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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.
- Other info: Inclusive culture with opportunities for growth in a dynamic environment.
- Why this job: Influence the future of advice technology and make a real impact.
- Qualifications: Experience in financial advice or wealth management; Level 4 Diploma preferred.
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. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our team to meet that demand.
The Role
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. This is not a traditional advice role — it’s an opportunity to influence the future of advice technology and build products used across the industry.
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)
Knowledge
- 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)
Mindset & Working Style
- 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 Analyst employer: Aveni
Contact Detail:
Aveni Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth & Advice Product Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at Aveni or similar companies. Use LinkedIn to connect and engage with them; you never know who might give you a heads-up about job openings or even refer you directly!
✨Tip Number 2
Prepare for interviews by understanding Aveni's products and how they impact the financial advice landscape. Be ready to discuss how your experience as a Paraplanner or Financial Adviser can translate into valuable insights for their AI-powered tools.
✨Tip Number 3
Showcase your analytical skills! During interviews, highlight specific examples where you've improved processes or solved complex problems in financial advice. This will demonstrate your ability to drive product improvement at Aveni.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining Aveni and being part of our mission to transform financial services.
We think you need these skills to ace Wealth & Advice Product Analyst
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 the UK advice landscape!
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 a Wealth & Advice Product Analyst.
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 you’re keen on joining our mission to transform the financial services industry through AI.
How to prepare for a job interview at Aveni
✨Know Your Stuff
Make sure you brush up on your knowledge of financial advice processes and FCA regulations. Being able to discuss these topics confidently will show that you’re not just familiar with the industry, but that you can also translate that expertise into product development.
✨Showcase Your Analytical Skills
Prepare examples from your past experience where you've used analytical thinking to solve problems or improve processes. This role requires a detail-oriented mindset, so demonstrating how you've tackled complex issues in the past will set you apart.
✨Bridge the Gap
Think about how you can act as a bridge between financial advice and technology. Be ready to discuss how you would translate product initiatives into real-world workflows, and share any experiences where you've successfully collaborated with product or engineering teams.
✨Be Curious About Technology
Show your enthusiasm for technology and its role in enhancing financial advice. Prepare to discuss any tools or software you've used in the past, and think about how AI could reshape the industry. Your curiosity will demonstrate that you're a self-starter who’s eager to innovate.