About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
We’re looking for a Senior Data Engineer to join our Data Engineering team and play a key role in shaping how data moves through Moneybox.
Working closely with our Data Engineering lead, you’ll act as a senior technical partner and take significant ownership of our data platform, architecture and engineering standards. This is a hands-on role, but one with broad influence across Engineering and Insight.
You’ll need to be comfortable operating with a high degree of autonomy, making pragmatic technical decisions and taking ownership from problem definition through to production.
What You'll Do
Act as a senior technical partner within Data Engineering, providing continuity and ownership across the platform
Help set the technical direction and priorities for Data Engineering
Own, maintain and improve our core data processing and analytical platforms, with a strong focus on reliability, scalability and resilience
Design, build and maintain robust data pipelines and integrations across Moneybox systems
Lead the design of significant data architecture and integration changes
Build integrations to ingest new data sources and make them available across our analytical platforms
Partner with Backend Engineering and Insight teams to maintain reliable, accurate and meaningful data models as our products evolve
Establish and promote good engineering practices across data pipelines, modelling, observability, performance and reliability
Ensure data quality and integrity throughout our pipelines, identifying and addressing issues before they impact downstream users
Provide technical guidance to engineers and analysts working with the data platform
Work with Engineering, Information Security and Compliance to ensure analytical data is secure, appropriately restricted and handled in line with our policies
Monitor and improve the performance, efficiency and cost of our data processing platforms
Take ownership of complex technical problems and drive them through to resolution
Keep up to date with developments in data engineering and identify where new technologies or approaches could deliver meaningful value
Contribute to the wider engineering community at Moneybox, sharing expertise and helping raise standards across our technology estate
Our Data Technology Stack
Cloud: Microsoft Azure
Data platforms: Azure Databricks, SQL Server, Cosmos DB and Blob Storage
Data processing: Python, Spark and SQL
Messaging: Azure Service Bus and Event Hubs
DevOps and infrastructure: Azure DevOps, GitHub Actions and Terraform
You don’t need to have worked with every technology we use, but we expect you to have strong experience with comparable technologies and the ability to learn quickly.
Who You Are
An experienced data engineer who enjoys solving complex technical problems and building reliable systems
Comfortable taking significant ownership and operating with a high degree of autonomy
Able to act as a trusted technical partner and help shape technical direction
Pragmatic and able to balance strong engineering practices with the needs of a fast-moving business
Curious and motivated by improving systems, processes and ways of working
A strong communicator who can explain complex technical concepts clearly to both technical and non-technical audiences
Someone who cares about the quality of their work and the impact it has on customers and colleagues
Comfortable working across team boundaries and bringing clarity to ambiguous or complex problems
Skills & Experience
Strong experience designing, building and operating scalable production data pipelines
Strong understanding of ETL and ELT architectures and patterns
Strong programming and data transformation skills, particularly using technologies such as Python, Spark and SQL
Experience working with cloud-based data platforms
Experience designing systems for reliability, observability, performance and data quality
Strong understanding of data modelling and the principles behind well-structured analytical data
Experience making technical design decisions and taking ownership of significant engineering work
Ability to independently investigate problems and drive work through to completion
Ability to communicate technical concepts clearly and work effectively with a broad range of stakeholders
Experience with NoSQL technologies such as Cosmos DB, DynamoDB or MongoDB
Experience with messaging or event-streaming technologies such as Azure Service Bus or Event Hubs
Experience using infrastructure-as-code tools such as Terraform
Understanding of REST APIs, authentication and API security
Experience working with sensitive or regulated data
Experience improving the cost and performance of large-scale data workloads
Whats in it for you?
The opportunity to join a fast-growing, award-winning and ambitious company
The chance to have a meaningful impact on the technology and data capabilities behind Moneybox
A friendly and highly motivated team
A collaborative and inclusive culture where your ideas will be heard
Company bonus scheme
Company pension scheme
Hybrid working
Home office furniture allowance
Personal annual learning and development budget
Private medical insurance
Health Cash Plan, including cashback on services such as dental and optical care
Cycle to Work scheme
Wellbeing and fitness benefits
Enhanced parental pay and leave
25 days' holiday plus bank holidays, with additional days based on length of service
This is a newly created position driven by Moneybox’s exceptional growth. The Director of Treasury will be instrumental in driving treasury strategy and delivering best in class operations and governance. Treasury at Moneybox isn’t just about managing banking counterparties, it’s about leveraging technology and financial products to optimise liquidity and commercial return within a given risk appetite. Assisting and questioning product development, helping set the company’s strategic direction, and delivering quality coaching to get the best out of your team.
What You’ll Do
Being a Director at Moneybox doesn’t just mean you own and manage your function, it means you play a vital role in helping define company strategy through cross-functional steering committees, quarterly planning meetings, and management committees. Moneybox has thrived owing to its strong culture; as a Director, you are core in helping maintain this culture through living and promoting the Moneybox values.
The role is a trusted advisor to the VP Finance, but also has direct exposure to our Chief Executive Officers and Chief Operating Officer. You’re expected to deliver in the role:
Values-driven leadership: You take end-to-end ownership of Treasury, acting as a high-trust role model who leads with humility and radical honesty
Operational excellence through accountability: You oversee day-to-day operations with a relentless focus on collective results, ensuring accuracy and efficiency are team benchmarks
Curious & Data-Driven: You possess a genuine hunger to understand the \"why\" behind the numbers, diving deep into behavioral data to ensure our liquidity strategy is built on solid foundations
Architect of transparent governance: You design KPIs and Risk Frameworks that provide the clarity and \"buy-in\" necessary for the firm to progress with complete confidence
Strategic automation driver: You utilize technology to eliminate manual friction, driving the functional tech strategy and holding the function accountable for delivering
Collaborative relationship builder: You cultivate banking and counterparty relationships through authentic connection, ensuring external partners are aligned with our mission
Cross-functional partner: You work seamlessly cross-functionally, breaking down silos to ensure operational excellence and positive commercial outcomes are a shared victory
Accountable regulatory guardian: You take full ownership of critical reporting (ICARA, MIF), ensuring our regulatory standing is beyond reproach through meticulous attention to detail
Commercially sharp strategic advisor: You translate complex financial data into actionable insights for senior management, driving high-stakes outcomes like M&A, funding plans, and IPO readiness
Voice of healthy conflict: As a key member of the Treasury Management Committee, you lean into challenging debates to ensure the best decisions are made for the company
Who you are
Results-first leader: You possess an ego-less approach to success, instinctively prioritizing collective company outcomes over personal or functional ambition
Cross-functional catalyst: You thrive in shared-goal environments, understanding that true accountability means bridging silos to ensure the entire team wins, not just your department.
Hungry & intellectually curious: You bring an exceptional work ethic and a \"thirst for knowledge\" that drives you to constantly improve yourself and the systems around you
Action-Oriented: You have the acumen to translate high-level strategy into tangible outputs, ensuring that \"commitment\" isn't just a word, but a measurable result
Collaborative Communicator: You build trust by being radically honest—admitting mistakes and asking for help—and you prefer healthy debate to reach the best outcomes
Experience and Skills
Credentialed Excellence: You hold a professional qualification that proves your technical rigour—whether it’s an ACA, CFA, or ACT.
Liquidity Mastery: Beyond just managing cash, you’ve mastered the art of strategically deploying significant capital to balance safety with return.
Data Translation: As a natural \"data translator,\" you turn complex datasets into sharp, commercially savvy moves that drive the business forward.
Regulatory Navigation: Having successfully navigated high-stakes landscapes, you bring deep familiarity with ICARA, ICAAP, or ILAAP frameworks.
CASS Stewardship: With a robust understanding of CASS compliance, you ensure the integrity and protection of client assets is never compromised.
People-First Leadership: You bring a proven track record of mentoring high-performing teams and fostering long-term professional growth.
Thriving Under Pressure: You excel in high-velocity settings, staying calm, focused, and effective when the pace picks up.
Strategic Communication: Distilling complex financial truths for C-suite stakeholders comes naturally to you; you are an excellent communicator who can command a room.
What’s In It For You?
Opportunity to join a fast-growing, award-winning and super ambitious company
Work with a friendly team of highly motivated individuals
Be in an environment where you are listened to and can actually have an impact
Thriving collaborative and inclusive company culture
Company pension scheme
Company bonus scheme
Hybrid working environment – by the Oxo Tower
Home office furniture allowance
Personal Annual Learning and Development budget
Private Medical Insurance
Health Cash Plan – cashback on everyday healthcare like dental and opticians
Cycle to work scheme – spread the cost of a new bike and accessories
CycleSaver – save on bike-share subscriptions and have a more sustainable commute
Wellhub subscription to a variety of gyms and wellbeing apps
Enhanced parental pay & leave
25 days holiday + bank holidays with additional days added with length of service.
