Develop bespoke web applications and services to provide automated online financial advice. Create innovative software using excellent architectural design within an Agile team environment.
Wealth Wizards
5 Remote Job Openings at Wealth Wizards
Lead and manage the customer service function within a regulated financial advisor firm to enhance client satisfaction and ensure regulatory compliance. This includes designing workflow processes in Intelligent Office, managing SLAs, and mentoring the client service team.
Own the full software lifecycle from design and coding to automated testing and production monitoring. Collaborate with product managers and UX designers to build scalable SaaS financial tools using a serverless web stack.
Lead the design, governance, and delivery of Equity Release and Personal Advice propositions to ensure regulatory integrity and good customer outcomes. Oversee the integration of the Wealth Wizards advice business into the Royal London model while shaping future advice strategies.
The role involves providing administrative support to the Personal Advice Team and managing client inboxes while maintaining accurate business records. You will also act as a point of contact for product providers and ensure all activities comply with FCA regulations.
