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For Companies At a Glance
- Tasks: Shape and validate AI tools for wealth management and financial advice.
- Company: Join 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: Diverse and inclusive workplace with excellent career growth opportunities.
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.
Benefits at Aveni
- 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 Stockport employer: Aveni
Contact Detail:
Aveni Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth & Advice Product Support Analyst in Stockport
✨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, express your interest, and share how your skills can help them shape their AI-powered tools. It shows initiative and enthusiasm!
✨Tip Number 4
Prepare for interviews by understanding the tech landscape! Brush up on the latest trends in advice technology and think about how they relate to your experience. Being able to discuss how AI can enhance financial advice will impress any hiring manager.
We think you need these skills to ace Wealth & Advice Product Support Analyst in Stockport
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: In your written application, clarity is key! Use straightforward language and structure your thoughts logically. We appreciate a well-organised application that makes it easy for us to see your qualifications and fit for the role.
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 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 financial advice or wealth management. This could be anything from identifying gaps in processes to improving workflows. Be ready to discuss how you can apply these skills to AI-powered tools.
✨Understand the Tech Landscape
Familiarise yourself with the advice tech ecosystem, including CRMs and cashflow tools. Being able to speak about how technology can enhance financial advice will set you apart. Think about how you’ve seen tech improve workflows in your past roles.
✨Be Ready to Collaborate
This role involves working closely with product and engineering teams, so be prepared to discuss your experience in cross-functional collaboration. Share specific instances where you’ve successfully bridged the gap between financial advice and technology.