This is a hybrid role. Our office is in London, by the Oxo Tower
","descriptionPlain":"This is a newly created position driven by Moneybox’s exceptional growth. The Director of Treasury will be instrumental in driving treasury strategy and delivering best in class operations and governance. Treasury at Moneybox isn’t just about managing banking counterparties, it’s about leveraging technology and financial products to optimise liquidity and commercial return within a given risk appetite. Assisting and questioning product development, helping set the company’s strategic direction, and delivering quality coaching to get the best out of your team.\n\nWhat You’ll Do\n\n - Being a Director at Moneybox doesn’t just mean you own and manage your function, it means you play a vital role in helping define company strategy through cross-functional steering committees, quarterly planning meetings, and management committees. Moneybox has thrived owing to its strong culture; as a Director, you are core in helping maintain this culture through living and promoting the Moneybox values.\n \n The role is a trusted advisor to the VP Finance, but also has direct exposure to our Chief Executive Officers and Chief Operating Officer. You’re expected to deliver in the role:\n \n - Values-driven leadership: You take end-to-end ownership of Treasury, acting as a high-trust role model who leads with humility and radical honesty\n \n - Operational excellence through accountability: You oversee day-to-day operations with a relentless focus on collective results, ensuring accuracy and efficiency are team benchmarks\n \n - Curious & Data-Driven: You possess a genuine hunger to understand the \"why\" behind the numbers, diving deep into behavioral data to ensure our liquidity strategy is built on solid foundations\n \n - Architect of transparent governance: You design KPIs and Risk Frameworks that provide the clarity and \"buy-in\" necessary for the firm to progress with complete confidence\n \n - Strategic automation driver: You utilize technology to eliminate manual friction, driving the functional tech strategy and holding the function accountable for delivering\n \n - Collaborative relationship builder: You cultivate banking and counterparty relationships through authentic connection, ensuring external partners are aligned with our mission\n \n - Cross-functional partner: You work seamlessly cross-functionally, breaking down silos to ensure operational excellence and positive commercial outcomes are a shared victory\n \n - Accountable regulatory guardian: You take full ownership of critical reporting (ICARA, MIF), ensuring our regulatory standing is beyond reproach through meticulous attention to detail\n \n - Commercially sharp strategic advisor: You translate complex financial data into actionable insights for senior management, driving high-stakes outcomes like M&A, funding plans, and IPO readiness\n \n - Voice of healthy conflict: As a key member of the Treasury Management Committee, you lean into challenging debates to ensure the best decisions are made for the company\n\nWho you are\n\n - \n\n - Results-first leader: You possess an ego-less approach to success, instinctively prioritizing collective company outcomes over personal or functional ambition\n\n - Cross-functional catalyst: You thrive in shared-goal environments, understanding that true accountability means bridging silos to ensure the entire team wins, not just your department.\n\n - Hungry & intellectually curious: You bring an exceptional work ethic and a \"thirst for knowledge\" that drives you to constantly improve yourself and the systems around you\n\n - Action-Oriented: You have the acumen to translate high-level strategy into tangible outputs, ensuring that \"commitment\" isn't just a word, but a measurable result\n\n - Collaborative Communicator: You build trust by being radically honest—admitting mistakes and asking for help—and you prefer healthy debate to reach the best outcomes \n\nExperience and Skills\n\n - \n\n \n\n - Credentialed Excellence: You hold a professional qualification that proves your technical rigour—whether it’s an ACA, CFA, or ACT.\n\n - Liquidity Mastery: Beyond just managing cash, you’ve mastered the art of strategically deploying significant capital to balance safety with return.\n\n - Data Translation: As a natural \"data translator,\" you turn complex datasets into sharp, commercially savvy moves that drive the business forward.\n\n - Regulatory Navigation: Having successfully navigated high-stakes landscapes, you bring deep familiarity with ICARA, ICAAP, or ILAAP frameworks.\n\n - CASS Stewardship: With a robust understanding of CASS compliance, you ensure the integrity and protection of client assets is never compromised.\n\n - People-First Leadership: You bring a proven track record of mentoring high-performing teams and fostering long-term professional growth.\n\n - Thriving Under Pressure: You excel in high-velocity settings, staying calm, focused, and effective when the pace picks up.\n\n - Strategic Communication: Distilling complex financial truths for C-suite stakeholders comes naturally to you; you are an excellent communicator who can command a room.\n\nWhat’s In It For You?\n\n - \n\n - Opportunity to join a fast-growing, award-winning and super ambitious company\n\n - Work with a friendly team of highly motivated individuals\n\n - Be in an environment where you are listened to and can actually have an impact\n\n - Thriving collaborative and inclusive company culture\n\n - Company pension scheme\n\n - Company bonus scheme\n\n - Hybrid working environment – by the Oxo Tower\n\n - Home office furniture allowance\n\n - Personal Annual Learning and Development budget\n\n - Private Medical Insurance\n\n - Health Cash Plan – cashback on everyday healthcare like dental and opticians\n\n - Cycle to work scheme – spread the cost of a new bike and accessories\n\n - CycleSaver – save on bike-share subscriptions and have a more sustainable commute\n\n - Wellhub subscription to a variety of gyms and wellbeing apps\n\n - Enhanced parental pay & leave\n\n - 25 days holiday + bank holidays with additional days added with length of service.\n\nThis is a hybrid role. Our office is in London, by the Oxo Tower"},{"id":"fc1df409-2e3f-48b6-a392-507bcf857cfb","title":"Financial Coach - (Remote)","department":"Advice","team":"Advice","employmentType":"FullTime","location":"Remote","secondaryLocations":[],"publishedAt":"2026-10-19T10:42:42.535+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/moneybox/fc1df409-2e3f-48b6-a392-507bcf857cfb","applyUrl":"https://jobs.ashbyhq.com/moneybox/fc1df409-2e3f-48b6-a392-507bcf857cfb/application","descriptionHtml":"About Moneybox:
At Moneybox, our mission is to give everyone the means to get more out of life. We’re guided by our belief that wealth isn’t about the money, it’s about the means to more: more freedom, opportunities, possibilities, and peace of mind.
Moneybox is an award-winning wealth management platform, helping nearly two million people build wealth throughout their lives, whether they're saving and investing, buying their first home, or planning for retirement.
And now Moneybox is building the means to help more people in more ways - through personal financial advice. We believe that great advice should be available to everyone, at every stage of life, and that technology can help us deliver it with the care, clarity and accountability people deserve.
We're building a new kind of advice service from the ground up, and the people who join us now will help shape how millions of people plan for their future.
About the role
You will be the lead contact for customers throughout their advice journey with us.
You’ll listen to customers, answer questions, build trust and collect the information we need to help them meet their goals through our advice service.
What you'll be doing
Relationship management
You are an ambassador for Moneybox, helping people who may not be familiar with financial services feel comfortable and confident.
You play a key role in growing our advice service and are the first point of contact for our advised customers.
You’ll build relationships and trust with the customers who are going through the initial advice journey. You’ll listen to them, understand their goals, and you’ll collect and validate the customer information needed for us to then provide advice.
You’ll continue to build and maintain customer relationships throughout their on-going advice experience with us. You’ll be the primary contact for customer questions, information updates and customer circumstance changes, making sure our customers have a fantastic experience.
Information collection & customer understanding
You will be excellent at listening to customers, identifying their needs and building trust, to make sure our advice service can then deliver good outcomes.
You will be able to identify which customers need advice, and be able to articulate yourself clearly, so customers understand the value of advice and how it will help them.
Supporting customer action:
Through our initial and on-going advice services, you’ll answer customer questions, and provide the implementation support and personal accountability that translates the plans we recommend into good customer outcomes.
You’ll provide customer updates and interventions at key times, as instigated by the advice engine & CRM technology that we use.
You’ll help customers understand their options, the recommendations that the advice service has made and the next steps.
You’ll know how to spot new advice needs and know when to escalate cases to a Financial Adviser.
Embracing change
Underpinning all of your customer engagement activity, you will have a passion for and confidence in using technology to enable what you do. You will use it to manage customer relationships effectively.
You’ll enjoy trying out new technology and processes, identifying what works and what doesn’t and sharing your insight with the wider Moneybox team.
Professionalism and diligence
You’ll keep your existing professional knowledge up to date and continue to develop it to improve the service you can offer our customers, completing the agreed level of CPD each year and achieving the set minimum qualification requirements for the role.
You’ll adhere to all company policies and procedures to keep us and our customers safe and deliver good customer outcomes.
Providing Financial Coaching services
When required, you’ll provide non-advised coaching services to Moneybox customers, on behalf of Digital Moneybox Limited.
What we’re looking for
Essential:
RO4 is mandatory, alongside either RO1 or a level 3 certificate in Financial Services (or equivalent), attained within 6 months of joining if not already in place
Excellent communication and engagement skills, particularly over the phone and via video calls, able to deal with customer objections and any complaints effectively
Able to build strong and collaborative relationships, with customers and colleagues
Comfortable with technology, using it to support your customer conversations, able to pick up and learn how to follow new processes quickly
Highly organised, able to meet deadlines, multi-task and manage competing priorities during the day
Experience in a customer facing role within financial services
Driven and passionate about helping people meet their financial goals, awareness of Consumer Duty and a genuine instinct for good customer outcomes.
Experience working in a regulated environment, delivering high levels of customer service within a risk controlled framework
Good knowledge of UK pensions, ISAs & investment products - their benefits, risks and tax treatment.
Desirable:
Regulated Diploma in Financial Planning, or equivalent level 4 qualification
Knowledge and background in financial advice, know how advice can benefit customers and how to articulate the value of it
Have led on change projects, large or small, which have enhanced the experienced offered to customers
Excellent knowledge of Moneybox
Interest in how machine learning and AI can enhance the customer experience.
How you'll work
QA huddles and learning sessions. Customer-facing time is structured around bookable Calendly slots; the rest of your day is escalations and team work. The advice service operates within standard UK business hours at launch.
What’s in it for you?
