DescriptionAt 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 RoleThe 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 YouYour experience

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 & attributes

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
Objection handling skills

Values

Pioneering
- 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
Expert
- 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
Hungry
- 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

Our Benefits

Flexible working
We prioritise a sustainable work/life balance
We have a collaborative learning culture that promotes psychological safety
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
Cycle, Home & Tech scheme

Please note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to provide sponsorship or consider applications from individuals outside of the UK for this role.

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