Financial Planner at Wealth Wizards

About the RoleThe role has three main objectives;Provide remote independent financial advice using pioneering technologyDrive 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 WizardsSupport the Personal Advice Team, as a subject matter expert to help the development of team membersResponsibilitiesProvide 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 requirementsMeet objectives set in line with Company aspirationsAchieve minimum business levels and conversions set by the CompanyAdhere to all Information Security policies and proceduresWork with the wider Wealth Wizards product and advice teams to share insight and shape future developments that will make advice accessible and affordableOwn and deliver on agreed parts of the plan to build a Model Office within the Personal Advice TeamAbout YouYour experienceMinimum QCF Level 6 and Competent Adviser Status (CAS)A demonstrable track record of performanceUnderstanding of the regulated financial service sector and the challenges of affordable adviceWorked extensively in advice roles in Financial ServicesUsed research tools or technology for products and fundsDeveloped / maintained strong working relationshipsInteracted with clients, via telephone / email / face-to-faceFormulated compliant recommendations and suitability reportsInteracted with Financial Services product providersImplemented process improvementSupported and developed othersUnderstanding of remote adviceYour skills & attributesDemonstrate Wealth Wizards core values (PEARH)The ability to stay focused under pressureGood verbal and written communication skillsHighly numerate and analyticalExcellent attention to detailAbility to meet deadlinesAptitude for technology and interest in financial services automationInterpersonal skillsAbility to communicate at all levelsExcellent telephone skillsTeam playerObjection handling skillsValuesPioneeringDriven and passionate about helping people meet their financial objectivesSelf-motivated and enthusiastic team playerProactive, innovative, resilient and energetic, with a passion for delivering great serviceExpertConstantly seeking new learning / self-development opportunitiesAbility to represent Wealth Wizards at all times (telephone, digital or face-to-face communication)AccessibleAdaptable and enjoys a challengeBuilds strong collaborative relationshipsFlexibility to work in a fast-moving business which is developing rapidlyReliableConscientious and tenaciousTotal trustworthiness essentialHighly organised, methodical, meticulous and disciplinedTakes ownershipHungryReady to step out of our comfort zone and keep goingSeeking new opportunities for adviceBe flexible in your approach to the business opportunitiesOur BenefitsFlexible workingWe prioritise a sustainable work/life balanceWe have a collaborative learning culture that promotes psychological safety25 days annual leave plus every bank holidayCompany pension (up to 10% employer contribution)Company performance based Bonus schemePaid day off to celebrate your birthdayAdditional holiday purchase (up to 5 days per year)Additional holidays for length of service (up to 3 days)Private medical insuranceDental and health cash plansEnhanced parental leave and payDiscounts on gym membership and health screeningEmployee assistance programmeLife assurance of 4x basic salary£500 pension advice per year6 paid days per year for self development£500 individual training budget per yearProfessional memberships fundedSalary sacrifice car schemeCycle, Home & Tech schemePlease 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.About Wealth WizardsFounded in 2009, Wealth Wizards are automating financial advice for the digital age. Our founding purpose is to make financial advice affordable and accessible to everyone, and this mission and ethos still drives the business forward and is at the heart of all we do. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers. Today, we are one of the UK’s leading financial advice technology providers with a growing B2B customer base including wealth management, Tier-1 banks, pension providers and large insurers in the UK. Since March 2021 we have been owned by Royal London and we now have a key role to play in advancing their digital strategies.

Financial Planner

Emma

Requirements and responsibilities

Skills wanted:

Language(s) required:

Ben Hampton

Nicholas Mastrocinque

Tony Vail

About Wealth Wizards:

www.wealthwizards.com/

Admin access needed

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