The Role
The User Researcher will conduct qualitative and quantitative research, supporting product teams with insights and maintaining operational research foundations. Responsibilities include user interviews, usability testing, and democratizing research across the organization.
Summary Generated by Built In
About the job
At Wealth Wizards, we believe everyone deserves access to high-quality
financial guidance and advice. Since 2009, we've been using technology to
make financial advice affordable, accessible, and understandable.
Our mission goes beyond day-to-day money management — we're committed
to helping people plan for their retirement and secure their financial
wellbeing in later life. Now, we're rethinking how personalised advice is
delivered, and we're looking for a User Researcher to help us understand the
people we're designing for and ensure their needs sit at the heart of what we
build.
This is an opportunity to grow into a research role within a team that
genuinely values the craft, contributing to how research is practised across the
business.
The role
As a User Researcher at Wealth Wizards, you'll join our design team and
conduct research across our product portfolio spanning Targeted Support,
equity release, retirement planning, and coaching. The areas you focus on will
shift based on the needs of the business, so this is a role for someone
comfortable working across different product contexts and audiences.
You'll work closely with the wider product team across the business who
currently don't have the research input they need.
Alongside delivering research, you'll play an active part in the operational
foundations that make research scalable - helping maintain our repository,
our tooling, and the practices that allow research to compound over time.
You'll also help democratise research across the business, supporting
colleagues in other teams to run their own studies with methodological rigour.
At Wealth Wizards, we believe everyone deserves access to high-quality
financial guidance and advice. Since 2009, we've been using technology to
make financial advice affordable, accessible, and understandable.
Our mission goes beyond day-to-day money management — we're committed
to helping people plan for their retirement and secure their financial
wellbeing in later life. Now, we're rethinking how personalised advice is
delivered, and we're looking for a User Researcher to help us understand the
people we're designing for and ensure their needs sit at the heart of what we
build.
This is an opportunity to grow into a research role within a team that
genuinely values the craft, contributing to how research is practised across the
business.
The role
As a User Researcher at Wealth Wizards, you'll join our design team and
conduct research across our product portfolio spanning Targeted Support,
equity release, retirement planning, and coaching. The areas you focus on will
shift based on the needs of the business, so this is a role for someone
comfortable working across different product contexts and audiences.
You'll work closely with the wider product team across the business who
currently don't have the research input they need.
Alongside delivering research, you'll play an active part in the operational
foundations that make research scalable - helping maintain our repository,
our tooling, and the practices that allow research to compound over time.
You'll also help democratise research across the business, supporting
colleagues in other teams to run their own studies with methodological rigour.
Key Responsibilities
You'll be expected to:
- Conduct qualitative and quantitative research across the product portfolio - user interviews, usability testing, surveys, and other appropriate methods.
- Support teams with their research needs across different product areas, adapting to shifting priorities as the business requires.
- Maintain methodological rigour across whatever method you're using, ensuring research is free from bias and produces evidence that holds up to scrutiny - including in a regulated financial services context.
- Feed findings back into our central research repository, helping build a shared, searchable knowledge base that grows in value over time.
- Support the operational side of research - creating and maintaining test scripts, keeping Dovetail well-organised, and helping evolve the tooling and practices the wider team relies on.
- Help democratise research by supporting colleagues across the business to run their own studies - whether that's surveys, interviews, or interpreting findings - in a way that's methodologically sound.
- Communicate findings clearly and confidently, making research accessible to audiences who aren't researchers themselves, including senior stakeholders.
- Contribute to a culture of openness, curiosity, and continuous improvement within the design team and the wider organisation.
Skills, Knowledge & Expertise
What we're looking for:
- Solid, demonstrable research skills across both qualitative and quantitative methods.
- Genuine curiosity - someone who wants to understand the "why" behind user behaviour and business decisions.
- Strong communication skills, with the ability to articulate findings clearly and make research land with non-research audiences.
- Confidence working with and presenting to stakeholders at all levels, including senior colleagues. This is a regulated financial services environment, and the ability to navigate those conversations with credibility matters.
- A collaborative mindset, comfortable working alongside designers, product managers, and engineers.
- A genuine interest in improving people's financial wellbeing.
Job Benefits
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.
About
Founded 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.
Skills Required
- Solid, demonstrable research skills
- Strong communication skills
- Ability to work with stakeholders
- Collaborative mindset
- Interest in financial wellbeing
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The Company
What We Do
Wealth Wizards is a UK-based financial advice technology company founded in 2009. It offers regulated financial planning and guidance through its SaaS platform, aiming to make financial advice affordable and accessible.
