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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in UK pensions, ISAs, and investment products, with a strong focus on customer outcomes and effective communication. Proficient in managing customer consultations and collaborating with paraplanners to ensure suitability and compliance within a structured advice process.
Highest-signal resume keywords
Diploma In Regulated Financial Planning (QCF Level 4)Strong Understanding Of UK PensionsExperience Advising CustomersPension Transfer / Drawdown Qualifications (AF7 Or Equivalent)Experience In A Digital Or Scaled-Advice Environment
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer ConsultationPension ConsolidationMarket Volatility ManagementCase PreparationSuitability ReviewTechnical SupportData AnalysisFact-FindingEscalation ManagementCustomer Off-Boarding
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationEmpathyCollaborationProblem-Solving
Tools & Technologies
CalendlyDigital Advice Platforms
Certifications & Qualifications
Diploma In Regulated Financial Planning (QCF Level 4)Pension Transfer / Drawdown Qualifications (AF7 Or Equivalent)
Industry Keywords
Consumer DutyInvestment ProductsTax TreatmentRetirement CasesAccumulation Cases
About the role
Key responsibilities & impact- Run video consultations, collect customer information and establish goals.
- Walk customers through their plans, answer questions and help them feel confident about next steps.
- Handle support-team escalations involving pensions, pension consolidation, drawdown and market volatility.
- Off-board customers who are not suited to the service, with empathy and appropriate handover.
- Respond to customers flagged as insistent while protecting the customer and firm.
- Review engine-generated plans against suitability standards within agreed SLAs and sign off plans for release.
- Review flagged customer cases and decide whether to fact-find further, off-ramp or release the plan.
- Identify patterns and feed them into House Rules, fact-find improvements and Paraplanner training.
- Work closely with Paraplanners on case preparation, suitability content and reviews.
- Provide technical support and coaching to Financial Guides on the advice/guidance boundary.
- Contribute to team learning sessions.
- Work within standard UK business hours at launch, with customer time structured around bookable Calendly slots.
Requirements
What you’ll need- Diploma in Regulated Financial Planning (QCF Level 4) — either completed, or close enough that you can complete within an agreed timeframe.
- Strong understanding of UK pensions, ISAs, investment products and the tax treatment of each.
- Experience advising customers, ideally with a mix of retirement and accumulation cases.
- Excellent written and verbal communication.
- Comfortable working with technology, data and a structured advice process.
- Strong awareness of Consumer Duty and a genuine instinct for good customer outcomes.
- Pension transfer / drawdown qualifications (AF7 or equivalent), or appetite to work towards them (desirable).
- Experience in a digital or scaled-advice environment (desirable).
- Experience working with paraplanners or in a case-prep model (desirable).
- Candidates must be based within the UK.
- Visa sponsorship is unavailable; overseas applications cannot be considered.
- Satisfactory pre-employment checks, including criminal record and adverse credit history checks, are required.
Benefits
Comp & perks- Company pension scheme
- Company bonus scheme
- Home office furniture allowance
- Personal Annual Learning and Development budget
- Private Medical Insurance
- Health Cash Plan – cashback on everyday healthcare like dental and opticians
- Cycle to work scheme – spread the cost of a new bike and accessories
- CycleSaver – save on bike-share subscriptions and have a more sustainable commute
- Wellhub subscription to a variety of gyms and wellbeing apps
- Enhanced parental pay & leave
- 25 days holiday + bank holidays with additional days added with length of service.
- Hybrid policy including 2 days from the London office and 3 days from home
- Opportunity to join a fast-growing, award-winning and ambitious company
- Collaborative and inclusive company culture