Remote opportunity at
MoneyboxFinancial Advisor
Moneybox, an award-winning digital wealth management platform serving nearly two million clients, is seeking a remote Financial Advisor to join its expanding advice team. This full-time…
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About This Role
Moneybox, an award-winning digital wealth management platform serving nearly two million clients, is seeking a remote Financial Advisor to join its expanding advice team. This full-time position revolves around delivering accessible financial planning supported by modern technology, focusing on client consultations, plan quality assurance, and handling internal escalations. The person in this role will conduct video consultations to understand client goals, explain technology-generated financial plans, and help individuals feel confident…
Job Description
Moneybox, an award-winning digital wealth management platform serving nearly two million clients, is seeking a remote Financial Advisor to join its expanding advice team. This full-time position revolves around delivering accessible financial planning supported by modern technology, focusing on client consultations, plan quality assurance, and handling internal escalations.
The person in this role will conduct video consultations to understand client goals, explain technology-generated financial plans, and help individuals feel confident in their next steps. Daily responsibilities also include reviewing automated suitability standards, managing support team escalations involving pension consolidation and market fluctuations, and collaborating closely with paraplanners and financial guides.
This opportunity is well-suited for regulated planning professionals who are comfortable working within a structured, digitally driven environment. The organization offers a collaborative culture accompanied by a comprehensive package including health benefits, pension schemes, and learning allowances.
Responsibilities
- Conduct video consultations to gather client information, establish financial goals, and walk individuals through their plans
- Handle support team escalations regarding pension consolidation, drawdown, and market volatility
- Manage customer off-boarding and handle insistent clients with empathy and adherence to firm guidelines
- Review automated plans against suitability standards within agreed timelines and sign off on releases
- Evaluate flagged customer cases to determine whether to conduct further fact-finding or release plans
- Provide technical assistance and coaching to financial guides regarding the boundary between advice and guidance
- Collaborate with paraplanners who prepare cases and draft suitability content
Requirements
- Strong understanding of UK pensions, ISAs, investment products, and their tax treatments
- Experience providing customer advice, ideally covering retirement and accumulation cases
- Excellent written and verbal communication skills capable of translating technical recommendations for non-expert clients
- Comfort operating within technology-driven, data-oriented, and structured advice frameworks
- Strong awareness of Consumer Duty principles and a commitment to positive customer outcomes
Qualifications
- Diploma in Regulated Financial Planning (QCF Level 4), either completed or nearing completion within an agreed timeframe
- Pension transfer or drawdown qualifications such as AF7 or equivalent
- Prior experience working in a digital or scaled-advice setting
- Background working alongside paraplanners or within a case-preparation model
Core Skills
Benefits
- Company pension scheme
- Company bonus scheme
- Home office furniture allowance
- Personal annual learning and development budget
- Private Medical Insurance
- Health cash plan providing cashback on everyday healthcare like dental and opticians
- Cycle to work scheme and CycleSaver options
- Wellhub subscription for gym access and wellbeing apps
- Enhanced parental pay and leave
- 25 days holiday plus bank holidays, with additional days based on service length
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position fully remote?
The posting specifies a hybrid policy requiring two days in the London office and three days from home, with candidates required to reside within the UK.
What employment type is this role?
This is a full-time position.
What is the salary for this role?
The posting does not specify a salary.
What certification is required to apply?
Applicants must hold a Diploma in Regulated Financial Planning (QCF Level 4) or be close enough to complete it within an agreed timeframe.
Sample Interview Questions
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