Manhattan WMOS Engineer
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Support Manhattan WMOS implementations and operations as a WMS Engineer at ShyftLabs. ShyftLabs builds data products and digital solutions for Fortune 500 companies.
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Moneybox — адамдарға қаржысын бір қолданба арқылы басқаруға көмектесетін қаржылық қызметтер компаниясы. Оның платформасы жинақтау, инвестициялау, баспана сатып алу және зейнетке дайындалу қызметтерін біріктіріп, клиенттерге қазіргі басымдықтары мен ұзақ мерзімді мақсаттарын жоспарлауды жеңілдетеді. Moneybox адамның қаржылық жоспарлауды қай деңгейден бастағанына қарамастан, бұл үдерісті түсініктірек етуге бағытталған.
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.
Сипаттама
- 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
Талаптар
- 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
Артықшылықтар
- 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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