Wealth Wizards
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.
Online Retirement Advice • Robo advice • Financial Education • Financial Wellbeing • Hybrid Financial Advice
User Researcher
April 3
Wealth Wizards
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.
Online Retirement Advice • Robo advice • Financial Education • Financial Wellbeing • Hybrid Financial Advice
📋 Description
At Wealth Wizards our vision is a future where everybody in society has access to affordable financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers. We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds. If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help. About the role As a User Researcher, you'll be on a mission to help us redefine how our customers engage with their wealth and pensions. By delivering cutting-edge digital solutions, we empower individuals to take control of their financial future. In this role, you'll play a critical part in understanding our users, driving human-centred design, and ensuring our products meet real customer needs. You'll collaborate with product managers, designers, and engineers to create intuitive experiences which make financial decision-making simpler and more accessible. If you're passionate about applying your research skills to solve meaningful financial challenges, we want to hear from you!
🎯 Requirements
Proven experience as a user researcher, ideally within a fintech, financial services, or digital product environment. Experience using UserTesting (or equivalent user research platforms) Demonstrated ability to lead research initiatives and collaborate effectively within cross-functional teams. Track record of translating research insights into tangible product and design decisions. Experience conducting a variety of research methods to uncover user needs and pain points. Familiarity with agile, iterative product development cycles. Knowledge of the financial services industry, particularly wealth management or pensions, is a plus. Previous experience presenting findings to stakeholders at various levels. Understanding of customer behavior, market trends, and competitive analysis. Ability to work in a fast-paced, evolving environment. Demonstrate Wealth Wizards core values (Pioneering, Expert, Accessible, Reliable, Hungry) Strong expertise in qualitative and quantitative research methods, including usability testing, user interviews, surveys, and data analysis. Excellent communication and storytelling skills, with experience presenting findings to senior stakeholders. Ability to translate research insights into actionable recommendations which influence product and design decisions. Strong problem-solving and analytical thinking skills, with a user-first mindset. Familiarity with tools like Figma, Miro, or similar for collaboration and research synthesis. Ability to work autonomously and lead research initiatives within cross-functional product teams. Passion for delivering customer-centric digital solutions. Ability to manage multiple projects simultaneously while maintaining attention to detail. Collaborative and proactive mindset with a focus on continuous improvement.
🏖️ Benefits
Flexible working We prioritise a sustainable work/life balance We have a collaborative learning culture that promotes psychological safety 25 days annual leave plus every bank holiday Company pension (up to 10% employer contribution) Company performance based Bonus scheme Paid day off to celebrate 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 Professional memberships funded Salary sacrifice car scheme Cycle, Home & Tech scheme
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