Wealth & Advice Product Support Analyst

🕒 April 1

🇬🇧 United Kingdom – Remote

💵 £55k - £65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📞 Support Engineer

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Aveni

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2018

🤖 Artificial Intelligence

💸 Finance

☁️ SaaS

Artificial Intelligence • Finance • SaaS

<Aveni> is a technology company that builds NLP-powered, compliance-focused AI solutions for the financial services industry. It offers products such as Aveni Assist (an AI meeting assistant that automates adviser admin, CRM updates and report generation), Aveni Detect (automated QA, risk and vulnerability detection across customer interactions) and FinLLM (a finance-specific language model). Aveni provides ready-to-deploy and bespoke/co-developed AI for SMEs, mid-sized firms and enterprises, emphasizing data security, traceability and regulatory/compliance monitoring (Consumer Duty) to improve adviser productivity and quality assurance.

📋 Description

• Translate product initiatives into real-world workflows: Turn high-level product ideas into detailed advice processes, requirements and logic. • Act as a financial advice SME: Provide expertise on advice processes, suitability standards and FCA expectations. • Support solution design: Work with engineering teams to ensure features reflect real adviser workflows and operational realities. • Validate product outputs: Review and test outputs from an adviser, paraplanner and compliance perspective. • Drive product improvement: Identify gaps, edge cases and opportunities to refine solutions during development.

🎯 Requirements

• Strong experience in financial advice or wealth management • Background as a Paraplanner, Financial Adviser or Compliance File Reviewer • Strong understanding of the UK advice landscape • Level 4 Diploma (CII, CISI or LIBF) • Knowledge of financial advice processes and suitability requirements • Knowledge of FCA regulatory expectations • Knowledge of tax wrappers and core financial planning products (pensions, ISAs, investments, protection) • Familiarity with advice tech ecosystem (CRMs, cashflow tools, report writing software)

🏖️ Benefits

• Work abroad policy • Co-working spaces available • 34 days holiday (including flexible bank holidays) and your birthday off • Company-wide off-sites • Optional Personal Development Plan • Flexible benefits platform • Protection essentials including Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution with optional increased contributions) • Private health and dental care • Potential share options • Enhanced family leave