Financial Advisor

• Join Moneybox’s new Advice team as a Financial Advisor, working fully remotely from the UK. • Help build a new kind of technology-led financial advice service from the ground up. • Capture customer inputs, review plans generated by the Advice Engine and explain them clearly. • Act as the customer’s expert voice on what their plan means and what to do next. • Split your time between customer video consultations, QA reviews and support escalations. • Work standard UK business hours with structured, bookable customer slots.

• Hold the Diploma in Regulated Financial Planning (QCF Level 4), or be close to completing it within an agreed timeframe. • Understand UK pensions, ISAs, investment products and their tax treatment well. • Bring experience advising customers, ideally across retirement and accumulation cases. • Explain technical recommendations clearly to non-expert customers. • Work comfortably with technology, data and a structured advice process. • Understand Consumer Duty and care about good customer outcomes. • Hold the right to work in the UK, as visa sponsorship isn’t available.

• Hold pension transfer or drawdown qualifications such as AF7, or want to work towards them. • Bring experience in a digital or scaled-advice environment. • Show experience working with paraplanners or in a case-prep model. • Bring experience coaching colleagues on the advice and guidance boundary.

• Run video consultations to gather information, set customer goals and present plans. • Handle escalations where conversations move from guidance into advice, such as pension consolidation and drawdown. • Off-board unsuitable customers with empathy and a clear handover. • Respond to insistent customers in a way that protects them and the firm. • Review engine-generated plans against suitability standards and sign them off. • Spot patterns in cases and feed them back into House Rules and fact-find improvements. • Work with Paraplanners and support Financial Guides on technical questions.

• Work fully remotely from anywhere in the UK, within standard business hours. • Get enhanced parental pay and leave. • Earn a company bonus and pension. • Receive private medical insurance and a health cash plan. • Use a personal L&D budget and a home office furniture allowance. • Get a Wellhub subscription and cycle-to-work and CycleSaver schemes. • Take 25 days’ holiday plus bank holidays, rising with length of service.

Moneybox is an award-winning wealth management platform helping nearly two million people build wealth throughout their lives. It supports customers with saving and investing, buying their first home and planning for retirement. Moneybox is now building a technology-led personal financial advice service available to everyone.