Opportunity to join a fast-growing, award-winning and super ambitious company
Work with a friendly team of highly motivated individuals
Be in an environment where you are listened to and can actually have an impact
Thriving collaborative and inclusive company culture
Company pension scheme
Company bonus scheme
Home office furniture allowance
Personal Annual Learning and Development budget
Private Medical Insurance
Health Cash Plan – cashback on everyday healthcare like dental and opticians
Cycle to work scheme – spread the cost of a new bike and accessories
CycleSaver – save on bike-share subscriptions and have a more sustainable commute
Wellhub subscription to a variety of gyms and wellbeing apps
Enhanced parental pay & leave
25 days holiday + bank holidays with additional days added with length of service.
This is a remote position
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
If you would like to reach us then please email: talent@moneyboxapp.com
If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com
","descriptionPlain":"About Moneybox:\n\nAt Moneybox, our mission is to give everyone the means to get more out of life. We’re guided by our belief that wealth isn’t about the money, it’s about the means to more: more freedom, opportunities, possibilities, and peace of mind.\n\nMoneybox is an award-winning wealth management platform, helping nearly two million people build wealth throughout their lives, whether they're saving and investing, buying their first home, or planning for retirement.\n\nAnd now Moneybox is building the means to help more people in more ways - through personal financial advice. We believe that great advice should be available to everyone, at every stage of life, and that technology can help us deliver it with the care, clarity and accountability people deserve.\n\nWe're building a new kind of advice service from the ground up, and the people who join us now will help shape how millions of people plan for their future.\n\nAbout the role\n\n - You will be the lead contact for customers throughout their advice journey with us. \n \n You’ll listen to customers, answer questions, build trust and collect the information we need to help them meet their goals through our advice service.\n\nWhat you'll be doing\n\n - Relationship management\n \n You are an ambassador for Moneybox, helping people who may not be familiar with financial services feel comfortable and confident.\n \n You play a key role in growing our advice service and are the first point of contact for our advised customers.\n \n You’ll build relationships and trust with the customers who are going through the initial advice journey. You’ll listen to them, understand their goals, and you’ll collect and validate the customer information needed for us to then provide advice.\n \n You’ll continue to build and maintain customer relationships throughout their on-going advice experience with us. You’ll be the primary contact for customer questions, information updates and customer circumstance changes, making sure our customers have a fantastic experience.\n \n Information collection & customer understanding \n \n You will be excellent at listening to customers, identifying their needs and building trust, to make sure our advice service can then deliver good outcomes.\n \n You will be able to identify which customers need advice, and be able to articulate yourself clearly, so customers understand the value of advice and how it will help them.\n \n Supporting customer action:\n \n Through our initial and on-going advice services, you’ll answer customer questions, and provide the implementation support and personal accountability that translates the plans we recommend into good customer outcomes.\n \n You’ll provide customer updates and interventions at key times, as instigated by the advice engine & CRM technology that we use.\n \n You’ll help customers understand their options, the recommendations that the advice service has made and the next steps. \n \n You’ll know how to spot new advice needs and know when to escalate cases to a Financial Adviser.\n \n Embracing change\n \n Underpinning all of your customer engagement activity, you will have a passion for and confidence in using technology to enable what you do. You will use it to manage customer relationships effectively.\n \n You’ll enjoy trying out new technology and processes, identifying what works and what doesn’t and sharing your insight with the wider Moneybox team.\n \n Professionalism and diligence\n \n You’ll keep your existing professional knowledge up to date and continue to develop it to improve the service you can offer our customers, completing the agreed level of CPD each year and achieving the set minimum qualification requirements for the role.\n \n You’ll adhere to all company policies and procedures to keep us and our customers safe and deliver good customer outcomes.\n \n Providing Financial Coaching services\n \n When required, you’ll provide non-advised coaching services to Moneybox customers, on behalf of Digital Moneybox Limited.\n\nWhat we’re looking for\n\n - Essential:\n \n - RO4 is mandatory, alongside either RO1 or a level 3 certificate in Financial Services (or equivalent), attained within 6 months of joining if not already in place\n \n - Excellent communication and engagement skills, particularly over the phone and via video calls, able to deal with customer objections and any complaints effectively\n \n - Able to build strong and collaborative relationships, with customers and colleagues\n \n - Comfortable with technology, using it to support your customer conversations, able to pick up and learn how to follow new processes quickly\n \n - Highly organised, able to meet deadlines, multi-task and manage competing priorities during the day\n \n - Experience in a customer facing role within financial services\n \n - Driven and passionate about helping people meet their financial goals, awareness of Consumer Duty and a genuine instinct for good customer outcomes.\n \n - Experience working in a regulated environment, delivering high levels of customer service within a risk controlled framework\n \n - Good knowledge of UK pensions, ISAs & investment products - their benefits, risks and tax treatment.\n \n Desirable:\n \n - Regulated Diploma in Financial Planning, or equivalent level 4 qualification\n \n - Knowledge and background in financial advice, know how advice can benefit customers and how to articulate the value of it\n \n - Have led on change projects, large or small, which have enhanced the experienced offered to customers\n \n - Excellent knowledge of Moneybox\n \n - Interest in how machine learning and AI can enhance the customer experience.\n\nHow you'll work\n\n - QA huddles and learning sessions. Customer-facing time is structured around bookable Calendly slots; the rest of your day is escalations and team work. The advice service operates within standard UK business hours at launch.\n\nWhat’s in it for you?\n\n - \n\n - Opportunity to join a fast-growing, award-winning and super ambitious company\n\n - Work with a friendly team of highly motivated individuals\n\n - Be in an environment where you are listened to and can actually have an impact\n\n - Thriving collaborative and inclusive company culture\n\n - Company pension scheme\n\n - Company bonus scheme\n\n - Home office furniture allowance\n\n - Personal Annual Learning and Development budget\n\n - Private Medical Insurance\n\n - Health Cash Plan – cashback on everyday healthcare like dental and opticians\n\n - Cycle to work scheme – spread the cost of a new bike and accessories\n\n - CycleSaver – save on bike-share subscriptions and have a more sustainable commute\n\n - Wellhub subscription to a variety of gyms and wellbeing apps\n\n - Enhanced parental pay & leave\n\n - 25 days holiday + bank holidays with additional days added with length of service.\n\nThis is a remote position\n\nOur Commitment to DE&I:\n\nAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential\n\n \n\nWorking Policy:\n\nWe have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.\n\n \n\nVisa Sponsorship:\n\nAt this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.\n\n \n\nPlease read before you apply!\n\nPlease note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.\n\n \n\nBy sending us your application you acknowledge and agree to Moneybox using your personal data as described below.\n\n \n\nWe collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We http://generally.we/ do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.\n\n \n\nIf you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.\n\n \n\nIf you would like to reach us then please email: talent@moneyboxapp.com\n\n \n\nIf you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com"},{"id":"f6b1a0f6-5636-4faf-8cd6-3b823d4992b1","title":"Head of Advice - (Remote)","department":"Advice","team":"Advice","employmentType":"FullTime","location":"Remote","secondaryLocations":[],"publishedAt":"2026-10-22T15:45:41.845+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/moneybox/f6b1a0f6-5636-4faf-8cd6-3b823d4992b1","applyUrl":"https://jobs.ashbyhq.com/moneybox/f6b1a0f6-5636-4faf-8cd6-3b823d4992b1/application","descriptionHtml":"About Moneybox:
At Moneybox, our mission is to give everyone the means to get more out of life. We’re guided by our belief that wealth isn’t about the money, it’s about the means to more: more freedom, opportunities, possibilities, and peace of mind.
Moneybox is an award-winning wealth management platform, helping nearly two million people build wealth throughout their lives, whether they're saving and investing, buying their first home, or planning for retirement.
And now Moneybox is building the means to help more people in more ways - through personal financial advice. We believe that great advice should be available to everyone, at every stage of life, and that technology can help us deliver it with the care, clarity and accountability people deserve.
We're building a new kind of advice service from the ground up, and the people who join us now will help shape how millions of people plan for their future.
About the role
The Head of Advice leads Moneybox's Financial Adviser team — Senior Financial Advisers and Financial Advisers — acting as 1st line supervisor for the regulated advice team as it scales to support more customers.
You’ll recruit and inspire a team of advisers to deliver a great service to Moneybox customers, responsible for building the right culture and service standards that deliver fantastic customer outcomes. Supporting advisers as they develop from being initially qualified to becoming experienced professionals.
You'll own adviser sign-off, competence and quality standards for the team, working as a Certified Individual under SM&CR: signing off your own advice cases and signing off Financial Adviser and Senior Financial Adviser cases ahead of their own Competent Adviser Status.
This role sits above the Senior Financial Advisers, who manage day-to-day Adviser teams; you take on the Service Quality, Conversion Oversight, T&C, QA and governance layer that lets the advice service scale safely and consistently.
You will report directly to the Director of Advice, working closely with the Head of Proposition and the Senior Coaching & Advice Service Manager across the wider Advice leadership team.
What you'll be doing
You'll lead and oversee the Financial Adviser population end-to-end — from day-to-day people leadership and T&C, through to service quality, customer conversion, case quality and governance, to the team's growth as Moneybox's advice service scales.
Team leadership & competence
Line manage the Senior Financial Adviser and Financial Adviser population, overseeing performance, development and career progression.
