Moneybox is building a new kind of advice service, and the Senior Financial Advisor will be the technical anchor for complex pension cases. You’ll ensure advice is suitable and compliant, while guiding the Advice Engine’s outputs and shaping the House Rules that govern guidance provided to customers.
You will coach less experienced Advisers and potentially manage a small team, contributing to governance, risk, and continuous improvement of the service.
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Senior Pension & Drawdown Advisor — Expert Coach 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.
