• Conduct financial analysis, forecasting, and budgeting to support strategic decision-making and drive business performance. • Build and maintain complex financial models for scenario analysis, business case evaluations, and new business underwriting. • Partner with cross-functional teams across the company to uncover financial trends and translate data into actionable insights that improve performance. • Develop and track key financial and customer metrics (KPIs), providing clear visibility into our performance against targets. • Prepare and present financial reports and presentations for senior leadership, the executive team, and key stakeholders. • Assist in the preparation of investor materials, including board decks and investor communications, helping to tell our company's story. • Identify and champion process improvements within the finance function and across the company to increase efficiency and effectiveness. • Stay ahead of industry trends and best practices to ensure our financial operations are robust and competitive.

• Provide remote independent financial advice using pioneering technology • Drive forward the change required to build a model office experience for clients and colleagues as an active tester, user, shaper and advocate of technology solutions built by Wealth Wizards • Support the Personal Advice Team, as a subject matter expert to help the development of team members • Provide advice to clients in a compliant manner as detailed in the compliance manual and procedures documents. • Ensure high standards of product research, record keeping, management reporting, compliance and customer satisfaction, and ensure any associated business risks are understood and managed. • Comply with the Financial Services and Markets Act 2000, the FCA Statement of Principles & Code of Practice for approved persons and the relevant FCA rules at all times. • Taking responsibility for the client advice files, including the recommendations, suitability report, client specific illustration and key features document prepared by paraplanners, prior to sign off, and communication of recommendations to clients. • Maintain the level of competence required by the T&C scheme, including documenting sufficient CPD to ensure a current Statement of Professional Standing **(**SPS) is held at all times. • Oversee decisions on referrals from the automated advice journeys. • Fulfil all CF30 requirements • Meet objectives set in line with Company aspirations • Achieve minimum business levels and conversions set by the Company • Adhere to all Information Security policies and procedures • Work with the wider Wealth Wizards product and advice teams to share insight and shape future developments that will make advice accessible and affordable • Own and deliver on agreed parts of the plan to build a Model Office within the Personal Advice Team

• Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations • Assess clients’ financial situations and design customized financial plans tailored to their unique needs and goals • Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations • Help clients effectively manage their resources to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home • Stay current with financial trends, market changes, and budgeting strategies to offer clients the most relevant coaching • Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals

- Offer strategic coaching in essential areas, such as cash flow and budgeting, through text and video consultations - Assess clients’ financial situations and design customized financial plans tailored to their unique needs and goals - Guide clients in making informed, secure financial decisions that align with their short-term needs and long-term aspirations - Help clients effectively manage their resources to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home - Stay current with financial trends, market changes, and budgeting strategies to offer clients the most relevant coaching - Monitor and adjust financial plans as needed, ensuring clients stay on track and adapt to any life changes or shifts in financial goals