Financial Advisor

moneyboxapp; United States; Hybrid; USD 53,000 - 93,000; Full time

Job summary

Moneybox seeks a Financial Advisor to join the Advice team. You will collect customer inputs, review engine-generated plans for suitability, and clearly explain recommendations to clients. The role emphasizes building trust and delivering accessible financial guidance.

In a hybrid setup, you’ll balance customer conversations with QA reviews and escalations to ensure high-quality outcomes for a diverse customer base.

Qualifications

• Qualified Financial Advisor status or equivalent professional qualification.
• Ability to collect inputs from customers to inform advice.
• Experience reviewing engine-generated plans for accuracy and suitability.

Responsibilities

• Capture required inputs from customers to generate reliable financial plans.
• Review engine-generated advice to ensure suitability and clarity.
• Explain plans to customers and guide them on next steps.
• Handle escalations from the support team to achieve good outcomes.

Skills

Customer conversations

QA review

Escalations

Excellent communication

Job description

About Moneybox:

At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more: more freedom, opportunities, possibilities, and peace of mind.Moneybox is an award-winning wealth management platform, helping nearly two million people build wealth throughout their lives, whether they're saving and investing, buying their first home, or planning for retirement.And now Moneybox is building the means to help more people in more ways - through personal financial advice. We believe that great advice should be available to everyone, at every stage of life, and that technology can help us deliver it with the care, clarity and accountability people deserve.We're building a new kind of advice service from the ground up, and the people who join us now will help shape how millions of people plan for their future.

As a Financial Advisor in the Moneybox Advice team, you are one of a group of qualified professionals making sure every plan our customers receive is suitable, clear and useful.The plans themselves are generated by the Advice Engine - your job is to capture the required inputs from the customer, review the generated advice, explain it, and handle the cases that need a human to ensure good customer outcomes are achieved.You will spend your time across three things: customer conversations (collecting information to provide reliable advice and presenting that advice), QA review of engine-generated plans, and escalations from the support team. You are an expert in building customer connections, the customer's expert voice on what their plan means and what to do next.

Our Commitment to DE&I:

At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential.

Working Policy:

We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.

Visa Sponsorship:

At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.

If you would like to reach us then please email: [e-mail]

If you would rather we did not keep your details on file, you can contact us at: [e-mail]