Senior Financial Advisor
Remote regions
UKBenefits
5w PTO
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Key Responsibilities:
- Run video consultations, gather information, and walk customers through their financial plans.
- Handle complex escalations, including vulnerable customers and those with multiple pension pots.
- Review and sign off engine-generated plans against suitability standards.
Qualifications:
- Diploma in Regulated Financial Planning (QCF Level 4) with AF7 or equivalent.
- Substantial post-qualification experience in retirement and at-retirement advice.
- Deep technical knowledge of UK pensions, drawdown, and tax treatment.
What We Offer:
- Opportunity to join a fast-growing, award-winning company.
- 25 days holiday plus bank holidays, with additional days based on length of service.
- Private Medical Insurance, Health Cash Plan, and a generous learning and development budget.
Moneybox
Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, home buying, and retirement planning. The company is fast-growing with a collaborative and inclusive culture.