Top Tech Jobs & Startup Jobs

Provide regulated financial advice through video consultations, gathering customer information and goals, explaining advice plans, handling escalations, and supporting suitable customer outcomes. Review and approve engine-generated plans, investigate flagged cases, identify process improvements, and collaborate with paraplanners and support teams. The role also includes coaching Financial Guides and contributing to team learning.

Provide regulated retirement and at-retirement financial advice, especially complex pension consolidation and drawdown cases. Review and approve automated advice plans, conduct quality assurance, oversee suitability and vulnerable-customer cases, contribute to compliance and governance, shape advice-engine rules, and coach or manage Financial Advisers. The role also partners with Product and Risk & Compliance to improve advice processes, models, and customer outcomes.

Leads Moneybox’s regulated Financial Adviser team, overseeing recruitment, people management, competence, case sign-off, quality assurance, governance, and customer outcomes. Acts as a Certified Individual under SM&CR, manages T&C frameworks, supports adviser development, handles complex escalations, and represents the team in governance and strategic forums. The role also partners with product and technology teams to improve digital advice processes and scale service delivery.

Build and operate the second-line risk framework for Moneybox’s FCA-regulated advice business. Responsibilities include risk appetite and KRIs, RCSAs, control testing, incident management, capital and liquidity assessments, wind-down planning, operational resilience, third-party oversight, AI and model risk, and Board-level risk reporting. The role also supports regulatory engagement, new service launches, control design, and risk culture development.

Build and operate Moneybox’s second-line compliance function for a UK retail financial advice business. Responsibilities include compliance monitoring, advice suitability oversight, financial promotions, financial crime controls, outsourced-service oversight, complaints, SM&CR, regulatory change, FCA engagement, and Board reporting. The role also supports automated advice governance, Consumer Duty outcomes, product governance, and the launch of new regulated services.

Own the Payments and Transfers product roadmap, prioritizing customer problems and leading discovery, requirements, delivery, experimentation, and performance optimization. Partner with Engineering, Design, Compliance, Legal, Operations, Marketing, Insight, and Support to deliver secure, compliant, efficient financial experiences. Improve payment setup, transfers, contributions, customer understanding, engagement, and supporting operational systems while aligning outcomes with customer needs, business goals, and product strategy.

Leads four Analytics Engineers and owns the roadmap for analytical data products. Responsibilities include data architecture, analytical modelling, prioritisation, product discovery, delivery, quality assurance, governance, and stakeholder communication. The role coordinates dependencies across engineering and analytics teams while developing centralised data models, marts, metrics, and dimensions. It requires strong hands-on data or analytics engineering experience, leadership capability, and familiarity with dbt, Databricks, Snowflake, and regulated financial environments.

Lead complex UK financial planning cases, especially pension consolidation and drawdown. Review and improve suitability reports, templates, disclosures, workflows, and advice-engine outputs. Coach paraplanners, support advisors, triage team workloads, and collaborate with proposition, product, risk, and compliance teams. Maintain high standards for suitability, evidence, governance, and customer clarity while contributing to advice policy and digital service development.

Lead the improvement of pension transfer processes by managing provider relationships, mapping transfer workflows, standardising submissions, resolving process bottlenecks, and creating scalable playbooks. The role also involves handling live cases and lightly guiding a small team. Candidates should be practical, data-literate, comfortable building processes independently, and experienced in financial services or operations, with pensions knowledge advantageous.

Own and improve Moneybox’s data platform, including scalable pipelines, integrations, analytical models, data quality, observability, reliability, performance, and security. Lead significant architecture changes, ingest new data sources, guide engineers and analysts, and collaborate with Engineering, Insight, Information Security, and Compliance. The role requires autonomous technical ownership, production troubleshooting, and clear communication across technical and non-technical stakeholders.