Financial Coach

• Join Moneybox’s new Advice team as a Financial Coach, working fully remotely from the UK. • Act as the lead contact for customers throughout their advice journey. • Help people new to financial services feel comfortable and confident. • Listen to customers, build trust and collect the information needed to give them advice. • Support customers to turn their recommended plans into good outcomes. • Work standard UK business hours with structured, bookable customer slots.

• Hold RO4 plus either RO1 or a Level 3 certificate in Financial Services, or achieve them within 6 months of joining. • Communicate and engage excellently by phone and video, handling objections and complaints well. • Build strong, collaborative relationships with customers and colleagues. • Use technology confidently and learn new processes quickly. • Stay organised and manage competing priorities during the day. • Bring experience in a customer-facing role within financial services. • Know UK pensions, ISAs and investment products, including their risks and tax treatment. • Hold the right to work in the UK, as visa sponsorship isn’t available.

• Hold the Regulated Diploma in Financial Planning or an equivalent Level 4 qualification. • Bring knowledge and background in financial advice and its value to customers. • Show experience leading change projects that improved customer experience. • Know Moneybox and its products well. • Show an interest in how machine learning and AI can improve customer experience.

• Act as first point of contact and ambassador for advised customers. • Build trust and collect and validate customer information for the advice service. • Identify which customers need advice and explain its value clearly. • Answer questions and support customers in acting on their recommendations. • Send updates and interventions prompted by the advice engine and CRM. • Spot new advice needs and escalate cases to a Financial Adviser. • Provide non-advised coaching services when needed. • Keep your professional knowledge current through annual CPD.

• 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.