Remote opportunity at
MoneyboxSenior Financial Advisor
Moneybox is an award-winning wealth management platform operating in the UK that serves nearly two million customers by helping them save, invest, buy homes, and prepare…
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About This Role
Moneybox is an award-winning wealth management platform operating in the UK that serves nearly two million customers by helping them save, invest, buy homes, and prepare for retirement. The company is developing a new personal financial advice service and seeks an experienced professional to join the team. In the role of Senior Financial Advisor, you will act as a key technical anchor for complex cases such as pension consolidation and…
Job Description
Moneybox is an award-winning wealth management platform operating in the UK that serves nearly two million customers by helping them save, invest, buy homes, and prepare for retirement. The company is developing a new personal financial advice service and seeks an experienced professional to join the team. In the role of Senior Financial Advisor, you will act as a key technical anchor for complex cases such as pension consolidation and drawdown, working alongside an automated advice engine rather than replacing it. You will review generated plans against established standards, handle escalations, oversee quality assurance, and provide coaching to colleagues.
This position suits an experienced practitioner with deep technical knowledge of UK pensions and regulatory compliance who wants to shape a modern hybrid advice service. Daily tasks include conducting video consultations with clients, managing complex support escalations, making final determinations on off-ramping, checking advice files, and collaborating with product and risk teams. Candidates must be based in the UK, as the position follows a hybrid or remote structure requiring adherence to standard UK business hours.
Responsibilities
- Conduct video consultations with customers to establish goals, explain plans, and answer questions
- Handle complex escalations regarding vulnerable individuals, multiple pension pots, and suitability assessments
- Make final decisions on off-ramping clients from the service with proper documentation
- Manage insistent clients while protecting both the customer and the firm
- Review engine-generated plans against internal suitability standards within agreed service level agreements
- Perform quality assurance reviews on advice provided by other advisors and support staff
- Contribute expert knowledge to the House Rules that govern the advice engine recommendations
- Collaborate with risk, compliance, and product teams to stress test models and improve workflows
- Act as a technical reference point and coach for less experienced advisers, paraplanners, and money guides
Requirements
- Diploma in Regulated Financial Planning (QCF Level 4) or equivalent
- Significant additional qualifications in pensions such as AF7 or equivalent
- Substantial post-qualification experience as a regulated advisor focused on retirement and at-retirement guidance
- Deep technical knowledge of UK pensions, drawdown, tax-free cash sequencing, ISAs, and investment tax treatment
- Demonstrable experience conducting quality assurance, file checking, or T&C supervision
- Familiarity with operating in a restricted advice environment and defining the boundary between advice and guidance
- Fluency with the Consumer Duty regime and a track record of delivering positive customer outcomes
Qualifications
- Chartered Financial Planner status or working towards it
- Experience working in or alongside automated, robo-advice, or hybrid advice environments
- Background in contributing to House Rules, advice models, or advice logic
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
- CycleSaver for bike-share subscriptions
- Wellhub subscription for gyms and wellbeing applications
- Enhanced parental pay and leave
- 25 days of holiday plus bank holidays, with additional days added based on length of service
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the location and remote work policy for this role?
The position allows for remote work, but because of hybrid and remote rules, candidates must be based within the UK.
What are the core certifications required for this Senior Financial Advisor position?
Applicants must hold a Diploma in Regulated Financial Planning (QCF Level 4) or equivalent, alongside significant additional qualifications in pensions such as AF7 or equivalent.
What is the salary for this position?
The source posting does not specify the salary for this role.
What type of employment is this?
This is a full-time position operating during standard UK business hours.
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