Build and own the T&C scheme for the Adviser team — case sign-off standards, competence records and House Rules — with the Director of Advice holding overall T&C oversight.
Act as 1st line supervisor: sign off Financial Adviser and Senior Financial Adviser cases ahead of Competent Adviser Status (CAS), and sign off your own advice cases as a Certified Individual once CAS is achieved.
Manage performance against KPIs, coaching individuals and the team as a whole to consistently strong, compliant outcomes.
Quality, sign-off & governance
Own QA and case-review standards across the Adviser team, feeding findings into House Rules, training and the wider T&C scheme.
Act as senior escalation point for the most complex or sensitive customer cases.
Represent the Adviser team in governance forums and contribute to advice strategy, working closely with the Head of Proposition and the Senior Coaching & Advice Service Manager.
Growing the team
Support recruitment, onboarding and competence frameworks as the Adviser team scales, partnering with the Director of Advice on workforce planning.
Evolve the advice service - technology & processes
Work proactively with the Moneybox product and technology teams to evolve the advice customer experience, both for the customer and the adviser. Make sure the technology is in place to enable advisers to deliver a modern, engaging and efficient customer experience.
Build out the processes needed, and source the technology required, for the advice team to deal with more customers, on a more personal basis
What we're looking for
Essential
Proven experience as a senior Financial Adviser or supervisory lead in a regulated financial advice environment, with a track record of overseeing case quality and competence.
Experience operating as a Certified Individual under SM&CR, with a strong understanding of case sign-off, competence frameworks and T&C schemes.
Level 4 qualification in Financial Planning attained
Track record of people management — coaching, performance management and career development for Advisers.
Strong understanding of Consumer Duty, suitability standards and regulatory expectations in advice delivery.
Comfortable representing a team in governance forums and contributing to strategic and product discussions.
Desirable
Level 6 qualification in Financial Planning attained (e.g. CII Advanced Diploma including AF6, or LIBF Adv DipFA).
Experience holding Competent Supervisor status, or a clear track record of achieving it quickly in a similar role.
Experience operating in a digital-first advice model.
Background working closely with Paraplanning and Coaching / Advice Coach teams in a cross-functional advice service.
Familiarity with AI-supported or technology-enabled advice journeys, and comfortable adapting standards as tools evolve.
How you'll work
Team leadership, case reviews, governance forums and cross-functional work with the wider Advice team.
Expect a regular cadence of 1:1s, QA reviews and case discussions with your team, alongside governance and strategy work with the Director of Advice, Head of Proposition and Senior Coaching & Advice Service Manager.
What’s in it for you?
Opportunity to join a fast-growing, award-winning and super ambitious company
Work with a friendly team of highly motivated individuals
Be in an environment where you are listened to and can actually have an impact
Thriving collaborative and inclusive company culture
Company pension scheme
Company bonus scheme
Hybrid working environment
Home office furniture allowance
Personal Annual Learning and Development budget
Private Medical Insurance
Health Cash Plan – cashback on everyday healthcare like dental and opticians
Cycle to work scheme – spread the cost of a new bike and accessories
CycleSaver – save on bike-share subscriptions and have a more sustainable commute
Wellhub subscription to a variety of gyms and wellbeing apps
Enhanced parental pay & leave
25 days holiday + bank holidays with additional days added with length of service.
This is a remote position
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
If you would like to reach us then please email: talent@moneyboxapp.com
If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com
","descriptionPlain":"About Moneybox:\n\nAt Moneybox, our mission is to give everyone the means to get more out of life. We’re guided by our belief that wealth isn’t about the money, it’s about the means to more: more freedom, opportunities, possibilities, and peace of mind.\n\nMoneybox is an award-winning wealth management platform, helping nearly two million people build wealth throughout their lives, whether they're saving and investing, buying their first home, or planning for retirement.\n\nAnd now Moneybox is building the means to help more people in more ways - through personal financial advice. We believe that great advice should be available to everyone, at every stage of life, and that technology can help us deliver it with the care, clarity and accountability people deserve.\n\nWe're building a new kind of advice service from the ground up, and the people who join us now will help shape how millions of people plan for their future.\n\nAbout the role\n\n - The Head of Advice leads Moneybox's Financial Adviser team — Senior Financial Advisers and Financial Advisers — acting as 1st line supervisor for the regulated advice team as it scales to support more customers.\n \n You’ll recruit and inspire a team of advisers to deliver a great service to Moneybox customers, responsible for building the right culture and service standards that deliver fantastic customer outcomes. Supporting advisers as they develop from being initially qualified to becoming experienced professionals.\n \n You'll own adviser sign-off, competence and quality standards for the team, working as a Certified Individual under SM&CR: signing off your own advice cases and signing off Financial Adviser and Senior Financial Adviser cases ahead of their own Competent Adviser Status.\n \n This role sits above the Senior Financial Advisers, who manage day-to-day Adviser teams; you take on the Service Quality, Conversion Oversight, T&C, QA and governance layer that lets the advice service scale safely and consistently.\n \n You will report directly to the Director of Advice, working closely with the Head of Proposition and the Senior Coaching & Advice Service Manager across the wider Advice leadership team.\n\nWhat you'll be doing\n\n - You'll lead and oversee the Financial Adviser population end-to-end — from day-to-day people leadership and T&C, through to service quality, customer conversion, case quality and governance, to the team's growth as Moneybox's advice service scales.\n \n Team leadership & competence\n \n - Line manage the Senior Financial Adviser and Financial Adviser population, overseeing performance, development and career progression.\n \n - Build and own the T&C scheme for the Adviser team — case sign-off standards, competence records and House Rules — with the Director of Advice holding overall T&C oversight.\n \n - Act as 1st line supervisor: sign off Financial Adviser and Senior Financial Adviser cases ahead of Competent Adviser Status (CAS), and sign off your own advice cases as a Certified Individual once CAS is achieved.\n \n - Manage performance against KPIs, coaching individuals and the team as a whole to consistently strong, compliant outcomes.\n \n Quality, sign-off & governance\n \n - Own QA and case-review standards across the Adviser team, feeding findings into House Rules, training and the wider T&C scheme.\n \n - Act as senior escalation point for the most complex or sensitive customer cases.\n \n - Represent the Adviser team in governance forums and contribute to advice strategy, working closely with the Head of Proposition and the Senior Coaching & Advice Service Manager.\n \n Growing the team\n \n - Support recruitment, onboarding and competence frameworks as the Adviser team scales, partnering with the Director of Advice on workforce planning.\n \n Evolve the advice service - technology & processes\n \n - Work proactively with the Moneybox product and technology teams to evolve the advice customer experience, both for the customer and the adviser. Make sure the technology is in place to enable advisers to deliver a modern, engaging and efficient customer experience.\n \n - Build out the processes needed, and source the technology required, for the advice team to deal with more customers, on a more personal basis\n\nWhat we're looking for\n\n - Essential\n \n - Proven experience as a senior Financial Adviser or supervisory lead in a regulated financial advice environment, with a track record of overseeing case quality and competence.\n \n - Experience operating as a Certified Individual under SM&CR, with a strong understanding of case sign-off, competence frameworks and T&C schemes.\n \n - Level 4 qualification in Financial Planning attained\n \n - Track record of people management — coaching, performance management and career development for Advisers.\n \n - Strong understanding of Consumer Duty, suitability standards and regulatory expectations in advice delivery.\n \n - Comfortable representing a team in governance forums and contributing to strategic and product discussions.\n \n Desirable\n \n - Level 6 qualification in Financial Planning attained (e.g. CII Advanced Diploma including AF6, or LIBF Adv DipFA).\n \n - Experience holding Competent Supervisor status, or a clear track record of achieving it quickly in a similar role.\n \n - Experience operating in a digital-first advice model.\n \n - Background working closely with Paraplanning and Coaching / Advice Coach teams in a cross-functional advice service.\n \n - Familiarity with AI-supported or technology-enabled advice journeys, and comfortable adapting standards as tools evolve.\n\nHow you'll work\n\n - Team leadership, case reviews, governance forums and cross-functional work with the wider Advice team.\n \n Expect a regular cadence of 1:1s, QA reviews and case discussions with your team, alongside governance and strategy work with the Director of Advice, Head of Proposition and Senior Coaching & Advice Service Manager.\n\nWhat’s in it for you?\n\n - \n\n - Opportunity to join a fast-growing, award-winning and super ambitious company\n\n - Work with a friendly team of highly motivated individuals\n\n - Be in an environment where you are listened to and can actually have an impact\n\n - Thriving collaborative and inclusive company culture\n\n - Company pension scheme\n\n - Company bonus scheme\n\n - Hybrid working environment\n\n - Home office furniture allowance\n\n - Personal Annual Learning and Development budget\n\n - Private Medical Insurance\n\n - Health Cash Plan – cashback on everyday healthcare like dental and opticians\n\n - Cycle to work scheme – spread the cost of a new bike and accessories\n\n - CycleSaver – save on bike-share subscriptions and have a more sustainable commute\n\n - Wellhub subscription to a variety of gyms and wellbeing apps\n\n - Enhanced parental pay & leave\n\n - 25 days holiday + bank holidays with additional days added with length of service.\n \n \n\nThis is a remote position\n\nOur Commitment to DE&I:\n\nAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential\n\n \n\nWorking Policy:\n\nWe have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.\n\n \n\nVisa Sponsorship:\n\nAt this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.\n\n \n\nPlease read before you apply!\n\nPlease note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.\n\n \n\nBy sending us your application you acknowledge and agree to Moneybox using your personal data as described below.\n\n \n\nWe collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We http://generally.we/ do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.\n\n \n\nIf you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.\n\n \n\nIf you would like to reach us then please email: talent@moneyboxapp.com\n\n \n\nIf you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com"},{"id":"a0e507ff-aad1-4308-9e8b-df8ba8747469","title":"Forward Deployed Engineer","department":"Customer Engineering","team":"AI Platforms","employmentType":"FullTime","location":"London Office","secondaryLocations":[],"publishedAt":"2026-10-15T11:04:38.947+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/moneybox/a0e507ff-aad1-4308-9e8b-df8ba8747469","applyUrl":"https://jobs.ashbyhq.com/moneybox/a0e507ff-aad1-4308-9e8b-df8ba8747469/application","descriptionHtml":"About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
Moneybox serves more than 2M customers and runs a live service handling over 20M API requests a day. We have agreed a company-wide AI Platforms strategy and are building a new AI Deployment team to deliver on it. This is the first of several Senior AI Deployment Engineer hires, reporting to the Head of AI Platforms & Deployment.
