Financial Planning Consultant

Job not on LinkedIn

🔥 8 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Wealth Wizards

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2009

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Wealth Wizards is a company that provides financial guidance and advice to consumers, helping them unlock their financial futures through connected and customizable journeys. Based in the UK, Wealth Wizards serves some of the biggest financial services organizations by offering user-friendly and data-driven insights to improve customer engagement and outcomes. Their platform focuses on digital solutions such as financial health checks, retirement planning, and pension consolidation, all integrated seamlessly via their API-first approach. As regulated financial advisers, they ensure compliance with consumer duty obligations, maintaining high security standards and sustainability practices. Wealth Wizards aims to make financial guidance accessible and affordable for everyone.

📋 Description

• Grow the Personal Advice Team customer base • Act as the lead contact for customers throughout their journey, including ongoing relationship management • Carry out initial and coaching calls for customers seeking financial help • Deliver financial guidance over the phone, Microsoft Teams, and innovative guidance propositions • Identify and convert opportunities for personalised advice or existing support services • Support customers through digital journeys and capture information needed for advice • Manage clients and opportunities using technology to enhance, improve, and automate customer experience • Document and present learning from new technologies to the Product team • Identify and lead improvements to Personal Advice Team service delivery • Support new customer engagement services through financial wellbeing propositions • Identify and execute opportunities to create more referrals • Support delivery of personal advice by identifying customer goals and collecting required information • Manage ongoing customer relationships and ensure a positive experience • Meet objectives aligned with company aspirations • Adhere to Information Security policies and procedures

🎯 Requirements

• Candidates must be currently located in the UK • Full rights to work in the UK • Customer-facing role experience within financial services is essential • Experience engaging clients in a similar way to the Job Purpose preferred • Experience managing client relationships end to end via telephone, email, face to face, and other technologies • Experience building new call flows or trying new ways to engage clients and convert opportunities • Experience working in a regulated environment and delivering high levels of customer service within a risk-controlled framework • Knowledge and background in financial advice, including how advice can benefit customers and how to articulate its value • Experience leading change projects that enhanced service delivery or business opportunities • Excellent communication and engagement skills, particularly over the phone • Ability to manage client objections and complaints effectively • Very strong technology skills and ability to learn new technologies quickly • Ability to meet deadlines, multitask, and manage competing priorities • Team-player mindset and flexibility around work priorities • Ability to demonstrate Wealth Wizards core values (PEARH) • Commitment to keeping professional financial knowledge up to date and completing agreed annual CPD • Total trustworthiness • Strong organisation, methodical working, meticulousness, and discipline

🏖️ Benefits

• Flexible working • Sustainable work/life balance • Collaborative learning culture promoting psychological safety • 25 days annual leave plus every bank holiday • Company pension with up to 10% employer contribution • Company performance-based bonus scheme • Paid day off for 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