuity is one of the fasted growing IFA’s in the UK – Join our team and take a part in revolutionising the IFA industry!
Keep up-to-date with the latest finance and industry news & analysis with our blog!
Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch. For more information and help please check out our Blog and Knowledge Base.
I am having trouble registering or accessing online services – What do I need to do?
If you are having difficulties accessing your account or any of our online services, then please do get in touch with a member of our our support team by emailing firstname.lastname@example.org. When you get in touch please describ the issue and we will respond to you as soon as we can, normally within 1 working day.
How secure is my personal information?
We take the privacy and security of your data very seriously. Fintuity takes all precautionary measures to ensure that your personal details are secure, compliant and safe from third parties. Your personal details, account data and all supporting information are fully encrypted and stored on secure servers.
What sort of financial advice does Fintuity provide?
Unlike a traditional IFA, Fintuity is an online adviser that provides a full range of financial advice via a secure link to our clients.
We provide a comprehensive suite of advisory services that includes investment, pension, mortgage, life insurance and general insurance though to inheritance tax planning. Depending on your financial needs, we can either focus on specific area such as retirement planning or advising on a new ISA investment through to the provision of a full financial review and creation of a bespoke financial plan for you and your family.
If you require a specific service which we can not currently provide, we will refer you to one of our platform-integrated partners. Either way you will always remain a valued customer and receive all the benefits of the Fintuity community.
Once committed to a financial solution, can I change my mind?
In the case of services provided by Fintuity
Following the first online meeting with your advisor, they will prepare a suitability report with a set of financial recommendations as well as an action plan which will be explained to you in detail during the second online meeting. If however after receiving the report, you decide not to go ahead with any of the proposed solutions – we will only charge you for the preparation of the report.
In case of financial products recommended by Fintuity
We fully understand that making financial and investment management decisions is not easy, it is your money and you need to be 100% sure before proceeding. With this in mind, if you decide to buy or invest in a financial product that we have recommended, but then change your mind - that is fine with us! You can use the cooling-off period and cancel the contract for financial product in question within 14 days of purchasing it. Whatever you decide to do, we will support your decision.
The cooling-off period timeframe applies to most of our financial products, where there are exceptions we will update you.
There are a few exceptions however. With regards to pension products, you will have 30 days from when you enter into the contract and for life insurance products, you will have 30 days from when the provider agrees to the coverage. Some savings products also have different rules and once again we will keep you fully updated.
Please contact your advisor or our support team immediately if you want to cancel any of the financial products recommended by us. You can also contact the product provider directly by submitting your request to cancel in writing, by email, or via the website / portal that the provider has provided. At all times we would strongly recommend discussing the decision with your advisor before cancelling your contract with the product provider.
Refunds after cancellation
If you cancel, then you should receive a refund of the money you have paid within 30 days of the provider receiving your cancellation.
The provider may make a deduction from the refund in relation to any services which it has provided to you during the cancellation period. Any deduction must be reasonable and can only be made if you started to receive the services before the 14 days were completed.
What does 'your capital is at risk’ mean?
Depending on the financial support and advisory that may be required, you may be advised that your 'capital may be at risk' - what does this mean however?
Put simply 'capital' is the money that you choose to invest. With market fluctations and other outside risks, an investment will always bear some form of partial or total risk to your funds. Our objective is to provide the best advice that we can to help you minimise your risk profile, however we will always try too reiterate that there will always be a risk to capital placed with any investment.
Book a free consultation
Your first consultation is completely free of charge - all you need to do is to select a convenient time & date and outline how we can assist you.