You will be a forward-deployed senior engineer who unlocks AI-driven solutions to business problems: an expert in deploying AI and using it safely, not an ML modeller. The work is mainly Python across the modern AI engineering stack - harness engineering, skills and tool building, agent workflows and orchestration, agent hosting and sandboxing, guardrails, evals, RAG and context engineering, and tokenomics (cost, latency, model selection). Production-grade LLM system experience is the core requirement.
You will work on three types of project:
Departmental engagements. Embed with departments to AI-enable tasks and processes in a more sophisticated way than \"just ask Claude\" - for example, Python pipelines where one step is an LLM API call - delivering real incremental value with each engagement and transforming working patterns into load-bearing, AI-enabled business processes.
Customer-facing AI deployment. Deploy and integrate AI components built by our ML and Decisioning teams into production: the engineering implementation layer between a working model and a live customer feature.
AI platform capabilities. Work with the AI Platforms team to turn engagement patterns into safe, increasingly self-serve company-wide tooling.
Departments across Moneybox are already building AI tools themselves - we want to provide them with a safe path to load-bearing use at scale. This role catches that demand and matures it properly.
What You'll Do
Own engagement delivery end to end. Scope with the department, design the solution, build it, deploy it, and agree the handover and ownership model - from prototype through to stable production. Engagements arrive as vague pain; you define the problem, not just the solution.
Engineer AI solutions properly. Pipelines, LLM API integration, evals, guardrails, monitoring, and cost and accuracy optimisation for the systems you build. Know when a step must be deterministic and when an LLM is the right tool.
Graduate tools into business systems. Take shared, team-load-bearing tools that people have built for themselves and rebuild them as owned business systems under a full SDLC where the value justifies it.
Deploy ML-built components into production. Serving, integration with the Moneybox platform, and everything surrounding the model, in partnership with Decisioning and Data Science teams (who own what happens inside the model) and our engineering squads.
Build reusable capability. Convert engagement learnings into shared tooling, templates, playbooks and self-serve workflows on the AI Platforms stack. Building out platform components including guardrails, sandboxing, workflows, and gateways.
Raise the bar. Work alongside embedded specialists during the team's ramp-up, absorbing and internalising their output so the capability stays with Moneybox.
In your first three months we expect your first departmental engagements to be selected on feasibility and delivered with measurable business value - time saved, cost avoided, risk removed - and at least one ML-built capability deployed to production with proper evals, monitoring and cost controls.
This role is explicitly not ML model training or data science, and it is not a chatbot-prompting generalist: this is production software engineering with AI at its core.
Who You Are
A production engineer with AI at the core. You have built and shipped LLM-powered systems that ran in production and can talk concretely about evals, failure modes, cost curves, and what you would do differently.
Comfortable in ambiguity. You can walk into a department with a vague problem and leave with a scoped, deliverable system, and you are managed by exception rather than by direction.
A strong partner to non-technical owners. Embedding, scoping and communicating with people who own a business process but not the technology is the job, not a distraction from it.
A platform thinker. You have turned one-off solutions into reusable tools or platforms before and you look for the pattern in every engagement.
Operationally minded. You care about monitoring, cost and reliability of what you ship, and about making a prototype into a system someone can rely on.
Safety-conscious by habit. PII handling, data-boundary discipline, prompt-injection awareness, human-in-the-loop design and graceful failure are how you build, not a checklist you apply afterwards.
Skills & Experience
5+ years of software engineering with meaningful production ownership.
Has built and shipped LLM-powered systems that ran in production.
Production-grade Python as your primary language.
LLM-powered systems in production: real-world experience working with models via APIs - harnesses, orchestration, structured output, tool use and agents, RAG where appropriate.
Evals and quality: designing evaluation sets, measuring accuracy, recall and precision for LLM steps, regression-testing prompts and workflows.
Safety and guardrails in practice: PII handling, data-boundary discipline, prompt-injection awareness, human-in-the-loop design.
Cost and performance optimisation: model selection, caching, batching, token economics, latency budgets.
Deployment and operations: CI/CD, containerisation, monitoring and alerting for AI workloads.
Data processing fundamentals: pipelines, transformation, validation, anomaly handling.
Customer- or stakeholder-facing delivery experience: consultancy, forward-deployed engineering, solutions engineering, or embedded or platform roles serving non-engineering users.
Experience with Azure and/or .NET. We host on Azure and our core stack is .NET, so willingness to integrate with both is required; existing expertise is a bonus rather than a requirement.
Experience with agent hosting and sandboxing platforms, LLM or MCP gateways, or agentic workflow orchestration tooling.
Experience in financial services or another regulated environment.
Experience deploying models built by a data science team into customer-facing production systems.
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
We are looking for a Senior QA engineer to join our team, who enjoys working in a fast-paced environment. You will be working with a high calibre team to continuously develop new products/features.
What you'll do
This is a hands-on role and as a senior member of the QA team, you’ll help ensure the quality of Moneybox products, reporting into the Senior QA lead.
Seamlessly deliver numerous large and complex projects, acting as the sole QA on a squad, managing competing workstreams through effective prioritisation and time management.
Foster a \"quality is everyone's responsibility\" philosophy, influencing team members to prioritise risk-based testing over traditional ticket testing.
Collaborate with stakeholders and Compliance to define testing and release strategies that effectively balance risk, speed, and quality.
Run engaging, cross-functional team meetings (e.g. amigos, go/no-go, incidents) that promote positive outcomes through effective coordination and issue prioritisation.
Advocate for the use of AI tools and agents throughout the testing lifecycle, driving efficiency while layering in human critical thinking to validate outcomes.
Assess features for test automation suitability, collaborating with engineers on various test types and working with the Automation team to build and promote stable end-to-end automation.
Be a visible leader and role model within the QA team, mentoring/coaching others and actively supporting departmental operations to promote learning and innovation across the function.
Represent Moneybox externally in the tech community, bringing fresh new ideas back to the team.
Who you are
You're enthusiastic about working in a fast-growing Fintech and dedicated to making a positive impact on personal wealth, with an interest in technology, AI and QA developments.
You possess an excellent understanding of testing techniques and can effectively coach and mentor your team on their application.
You're comfortable in multi-disciplinary teams, working closely with developers, and demonstrate effective analytical, critical thinking, and problem-solving skills.
You have proven experience in designing and implementing comprehensive test plans and contributing to automation frameworks for complex cross-functional projects.
You exhibit effective organisational skills, meticulous attention to detail, and a pragmatic approach to bug reporting, understanding risk, impact, and dependencies.
Experience & Skills
5+ years of broad QA experience, with a number of years in a Senior/Lead QA role, including a proven track record of fast-paced delivery.
Extensive backend testing skills and understanding of how to test complex logic, APIs, databases, migrations and 3rd party integrations, ideally related to payments or transactions.
Deep understanding of testing Mobile apps and Web technologies and the intricacies of each platform.
Broad experience with various automated testing techniques and a solid background in test data design and implementation strategies.
Demonstrated experience leveraging existing AI tools to promote testing efficiency.
Demonstrated ability to work effectively with senior leadership to build good relationships and foster quality as everyone’s responsibility.
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
We’re looking for a Senior Paid Marketing Manager, Paid Social to join the Paid Marketing team. In this role, you will play a critical part in shaping our growth trajectory over the coming years. Reporting into the Head of Paid Marketing, you will be responsible for leading our Paid Social strategy, identifying and driving forward new opportunities, and setting the strategic direction for some of our highest-spend acquisition channels.
You’ll work at the intersection of performance media, creative strategy, and cross-functional product marketing. You will own the roadmap for channels like Meta and TikTok across our entire product mix, be a key partner to our internal design team in our established creative testing loop, and additionally act as the dedicated performance marketing lead to help scale our Investing and Pensions products.
