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- Tasks: Provide remote financial advice and shape innovative tech solutions for clients.
- Company: Join Wealth Wizards, a forward-thinking company dedicated to accessible financial advice.
- Benefits: Enjoy 25 days holiday, birthday off, and a generous pension scheme.
- Other info: Embrace a collaborative culture with excellent growth opportunities.
- Why this job: Make a real difference in people's financial lives while working flexibly.
- Qualifications: Must have QCF Level 6 and experience in financial services.
The predicted salary is between 54000 - 90000 £ per year.
Location: Remote-first working within the United Kingdom
Benefits include: 25 days holiday, a paid day off to celebrate your birthday, 10% employer matched pension, company bonus scheme, private medical insurance, enhanced parental leave and many more.
About Wealth Wizards
At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers. We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.
If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.
We offer a flexible working arrangement, with approximately one in-person team meeting every six weeks (London, Leamington Spa or Edinburgh). You should feel confident working independently in a remote environment, but if you prefer a hybrid setup, you're welcome to work from any of our office locations as often as you like.
About the Role
The role has three main objectives:
- Provide remote independent financial advice using pioneering technology.
- Drive forward the change required to build a model office experience for clients and colleagues as an active tester, user, shaper and advocate of technology solutions built by Wealth Wizards.
- Support the Personal Advice Team, as a subject matter expert to help the development of team members.
Responsibilities
- Provide advice to clients in a compliant manner as detailed in the compliance manual and procedures documents.
- Ensure high standards of product research, record keeping, management reporting, compliance and customer satisfaction, and ensure any associated business risks are understood and managed.
- Comply with the Financial Services and Markets Act 2000, the FCA Statement of Principles & Code of Practice for approved persons and the relevant FCA rules at all times.
- Taking responsibility for the client advice files, including the recommendations, suitability report, client specific illustration and key features document prepared by paraplanners, prior to sign off, and communication of recommendations to clients.
- Maintain the level of competence required by the T&C scheme, including documenting sufficient CPD to ensure a current Statement of Professional Standing (SPS) is held at all times.
- Oversee decisions on referrals from the automated advice journeys.
- Fulfil all CF30 requirements.
- Meet objectives set in line with Company aspirations.
- Achieve minimum business levels and conversions set by the Company.
- Adhere to all Information Security policies and procedures.
- Work with the wider Wealth Wizards product and advice teams to share insight and shape future developments that will make advice accessible and affordable.
- Own and deliver on agreed parts of the plan to build a Model Office within the Personal Advice Team.
About You
- Minimum QCF Level 6 and Competent Adviser Status (CAS)
- A demonstrable track record of performance
- Understanding of the regulated financial service sector and the challenges of affordable advice
- Worked extensively in advice roles in Financial Services
- Used research tools or technology for products and funds
- Developed / maintained strong working relationships
- Interacted with clients, via telephone / email / face-to-face
- Formulated compliant recommendations and suitability reports
- Interacted with Financial Services product providers
- Implemented process improvement
- Supported and developed others
- Understanding of remote advice
Your Skills
- Demonstrate Wealth Wizards core values (PEARH)
- The ability to stay focused under pressure
- Good verbal and written communication skills
- Highly numerate and analytical
- Excellent attention to detail
- Ability to meet deadlines
- Aptitude for technology and interest in financial services automation
- Interpersonal skills
- Ability to communicate at all levels
- Excellent telephone skills
- Team player
Our Values
- Driven and passionate about helping people meet their financial objectives
- Self-motivated and enthusiastic team player
- Proactive, innovative, resilient and energetic, with a passion for delivering great service
- Constantly seeking new learning / self-development opportunities
- Ability to represent Wealth Wizards at all times (telephone, digital or face-to-face communication)
- Accessible
- Adaptable and enjoys a challenge
- Builds strong collaborative relationships
- Flexibility to work in a fast-moving business which is developing rapidly
- Reliable
- Conscientious and tenacious
- Total trustworthiness essential
- Highly organised, methodical, meticulous and disciplined
- Takes ownership
- Ready to step out of our comfort zone and keep going
- Seeking new opportunities for advice
- Be flexible in your approach to the business opportunities
- We prioritise a sustainable work/life balance
- We have a collaborative learning culture that promotes psychological safety
Benefits
- 25 days annual leave plus every bank holiday
- Company pension (up to 10% employer contribution)
- Company performance based Bonus scheme
- Paid day off to celebrate your birthday
- Additional holiday purchase (up to 5 days per year)
- Additional holidays for length of service (up to 3 days)
- Private medical insurance
- Dental and health cash plans
- Enhanced parental leave and pay
- Discounts on gym membership and health screening
- Employee assistance programme
- Life assurance of 4x basic salary
- £500 pension advice per year
- 6 paid days per year for self development
- £500 individual training budget per year
- Professional memberships funded
- Salary sacrifice car scheme
The Important Bit
We can only accept applications submitted via our application link. CV's sent via direct message won’t be seen. Wealth Wizards don’t accept any CV's received from recruitment agencies where terms of business have not been signed and instruction has not been given. We will not consider or agree to payment of any recruiter fee under these circumstances. Applicants must be located within, and have the right to work in the UK.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Consulting
Financial Planner employer: Wealth Wizards
Contact Detail:
Wealth Wizards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Get to know Wealth Wizards! Research the company culture, values, and their approach to financial advice. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info about the role and might even lead to a referral, which can double your chances of landing an interview.
✨Tip Number 3
Prepare for the interview by practising common questions related to financial planning and compliance. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your experience effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining Wealth Wizards and ready to embrace our remote-first culture.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience and skills that match the job description. We want to see how you can bring value to Wealth Wizards!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advice and how you align with our values. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Tech Savvy: Since we're all about using technology to enhance financial advice, make sure to mention any tools or software you've used in your previous roles. We love candidates who are comfortable with tech!
Apply Through Our Website: Don't forget to apply through our application link! It's the only way we can consider your application. We can't wait to see what you bring to the table!
How to prepare for a job interview at Wealth Wizards
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services Wealth Wizards offers. Familiarise yourself with their SaaS platform and how it enhances client experiences. This will show that you're genuinely interested and prepared.
✨Showcase Your Tech Savvy
Since the role involves using pioneering technology, be ready to discuss your experience with research tools and any tech solutions you've used in previous roles. Highlight how you've leveraged technology to improve client interactions or streamline processes.
✨Demonstrate Compliance Awareness
Understanding compliance is crucial in this role. Be prepared to talk about your experience with the Financial Services and Markets Act and how you've ensured compliance in your past positions. This will reassure them that you can handle the regulatory aspects of the job.
✨Be a Team Player
Wealth Wizards values collaboration, so share examples of how you've supported colleagues or contributed to team success in the past. Emphasise your interpersonal skills and how you can help develop others within the Personal Advice Team.