Senior Financial Advisor (Fully Remote)

Moneybox; United States; À distance; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

25 days holiday plus bank holidays

Private Medical Insurance

Health Cash Plan

Learning and development budget

Résumé du poste

Moneybox is a fast-growing wealth management platform helping millions save, invest, buy homes, and plan for retirement. This role focuses on delivering personalized financial plans through video consultations and ensuring they meet regulatory standards.

You will handle escalations for vulnerable clients and those with multiple pension pots, review automated plans for suitability, and contribute to ongoing service improvements within a collaborative culture.

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.

Responsabilités

• 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.

Connaissances

Pensions knowledge

Regulatory compliance

Formation

Diploma in Regulated Financial Planning (QCF Level 4) with AF7 or equivalent

Description du poste

• 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.