What You'll Do
Lead the channel strategy & growth: Own the roadmap for our Paid Social channels (including Meta and TikTok) across all product categories. You will autonomously manage a significant budget, driving user acquisition across both mobile app and web funnels, and implement structured trials to scale new channels (e.g. Reddit)
Balance strategy with execution: While this is a highly strategic role, we are a fast-moving business. You will need to be just as comfortable rolling up your sleeves, getting into the ad platforms, and executing hands-on when needed
Drive the creative testing loop: Partner closely with our internal design team, providing crucial data-driven input and collaboration to ensure we consistently identify winning creative concepts
Act as the cross-functional product lead: Alongside your channel-wide remit, you will gain broader experience within Moneybox by acting as the performance marketing lead for Investing and Pensions. You will embed yourself within the product squads to align marketing with commercial roadmaps and tackle strategic challenges to scale these products
Champion a commercial mindset: Drive a highly data-centric marketing approach with a strict emphasis on customer value, efficiency, and payback
Maintain an edge in the market: Hold expert-level knowledge across our product categories and competitors to strategically gain a competitive advantage in the social landscape
Share expertise & manage partners: Share marketing best practice, coach more junior team members, and source and manage third-party providers or platform reps where necessary
Who You Are
Someone with a genuine interest in Moneybox and the services we offer. Excited about being part of a fast-growing company that’s trying to make a positive mark on the world
A driven, ambitious individual who’s looking to accelerate their career in a scale-up business
A proactive self-starter who combines a bias for action with a willingness to learn, solve problems independently, and get your hands dirty when needed
A strategic thinker who is able to break down complex problems into actionable components
A collaborative team player who is able to take feedback on board
A great communicator who has a passion for their work and the people they work with
Experience & Skills
Minimum 7 years’ relevant performance marketing experience, with a deep specialism in Paid Social
Proven track record of managing large budgets and delivering results across core social channels (Meta, TikTok) and testing emerging platforms
Strong knowledge of marketing across both app and web
Strong experience partnering closely with design teams to drive and input into structured creative testing frameworks
Experience acting as a cross-functional lead or partnering closely with product teams to drive acquisition strategy
Data-driven and highly numerate, with a strong focus on CPA, customer value, and ROI optimisation
Strong organisational skills with meticulous attention to detail
Able to work autonomously as a strategic lead, while also collaborating effectively as part of a wider team
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
The Head of Customer Support & Care is a senior leadership role responsible for leading Moneybox’s Customer Support and Customer Care teams, as well as the Training & Onboarding function. Support helps customers across a broad range of needs, while Care provides specialist support for complaints, vulnerable customers and bereavements.
You will ensure these critical functions deliver outstanding customer service and value, compliantly and efficiently, while building the capability to support Moneybox’s long-term growth. The role combines strategic operational leadership with strong customer centricity, ensuring customers receive effective, empathetic support across both everyday and more complex or sensitive needs.
You will build a scalable, future-proof Support & Care model, developing strong leaders, improving service quality and productivity, making effective use of AI and automation, and evolving how we onboard, train and develop our operational teams.
This is an opportunity to shape Support & Care as Moneybox scales, and ensure customer insight drives improvements across the wider business.
Specifically, you will:
Lead and Develop Support & Care Teams: Provide strategic leadership across Support, Care and Training & Onboarding, setting direction, driving accountability, developing strong people leaders and fostering a high-performance, inclusive culture.
Set Strategy and Deliver Outstanding Service: Build and deliver a 12 to 18 month strategy for Support & Care, translating it into clear priorities and measurable outcomes. Ensure people and capacity are deployed effectively to meet customer demand and deliver consistently outstanding service, while evolving the operating model to support Moneybox’s growth.
Champion Customer Outcomes: Own the quality of customer outcomes across Support & Care, setting high standards across everyday service, complaints, vulnerable customers, bereavements and other complex needs.
Transform Training & Onboarding: Evolve how we onboard and develop teams across Customer Support and back-office Operations, using data, technology and new approaches to improve speed to competence, consistency and ongoing capability.
Drive Efficiency and Productivity: Use data and insight to simplify work, reduce avoidable contact and improve speed of service, making smart use of AI and automation so customers get faster support and the operation can scale efficiently.
Safeguard Compliance and Manage Risk: Maintain strong oversight of customer and operational risk, ensuring appropriate standards and controls are in place and issues are addressed and escalated effectively.
Collaborate and Influence Cross-Functionally: Be a strong advocate for customers across Moneybox, using insight from Support & Care to influence priorities and work with Product, Engineering, Compliance and other teams to improve the end-to-end customer experience.
Who you are
A strategic operator who balances long-term vision with day-to-day execution and has a clear bias for action.
A strong people leader who develops strong managers and builds high-performing, inclusive teams.
Customer-focused and commercially minded, ensuring improvements enhance customer trust and deliver measurable value.
Analytical and data-driven, using insights to guide decisions and drive continuous improvement.
Open-minded, curious and improvement-focused, welcoming feedback and using technology, automation and AI to rethink how customer service is delivered.
Resilient and pragmatic, able to prioritise effectively in complex, fast-paced environments.
A collaborative team player and influential communicator who builds strong relationships, secures alignment across senior stakeholders and prioritises what is right for Moneybox and its customers over functional interests.
Experience & Skills
Proven track record of leading customer support functions that deliver outstanding customer experiences, building trust through high-quality interactions and consistently strong customer outcomes, with experience in financial services or another regulated environment.
Strong people and operational leadership experience across customer support or customer operations, with a track record of developing managers, building resilient, high-performing teams, and deploying resources effectively to meet customer demand and service expectations.
Experience designing and evolving customer service operating models and driving continuous improvement, including process redesign, automation and the effective use of AI.
Skilled in using data and performance metrics to drive accountability, improve service and quality, and increase productivity and efficiency.
Experience improving training, onboarding and capability development, with a focus on measurable improvements in performance and speed to competence.
Experience leading or overseeing Customer Care, including complaints, vulnerable customers and complex customer needs, with sound judgement in managing customer and operational risk, compliance obligations and escalation.
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
If you would like to reach us then please email: talent@moneyboxapp.com
If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com
","descriptionPlain":"About Moneybox\n\nAt Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.\n\n \n\nThe Head of Customer Support & Care is a senior leadership role responsible for leading Moneybox’s Customer Support and Customer Care teams, as well as the Training & Onboarding function. Support helps customers across a broad range of needs, while Care provides specialist support for complaints, vulnerable customers and bereavements.\n\n\nYou will ensure these critical functions deliver outstanding customer service and value, compliantly and efficiently, while building the capability to support Moneybox’s long-term growth. The role combines strategic operational leadership with strong customer centricity, ensuring customers receive effective, empathetic support across both everyday and more complex or sensitive needs.\nYou will build a scalable, future-proof Support & Care model, developing strong leaders, improving service quality and productivity, making effective use of AI and automation, and evolving how we onboard, train and develop our operational teams.\n\n\nThis is an opportunity to shape Support & Care as Moneybox scales, and ensure customer insight drives improvements across the wider business.\n\nSpecifically, you will: \n\n - \n\n - Lead and Develop Support & Care Teams: Provide strategic leadership across Support, Care and Training & Onboarding, setting direction, driving accountability, developing strong people leaders and fostering a high-performance, inclusive culture.\n\n - Set Strategy and Deliver Outstanding Service: Build and deliver a 12 to 18 month strategy for Support & Care, translating it into clear priorities and measurable outcomes. Ensure people and capacity are deployed effectively to meet customer demand and deliver consistently outstanding service, while evolving the operating model to support Moneybox’s growth.\n\n - Champion Customer Outcomes: Own the quality of customer outcomes across Support & Care, setting high standards across everyday service, complaints, vulnerable customers, bereavements and other complex needs.\n\n - Transform Training & Onboarding: Evolve how we onboard and develop teams across Customer Support and back-office Operations, using data, technology and new approaches to improve speed to competence, consistency and ongoing capability.\n\n - Drive Efficiency and Productivity: Use data and insight to simplify work, reduce avoidable contact and improve speed of service, making smart use of AI and automation so customers get faster support and the operation can scale efficiently.\n\n - Safeguard Compliance and Manage Risk: Maintain strong oversight of customer and operational risk, ensuring appropriate standards and controls are in place and issues are addressed and escalated effectively.\n\n - Collaborate and Influence Cross-Functionally: Be a strong advocate for customers across Moneybox, using insight from Support & Care to influence priorities and work with Product, Engineering, Compliance and other teams to improve the end-to-end customer experience.\n\nWho you are \n\n - \n\n - A strategic operator who balances long-term vision with day-to-day execution and has a clear bias for action.\n\n - A strong people leader who develops strong managers and builds high-performing, inclusive teams.\n\n - Customer-focused and commercially minded, ensuring improvements enhance customer trust and deliver measurable value.\n\n - Analytical and data-driven, using insights to guide decisions and drive continuous improvement.\n\n - Open-minded, curious and improvement-focused, welcoming feedback and using technology, automation and AI to rethink how customer service is delivered.\n\n - Resilient and pragmatic, able to prioritise effectively in complex, fast-paced environments.\n\n - A collaborative team player and influential communicator who builds strong relationships, secures alignment across senior stakeholders and prioritises what is right for Moneybox and its customers over functional interests.\n\nExperience & Skills \n\n - \n\n - Proven track record of leading customer support functions that deliver outstanding customer experiences, building trust through high-quality interactions and consistently strong customer outcomes, with experience in financial services or another regulated environment.\n\n - Strong people and operational leadership experience across customer support or customer operations, with a track record of developing managers, building resilient, high-performing teams, and deploying resources effectively to meet customer demand and service expectations.\n\n - Experience designing and evolving customer service operating models and driving continuous improvement, including process redesign, automation and the effective use of AI.\n\n - Skilled in using data and performance metrics to drive accountability, improve service and quality, and increase productivity and efficiency.\n\n - Experience improving training, onboarding and capability development, with a focus on measurable improvements in performance and speed to competence.\n\n - Experience leading or overseeing Customer Care, including complaints, vulnerable customers and complex customer needs, with sound judgement in managing customer and operational risk, compliance obligations and escalation.\n\nOur Commitment to DE&I:\n\nAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential\n\n \n\nWorking Policy:\n\nWe have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.\n\n \n\nVisa Sponsorship:\n\nAt this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.\n\n \n\nPlease read before you apply!\n\nPlease note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.\n\n \n\nBy sending us your application you acknowledge and agree to Moneybox using your personal data as described below.\n\n \n\nWe collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We http://generally.we/ do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.\n\n \n\nIf you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.\n\n \n\nIf you would like to reach us then please email: talent@moneyboxapp.com\n\n \n\nIf you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com"},{"id":"248b29f4-2b81-4655-9914-4364bc914234","title":"Product Manager - Transfers & Payments","department":"Product","team":"Product","employmentType":"FullTime","location":"London Office","secondaryLocations":[],"publishedAt":"2026-10-15T11:04:39.487+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/moneybox/248b29f4-2b81-4655-9914-4364bc914234","applyUrl":"https://jobs.ashbyhq.com/moneybox/248b29f4-2b81-4655-9914-4364bc914234/application","descriptionHtml":"About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
At Moneybox, our mission is to give everyone the means to get more out of life. This role will be responsible for our payments & transfers products and features. Ensuring customers can seamlessly and easily navigate and manage their payments and transfers, delivering efficiency and scale as we grow.
