Senior Financial Advisor

Moneybox

. Run video consultations, collect information, establish customer goals, explain plans, answer questions, and support customers with next steps .

Posted 10/5/2026full-timeLondon • United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in UK pensions, retirement advice, and compliance monitoring, with a strong focus on delivering positive customer outcomes and managing complex escalations. Capable of coaching and developing financial advisers while ensuring adherence to regulatory standards and governance frameworks.

Highest-signal resume keywords

Diploma In Regulated Financial Planning (QCF Level 4)AF7 QualificationPost-Qualification Experience As A Regulated AdvisorDeep Technical Knowledge Of UK PensionsExperience With QA And T&C Supervision

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement AdvicePension DrawdownTax-Free Cash SequencingISAsTax Treatment Of InvestmentsFile CheckingCompliance MonitoringAutomated AdviceHybrid Advice ServicesHouse Rules Contribution

Soft Skills

CoachingCustomer SupportCommunicationProblem SolvingTeam Development

Tools & Technologies

Advisor Management SystemAdvice Engine

Certifications & Qualifications

Chartered Financial Planner Status

Industry Keywords

Consumer Duty RegimeGovernance ForumsSuitability AssessmentsRestricted Advice EnvironmentVulnerable Customers

About the role

Key responsibilities & impact

Run video consultations, collect information, establish customer goals, explain plans, answer questions, and support customers with next steps
Handle complex escalations involving vulnerable customers, multiple pension pots, suitability assessments, and careful off-boarding
Decide whether customers should be off-ramped, document the rationale, and ensure good outcomes
Respond to customers flagged as insistent while protecting the customer and the 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 conduct further fact finding, off-ramp, or release plans
Perform QA checks on advice and calls delivered by Advisors and customer interactions handled by support teams
Own QA themes and report findings into governance forums
Provide expert input into House Rules governing advice engine recommendations
Work with Risk & Compliance on stress testing the advice model
Partner with Product to improve fact finding, suitability reports, and the Advisor Management System
Contribute to compliance monitoring and represent the advice team in governance and audit meetings
Act as senior technical reference point for Advisors, Paraplanners, and Money Guides
Coach and develop less experienced Advisers, including supporting T&C progression and providing structured feedback
Potentially line-manage one or more Financial Advisers
Help shape recruitment, onboarding, and competence frameworks

Requirements

What you’ll need

Diploma in Regulated Financial Planning (QCF Level 4) or equivalent, with significant additional qualifications in pensions
AF7 or equivalent is required given the drawdown remit
Substantial post-qualification experience as a regulated advisor
Strong track record of delivering retirement and at-retirement advice
Deep technical knowledge of UK pensions, drawdown, tax-free cash sequencing, ISAs, and the tax treatment of investments and pensions
Demonstrable experience of QA, file checking, or T&C supervision
Comfortable operating in a restricted advice environment and explaining the boundary between advice and guidance
Fluent with the Consumer Duty regime and able to evidence good customer outcomes
Standard UK business hours availability
Chartered or working towards Chartered Financial Planner status is desirable
Experience with automated or robo-advice, or hybrid advice services, is desirable
Experience contributing to House Rules, advice models, or advice logic is desirable
Candidates must be based within the UK
Moneybox cannot offer visa sponsorship and cannot consider overseas applications

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 working policy with 2 days from the London office and 3 from home