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For Companies At a Glance
- Tasks: Shape and validate AI tools for wealth management and financial advice.
- Company: Aveni, a leading fintech redefining financial services with AI.
- Benefits: Remote work, 34 days holiday, personal development plans, and health benefits.
- Why this job: Influence the future of advice technology and make a real impact.
- Qualifications: Experience in financial advice, strong analytical skills, and a Level 4 Diploma.
- Other info: Join a diverse team dedicated to innovation and positive change.
The predicted salary is between 65000 - 65000 £ per year.
Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025.
We’re looking for a Wealth & Advice Product Analyst to help shape and validate AI powered tools for the wealth management and financial advice industry. This role is ideal for someone with hands on experience in financial advice who wants to apply their expertise in a product and technology environment. You’ll work closely with Product and Engineering teams, acting as the bridge between real world advice processes and scalable AI solutions.
What You’ll Be Doing
- Translate product initiatives into real-world workflows: Turn high-level product ideas into detailed advice processes, requirements and logic.
- Act as a financial advice SME: Provide expertise on advice processes, suitability standards and FCA expectations.
- Support solution design: Work with engineering teams to ensure features reflect real adviser workflows and operational realities.
- Validate product outputs: Review and test outputs from an adviser, paraplanner and compliance perspective.
- Drive product improvement: Identify gaps, edge cases and opportunities to refine solutions during development.
What We’re Looking For
- Experience
- Strong experience in financial advice or wealth management
- Background as a Paraplanner, Financial Adviser or Compliance File Reviewer
- Strong understanding of the UK advice landscape
- Level 4 Diploma (CII, CISI or LIBF)
- Financial advice processes and suitability requirements
- FCA regulatory expectations
- Tax wrappers and core financial planning products (pensions, ISAs, investments, protection)
- Advice tech ecosystem (CRMs, cashflow tools, report writing software)
- Detail-oriented with strong analytical thinking
- Comfortable working with product and engineering teams
- Curious about technology and its role in improving advice workflows
- Self-starter who can navigate ambiguity and shape solutions from scratch
Why This Role Is Different
- A genuine seat at the table in product development, not a support function
- Direct impact on tools used by advisers across the industry
- The opportunity to apply your expertise to complex, unsolved problems
- A clear path into the fast-growing advice technology space
Join Us in Making a Difference
At Aveni, we believe that diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in. Apply now to join us on our mission to transform the financial services industry through AI.
Benefits at Aveni. What you’ll love:
- We’re a remote-first company across the UK, with regular off-sites and in-person gatherings that are always fun, motivating and team-focused.
- Work abroad policy
- Co-working spaces available
- 34 days holiday (including flexible bank holidays) and your birthday off
- Company-wide off-sites
- Optional Personal Development Plan
- Flexible benefits platform
- Protection essentials including Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution with optional increased contributions)
- Private health and dental care
- Potential share options
- Enhanced family leave
Wealth & Advice Product Support Analyst in Lincoln employer: Aveni
Contact Detail:
Aveni Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth & Advice Product Support Analyst in Lincoln
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, highlight your hands-on experience in financial advice. Share specific examples of how you've navigated complex advice processes or improved workflows—this will set you apart from the crowd.
✨Tip Number 3
Be proactive! If you see a company you’re keen on, don’t wait for them to post a job. Reach out directly through our website and express your interest. Tailor your message to show how your skills align with their mission—especially in AI and financial services.
✨Tip Number 4
Prepare for interviews by brushing up on the latest trends in advice tech. Familiarise yourself with tools and regulations that impact the industry. This will not only boost your confidence but also demonstrate your commitment to staying ahead in the field.
We think you need these skills to ace Wealth & Advice Product Support Analyst in Lincoln
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your hands-on experience in financial advice. We want to see how your background as a Paraplanner or Financial Adviser can translate into the tech world. Don’t hold back on showcasing your knowledge of FCA expectations and advice processes!
Tailor Your Application: When applying, tailor your CV and cover letter to reflect the specific skills and experiences mentioned in the job description. We love seeing candidates who take the time to connect their past roles with what we’re looking for in this position.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that make it easy for us to see your qualifications. Use bullet points where necessary to break down your achievements and skills.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at Aveni!
How to prepare for a job interview at Aveni
✨Know Your Financial Advice Stuff
Make sure you brush up on your knowledge of financial advice processes and FCA regulations. Being able to discuss these confidently will show that you’re not just familiar with the industry, but that you can also translate this expertise into product development.
✨Showcase Your Analytical Skills
Prepare examples of how you've used analytical thinking in previous roles, especially in relation to product or process improvement. This is key for a role that involves validating product outputs and identifying gaps in solutions.
✨Understand the Tech Landscape
Familiarise yourself with the advice tech ecosystem, including CRMs and cashflow tools. Being able to discuss how technology can enhance financial advice workflows will set you apart as a candidate who’s ready to bridge the gap between finance and tech.
✨Be Ready to Discuss Real-World Applications
Think about specific scenarios where you’ve translated high-level ideas into actionable processes. Be prepared to share these during the interview, as they’ll demonstrate your ability to connect product initiatives with real-world workflows.