Financial adviser
Core
Deliver personal, compliant, and milestone-based financial advice to ambitious professionals using a hybrid human+AI model.
Role type
Level 4 qualified financial adviser (early-stage)
Builds
Personalized financial planning services for clients
Domain
UK Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Level 4 qualification, UK financial planning frameworks, FCA standards, client relationship management, hybrid advisory model adoption
Preferred skills
Tech-friendly mindset, collaborative approach, culture-shaping ability
Responsibilities
Deliver compliant milestone-based advice, build long-term client relationships, utilize proprietary tools, contribute to planning framework improvements, help shape company standards
Seniority
Early-stage hire, shaping culture and processes
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