Financial Advisor
Remote regions
UKBenefits
5w PTO
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About Moneybox:
- Award-winning wealth management platform helping nearly two million people build wealth.
- Focus on innovation, inclusion, and delivering financial advice through technology.
What you'll be doing:
- Engage customers via video consultations, gather data, explain plans, and handle escalations.
- Review engine-generated plans for suitability and off-board unsuitable customers.
- Collaborate with paraplanners and support team on advice quality and learning.
What we're looking for:
- Diploma in Regulated Financial Planning (QCF Level 4) and strong UK product knowledge.
- Experience advising customers with excellent communication skills and comfort with technology.
Moneybox
Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, and financial advice. The company fosters a collaborative and inclusive culture, with a focus on innovation, customer outcomes, and employee growth.