We’re an award-winning wealth management platform, helping over 1.5 million people build wealth throughout their lives, whether they’re saving, investing, buying their first home, or planning for the future.
In our Core Product Team, we look after the platforms, intelligence, and propositions that help every customer grow long-term wealth.
We’re guided by our belief that wealth isn’t about the money, it’s about the means to more - more freedom, opportunities, possibilities, and peace of mind.
We’re looking for a Product Manager to join our Core Product Team, helping shape how customers create, manage and execute payments and transfers.
This role will be focused on both improving and enhancing the customer experience and ensuring our operational processes remain efficient and secure. You’ll span design & execution of new features and services, whilst experimenting with journey improvements plus building the back-end functionality and systems that support our infrastructure.
Reporting to the Head of Product for Core, you’ll work closely with Engineering, Design, Compliance, Operations, Marketing, Insight, and Customer Support to identify customer problems, shape product improvements, and deliver simple, effective, and compliant experiences.
This role would suit someone who is customer-focused, structured, analytical, and comfortable working with complex financial products. You don’t need to be a payments expert from day one, but you should be motivated to build strong domain knowledge and help customers feel more confident about navigating their finances.
What you'll do
Own and maintain the Payments & Transfers roadmap, working with the Head of Core Product to ensure priorities are clearly linked to customer needs, business goals, and product strategy.
Identify, frame, and prioritise customer problems, using data, research, customer feedback, operational insight, and commercial context to decide where the team should focus.
Lead product discovery for new opportunities, exploring customer needs, possible solutions, risks, dependencies, and success measures before moving into delivery.
Define clear product requirements, user stories, acceptance criteria, customer outcomes, and success metrics so Engineering, Design, and wider stakeholders are aligned on what we are building and why.
Work closely with Engineering and Design throughout delivery, making trade-offs, unblocking decisions, managing scope, and ensuring the team delivers high-quality customer experiences.
Improve key parts of the Moneybox Payments & Transfers experience, including how customers set up payments, transfer, contribute, understand their progress, and stay engaged over time, plus the back-end operational systems that support these experiences.
Partner with Compliance, Legal, Operations, Marketing, Insight, and Customer Support to ensure product changes are compliant, operationally robust, clearly communicated, and designed with good customer outcomes in mind.
Monitor product performance and customer behaviour, using insight to identify opportunities to iterate, optimise, and improve the experience over time.
Communicate clearly with stakeholders, sharing priorities, progress, decisions, risks, trade-offs, and results in a way that keeps teams aligned.
Experience and skills
Essential
3+ years’ experience in Product Management, ideally delivering digital customer experiences that improve conversion, engagement, retention, or customer understanding.
Strong customer and product judgement, with the ability to understand customer needs, break down complex problems, and turn them into useful product experiences.
Strong analytical capability, with confidence using data, research, and customer insight to identify opportunities, define success metrics, and make evidence-led product decisions.
Experience working closely with Engineering and Design teams to define requirements, make trade-offs, and deliver high-quality customer-facing products.
Strong communication and stakeholder management skills, with the ability to explain problems, decisions, risks, and recommendations clearly to different audiences.
Good judgement in a regulated or complex environment, with an understanding of the importance of customer trust, risk management, and good customer outcomes.
High ownership and curiosity, with a proactive approach to driving work forward and a willingness to build knowledge of pensions, retirement, and long-term financial planning.
Nice to have
Experience in fintech, financial services, wealth, payments, transfers, or another regulated environment.
Experience with experimentation, funnel optimisation, behavioural insight, or product-led growth.
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
If you would like to reach us then please email: talent@moneyboxapp.com
If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com
","descriptionPlain":"About Moneybox\n\nAt Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.\n\n \n\nJob Brief \n\nAt Moneybox, our mission is to give everyone the means to get more out of life. This role will be responsible for our payments & transfers products and features. Ensuring customers can seamlessly and easily navigate and manage their payments and transfers, delivering efficiency and scale as we grow.\n\nWe’re an award-winning wealth management platform, helping over 1.5 million people build wealth throughout their lives, whether they’re saving, investing, buying their first home, or planning for the future.\n\nIn our Core Product Team, we look after the platforms, intelligence, and propositions that help every customer grow long-term wealth.\n\nWe’re guided by our belief that wealth isn’t about the money, it’s about the means to more - more freedom, opportunities, possibilities, and peace of mind.\n\nWe’re looking for a Product Manager to join our Core Product Team, helping shape how customers create, manage and execute payments and transfers. \n\nThis role will be focused on both improving and enhancing the customer experience and ensuring our operational processes remain efficient and secure. You’ll span design & execution of new features and services, whilst experimenting with journey improvements plus building the back-end functionality and systems that support our infrastructure.\n\nReporting to the Head of Product for Core, you’ll work closely with Engineering, Design, Compliance, Operations, Marketing, Insight, and Customer Support to identify customer problems, shape product improvements, and deliver simple, effective, and compliant experiences.\n\nThis role would suit someone who is customer-focused, structured, analytical, and comfortable working with complex financial products. You don’t need to be a payments expert from day one, but you should be motivated to build strong domain knowledge and help customers feel more confident about navigating their finances.\n\nWhat you'll do\n\n - \n\n - Own and maintain the Payments & Transfers roadmap, working with the Head of Core Product to ensure priorities are clearly linked to customer needs, business goals, and product strategy.\n\n - Identify, frame, and prioritise customer problems, using data, research, customer feedback, operational insight, and commercial context to decide where the team should focus.\n\n - Lead product discovery for new opportunities, exploring customer needs, possible solutions, risks, dependencies, and success measures before moving into delivery.\n\n - Define clear product requirements, user stories, acceptance criteria, customer outcomes, and success metrics so Engineering, Design, and wider stakeholders are aligned on what we are building and why.\n\n - Work closely with Engineering and Design throughout delivery, making trade-offs, unblocking decisions, managing scope, and ensuring the team delivers high-quality customer experiences.\n\n - Improve key parts of the Moneybox Payments & Transfers experience, including how customers set up payments, transfer, contribute, understand their progress, and stay engaged over time, plus the back-end operational systems that support these experiences. \n\n - Partner with Compliance, Legal, Operations, Marketing, Insight, and Customer Support to ensure product changes are compliant, operationally robust, clearly communicated, and designed with good customer outcomes in mind.\n\n - Monitor product performance and customer behaviour, using insight to identify opportunities to iterate, optimise, and improve the experience over time.\n\n - Communicate clearly with stakeholders, sharing priorities, progress, decisions, risks, trade-offs, and results in a way that keeps teams aligned.\n\nExperience and skills \n\n - Essential\n \n - 3+ years’ experience in Product Management, ideally delivering digital customer experiences that improve conversion, engagement, retention, or customer understanding.\n \n - Strong customer and product judgement, with the ability to understand customer needs, break down complex problems, and turn them into useful product experiences.\n \n - Strong analytical capability, with confidence using data, research, and customer insight to identify opportunities, define success metrics, and make evidence-led product decisions.\n \n - Experience working closely with Engineering and Design teams to define requirements, make trade-offs, and deliver high-quality customer-facing products.\n \n - Strong communication and stakeholder management skills, with the ability to explain problems, decisions, risks, and recommendations clearly to different audiences.\n \n - Good judgement in a regulated or complex environment, with an understanding of the importance of customer trust, risk management, and good customer outcomes.\n \n - High ownership and curiosity, with a proactive approach to driving work forward and a willingness to build knowledge of pensions, retirement, and long-term financial planning.\n \n Nice to have \n \n - Experience in fintech, financial services, wealth, payments, transfers, or another regulated environment.\n \n - Experience with experimentation, funnel optimisation, behavioural insight, or product-led growth.\n\nOur Commitment to DE&I:\n\nAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential\n\n \n\nWorking Policy:\n\nWe have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.\n\n \n\nVisa Sponsorship:\n\nAt this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.\n\n \n\nPlease read before you apply!\n\nPlease note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.\n\n \n\nBy sending us your application you acknowledge and agree to Moneybox using your personal data as described below.\n\n \n\nWe collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We http://generally.we/ do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.\n\n \n\nIf you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.\n\n \n\nIf you would like to reach us then please email: talent@moneyboxapp.com\n\n \n\nIf you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com"},{"id":"a59a8872-00d5-46da-abcd-0a80aba19853","title":"Data Product & Analytics Engineering Senior Manager","department":"Insight","team":"Data Analytics","employmentType":"FullTime","location":"London Office","secondaryLocations":[],"publishedAt":"2026-10-15T11:04:39.111+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/moneybox/a59a8872-00d5-46da-abcd-0a80aba19853","applyUrl":"https://jobs.ashbyhq.com/moneybox/a59a8872-00d5-46da-abcd-0a80aba19853/application","descriptionHtml":"About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
We’re looking for a Data Product & Analytics Engineering Senior Manager to join the Data & Insight team on a permanent basis. This role is dedicated to lead a team of four Analytics Engineers and own the roadmap for the development of our analytical data products.
