Financial Planning Consultant (Fintech)

Location: Fully remote, but candidates must be currently located in the UK and have full rights to work in the UK. Applications from outside the UK are not considered.

Company

hirify.global provides a SaaS platform for digital financial advice and guidance, serving consumers, financial advisers, wealth managers, banks, pension providers, and insurers.

What you will do

• Conduct initial and coaching calls for customers seeking financial guidance and identify opportunities for personalised advice.
• Support customers through digital advice journeys, capturing the information required for initial and ongoing advice.
• Manage client relationships and opportunities through technology, improving and automating the customer experience.
• Document insights from new technologies and share them with the Product team to improve future solutions.
• Lead improvements to Personal Advice Team services, customer experience, operational efficiency, and referral generation.
• Support new financial wellbeing propositions, maintain professional knowledge, complete annual CPD, and follow information security procedures.

Requirements

• Customer-facing financial services experience is essential, preferably with evidence of engaging clients in a similar way.
• Experience managing client relationships end to end by telephone, email, face to face, and other available technologies.
• Experience building call flows or testing new approaches to engage clients and convert opportunities.
• Experience working in a regulated environment and delivering high customer service within a risk-controlled framework.
• Knowledge and experience of financial advice, including how advice benefits customers and how to explain its value.
• Experience leading change projects that improved service delivery or business opportunities.
• Excellent communication and engagement skills, particularly by phone, including the ability to manage objections and complaints.
• Strong technology skills, the ability to learn new technologies quickly, deadline management, multitasking, prioritisation, and collaborative teamwork.
• Reliable, organised, adaptable, proactive, trustworthy, resilient, and committed to continuous learning and customer service.

Culture & Benefits

• Flexible working with a focus on sustainable work-life balance and psychological safety.
• 25 days of annual leave plus bank holidays, with additional holiday purchase and length-of-service leave.
• Company pension with up to 10% employer contribution, performance-based bonus, and £500 annual pension advice benefit.
• Private medical insurance, dental and health cash plans, enhanced parental leave and pay, life assurance, and employee assistance programme.
• Six paid self-development days, a £500 annual training budget, funded professional memberships, and wellbeing discounts.
• Birthday day off plus salary sacrifice car, cycle, home, and technology schemes.

Hiring process

• Screening call.
• Hiring Manager interview.
• Team interview.