UX Consultant, Financial Questionnaires

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September 25

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Lifecheq

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Finance • Fintech • B2C

Lifecheq is a financial services provider that offers personalized financial advice to individuals. The company focuses on helping clients take control of their finances by creating a customized financial plan that aligns with their goals and lifestyle. Through a holistic approach, Lifecheq guides clients in making informed decisions about their money management, prioritizing their goals, and ensuring they maintain a balance between various financial obligations. Their process includes matching clients with expert advisers, developing a comprehensive financial plan, and providing ongoing support to help clients stay on track with their financial journey.

11 - 50 employees

Founded 2015

💸 Finance

💳 Fintech

👥 B2C

💰 Series A on 2022-05

📋 Description

• Conduct adviser shadowing sessions to understand real-world questionnaire usage • Perform user interviews and usability testing to identify optimisation opportunities • Research adviser behaviour patterns and pain points in questionnaire workflows • Design upfront flows for complex questionnaires and redesign key pages to improve adviser experience • Conduct post-build UX reviews and provide optimisation recommendations • Occasionally design custom components and design elements for specialised questionnaire needs • Improve questionnaire copy using AI-assisted writing tools and edit content directly in the Questionnaire Tool • Optimise language for cognitive load management and decision clarity • Assist the design team with occasional UX design overflow work • Work closely with PMs, developers and advisers to improve adviser workflows and recommendation quality

🎯 Requirements

• Located in South Africa ("You need to be located in South Africa, please.") • Backgrounds accepted: Learning Experience Designer (LxD), Financial adviser/insurance professional, UX Writer, Product Designer with UX writing experience, UX Researcher • Ability to make complex structured information-gathering processes simple and intuitive • Strong UX writing abilities • Comfort with AI-assisted design and writing tools (primarily Claude) • User research skills: interviews, usability testing, field observation • Willingness to learn proprietary Questionnaire Tool (low-code platform) • Ability to work within existing Design Systems and Questionnaire Tool constraints • If lacking UX/UI skills, ability and appetite to learn • Collaborative approach with PMs, developers and other designers • Flexibility for occasional local travel and field research • Application requires CV and a portfolio or examples relevant to background (design work, writing samples, financial experience)

🏖️ Benefits

• Remote-first with occasional travel for field research • Part-time consulting arrangement (2-3 days per week initially) • Flexible retainer structure that can evolve based on workload • Opportunity to work on a market-leading financial advice platform • Use of AI-assisted writing tools (primarily Claude)