Moneybox is hiring a Financial Advisor to join the Advice team. You will capture inputs, review engine-generated plans, and clearly explain recommendations to customers. You’ll handle escalations and off-boarding when appropriate, ensuring high-quality outcomes.
You’ll work with paraplanners and guides to support reviews, coaching, and ongoing learning in a digital, scaled-advice environment. The role is remote with a hybrid policy for UK-based colleagues.
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Remote Financial Advisor - Personal Wealth Planning employer: Moneybox
At Moneybox, we pride ourselves on being an excellent employer by fostering a supportive and collaborative work culture that prioritises employee well-being and growth. Our Customer Operations Specialists play a crucial role in helping first-time homebuyers navigate their financial journeys, and we offer comprehensive training, career development opportunities, and a vibrant team environment in a location that encourages work-life balance. Join us to make a meaningful impact while enjoying the unique advantages of working in a dynamic fintech company.
