Moneybox

201 – 500 कर्मचारी

कुशल कामगार वीज़ा प्रायोजक परामर्श बीमा वित्त

Moneybox एक वित्तीय सेवा कंपनी है, जो लोगों को एक ही ऐप के ज़रिए अपने वित्त का प्रबंधन करने में मदद करती है। इसका प्लेटफ़ॉर्म बचत, निवेश, घर खरीदने और सेवानिवृत्ति से जुड़ी सेवाओं को एक साथ लाता है, जिससे ग्राहकों के लिए तात्कालिक प्राथमिकताओं और दीर्घकालिक लक्ष्यों—दोनों की योजना बनाना आसान हो जाता है। Moneybox वित्तीय योजना को अधिक सहज बनाने पर ध्यान देती है, चाहे कोई व्यक्ति अपनी शुरुआत कहीं से भी कर रहा हो।

कंपनी की नौकरियाँ

Senior Financial Advisor - London (Hybrid)

Lead complex retirement advice, suitability reviews, quality assurance, and customer escalations for Moneybox’s digital wealth platform. Coach advisors and help shape automated advice rules, governance, and compliance practices.

1 सप्ताह पहले

यूनाइटेड किंगडम हाइब्रिड पूर्णकालिक वरिष्ठ आवश्यक भाषा: अंग्रेज़ी वित्तीय योजना और विश्लेषण

विवरण

Conduct video consultations, gather customer information, clarify objectives, explain recommendations, answer questions, and guide customers through next steps
Manage complex escalations involving vulnerable customers, multiple pension pots, suitability reviews, and controlled off-boarding
Determine when customers should be off-ramped, record the reasoning, and promote appropriate customer outcomes
Respond to insistent-customer cases while safeguarding both the customer and the firm
Assess engine-generated plans against suitability requirements within agreed SLAs and approve plans for release
Review flagged cases to determine whether additional fact finding, off-ramping, or plan release is appropriate
Carry out quality checks on advisor advice and calls, as well as customer interactions managed by support teams
Own quality-assurance themes and present findings to governance forums
Provide specialist guidance on the House Rules that govern advice-engine recommendations
Collaborate with Risk & Compliance to stress-test the advice model
Work with Product to enhance fact finding, suitability reports, and the Advisor Management System
Support compliance monitoring and represent the advice function in governance and audit meetings
Serve as a senior technical resource for Advisors, Paraplanners, and Money Guides
Coach and develop less experienced Advisers, support T&C progression, and deliver structured feedback
May line-manage one or more Financial Advisers
Contribute to recruitment, onboarding, and competence-framework development

आवश्यकताएँ

Hold a Diploma in Regulated Financial Planning (QCF Level 4) or an equivalent qualification, plus substantial additional pensions training
AF7 or an equivalent qualification is required for the drawdown-focused remit
Bring substantial post-qualification experience as a regulated financial advisor
Demonstrate a strong record of providing retirement and at-retirement advice
Possess deep technical knowledge of UK pensions, drawdown, tax-free-cash sequencing, ISAs, and the tax treatment of investments and pensions
Have demonstrable experience in quality assurance, file checking, or T&C supervision
Work confidently within a restricted-advice model and clearly explain the distinction between advice and guidance
Understand the Consumer Duty regime and demonstrate consistently good customer outcomes
Be available during standard UK business hours
Chartered or progressing toward Chartered Financial Planner status is desirable
Experience in automated, robo-advice, or hybrid advice services is desirable
Experience contributing to House Rules, advice models, or advice logic is desirable
Be based within the UK
Moneybox does not provide visa sponsorship and cannot consider applications from overseas

लाभ

Company pension scheme
Company bonus scheme
Home-office furniture allowance
Personal annual learning and development budget
Private medical insurance
Health cash plan offering cashback on routine healthcare, including dental and optical care
Cycle-to-work scheme to spread the cost of a bike and accessories
CycleSaver savings on bike-share subscriptions to support a more sustainable commute
Wellhub subscription providing access to gyms and wellbeing apps
Enhanced parental pay and leave
25 days of holiday plus bank holidays, with additional days accruing through length of service
Hybrid working with two days in the London office and three days from home

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Senior Financial Advisor - London (Hybrid)

Lead complex retirement advice, suitability reviews, quality assurance, and customer escalations for Moneybox’s digital wealth platform. Coach advisors and help shape automated advice rules, governance, and compliance practices.

विवरण

आवश्यकताएँ

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