You will be responsible for identifying, shaping and prioritising the data capabilities we need, orchestrating their delivery across multiple teams, and leading the Analytics Engineers who will design and implement them. This role combines Data Product Management, Analytics Engineering leadership and data architecture.
What you'll do
Lead the Analytics Engineering team
Manage and develop a team of four Analytics Engineers across different levels of seniority.
Provide technical direction, coaching and context while creating an environment where engineers retain ownership of solution design and implementation.
Work with the team on modelling and architecture decisions, challenge proposed approaches, identify opportunities for reuse and simplification, and ensure solutions align with our target data architecture.
Coach engineers at different levels, helping them improve not only their technical capabilities but also their understanding of business problems, architectural thinking and ownership of data products.
Own the Analytics Engineering roadmap.
Define and maintain a prioritised roadmap covering new data models, data marts, dimensions and attributes, governed metrics, and architectural improvements.
Drive the transition towards more centralised and trusted data models, reducing duplicated transformation logic and creating reusable representations of core business entities, facts, dimensions, metrics and relationships.
Own data products end-to-end.
Take requirements from problem definition through discovery, architecture, prioritisation, delivery, quality assurance, adoption and ongoing ownership.
Coordinate dependencies across Product Engineering, Data Engineering, Insights, Reporting and other teams. Ensure upstream changes and ingestion requirements are identified early enough to support downstream data delivery.
Understand the underlying problem behind stakeholder requests and determine whether the right solution is a new attribute, metric, model, mart or enhancement to an existing data product.
Who you are
Someone comfortable building technical solutions as you are communicating them to non technical stakeholders
A strong previously hands-on Data Engineer and/or Analytics Engineer.
A clear communicator with experience translating business problems into scalable data products and technical requirements.
Excited about fintech and the particular challenges that come with a regulated, app-first, long-consideration financial product.
Comfortable with ambiguity and able to operate with autonomy in a fast-paced environment where the brief sometimes evolves mid-sprint.
Experience and skills
Essential
5+ years of experience with data architecture and analytical data modelling.
Experience with modern transformation frameworks such as dbt and cloud data platforms such as Databricks, Snowflake or equivalent.
Experience leading, mentoring or technically guiding Data/Analytics Engineers.
Understanding of the complete data lifecycle from source applications and ingestion through transformation, semantic modelling and consumption.
Experience managing roadmaps and prioritising competing business, architectural and technical requirements.
The ability to communicate comfortably with both engineers and senior business stakeholders.
If you meet most but not all of the above, we’d still encourage you to apply.
Desirable
Knowledge of data quality, testing, lineage, documentation, ownership and governance practices.
Experience working in a regulated industry, ideally financial services or fintech, with an understanding of how governance, controls and regulatory requirements influence data architecture and delivery.
Experience with Databricks and dbt, particularly designing or evolving a centralised transformation/modelling layer.
Experience managing dependencies across Product Engineering, Data Engineering and Analytics teams, particularly where delivery requires changes to upstream applications or event/data generation.
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
If you would like to reach us then please email: talent@moneyboxapp.com
If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com
","descriptionPlain":"About Moneybox\n\nAt Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.\n\n \n\n\nJOB BRIEF\n\nWe’re looking for a Data Product & Analytics Engineering Senior Manager to join the Data & Insight team on a permanent basis. This role is dedicated to lead a team of four Analytics Engineers and own the roadmap for the development of our analytical data products. \n\nYou will be responsible for identifying, shaping and prioritising the data capabilities we need, orchestrating their delivery across multiple teams, and leading the Analytics Engineers who will design and implement them. This role combines Data Product Management, Analytics Engineering leadership and data architecture. \n\nWhat you'll do\n\n - Lead the Analytics Engineering team \n\n - Manage and develop a team of four Analytics Engineers across different levels of seniority. \n\n - Provide technical direction, coaching and context while creating an environment where engineers retain ownership of solution design and implementation. \n\n - Work with the team on modelling and architecture decisions, challenge proposed approaches, identify opportunities for reuse and simplification, and ensure solutions align with our target data architecture. \n\n - Coach engineers at different levels, helping them improve not only their technical capabilities but also their understanding of business problems, architectural thinking and ownership of data products. \n\nOwn the Analytics Engineering roadmap. \n\n - Define and maintain a prioritised roadmap covering new data models, data marts, dimensions and attributes, governed metrics, and architectural improvements.\n\n - Drive the transition towards more centralised and trusted data models, reducing duplicated transformation logic and creating reusable representations of core business entities, facts, dimensions, metrics and relationships. \n\nOwn data products end-to-end. \n\n - Take requirements from problem definition through discovery, architecture, prioritisation, delivery, quality assurance, adoption and ongoing ownership. \n\n - Coordinate dependencies across Product Engineering, Data Engineering, Insights, Reporting and other teams. Ensure upstream changes and ingestion requirements are identified early enough to support downstream data delivery. \n\n - Understand the underlying problem behind stakeholder requests and determine whether the right solution is a new attribute, metric, model, mart or enhancement to an existing data product. \n\nWho you are \n\n - \n\n - Someone comfortable building technical solutions as you are communicating them to non technical stakeholders\n\n - A strong previously hands-on Data Engineer and/or Analytics Engineer.\n\n - A clear communicator with experience translating business problems into scalable data products and technical requirements. \n\n - Excited about fintech and the particular challenges that come with a regulated, app-first, long-consideration financial product.\n\n - Comfortable with ambiguity and able to operate with autonomy in a fast-paced environment where the brief sometimes evolves mid-sprint.\n\nExperience and skills \n\n - Essential\n\n - 5+ years of experience with data architecture and analytical data modelling.\n\n - Experience with modern transformation frameworks such as dbt and cloud data platforms such as Databricks, Snowflake or equivalent. \n\n - Experience leading, mentoring or technically guiding Data/Analytics Engineers. \n\n - Understanding of the complete data lifecycle from source applications and ingestion through transformation, semantic modelling and consumption. \n\n - Experience managing roadmaps and prioritising competing business, architectural and technical requirements. \n\n - The ability to communicate comfortably with both engineers and senior business stakeholders. \n\nIf you meet most but not all of the above, we’d still encourage you to apply. \n\nDesirable\n\n - Knowledge of data quality, testing, lineage, documentation, ownership and governance practices. \n\n - Experience working in a regulated industry, ideally financial services or fintech, with an understanding of how governance, controls and regulatory requirements influence data architecture and delivery. \n\n - Experience with Databricks and dbt, particularly designing or evolving a centralised transformation/modelling layer. \n\n - Experience managing dependencies across Product Engineering, Data Engineering and Analytics teams, particularly where delivery requires changes to upstream applications or event/data generation. \n\n\n\n\n\n\nOur Commitment to DE&I:\n\nAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential\n\n \n\nWorking Policy:\n\nWe have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.\n\n \n\nVisa Sponsorship:\n\nAt this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.\n\n \n\nPlease read before you apply!\n\nPlease note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.\n\n \n\nBy sending us your application you acknowledge and agree to Moneybox using your personal data as described below.\n\n \n\nWe collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We http://generally.we/ do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.\n\n \n\nIf you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.\n\n \n\nIf you would like to reach us then please email: talent@moneyboxapp.com\n\n \n\nIf you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com"},{"id":"0e59f5f0-e949-40dc-948c-51ed29a2cf32","title":"Marketing Insight & Analytics Lead - 9 Month FTC","department":"Insight","team":"Data Analytics","employmentType":"FullTime","location":"London Office","secondaryLocations":[],"publishedAt":"2026-10-15T11:04:39.114+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/moneybox/0e59f5f0-e949-40dc-948c-51ed29a2cf32","applyUrl":"https://jobs.ashbyhq.com/moneybox/0e59f5f0-e949-40dc-948c-51ed29a2cf32/application","descriptionHtml":"About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
We're looking for a senior Marketing Insight & Analytics Lead to join the Data & Insight team on a fixed-term basis. This role is dedicated to supporting our Marketing function, acting as the analytical and technical centre of gravity for everything from campaign measurement to martech data infrastructure.
Working closely with Marketing, Analytics Engineering, Data Engineering and Product Engineering, you'll translate the findings of our ongoing MarTech audit into clear data and measurement requirements, helping shape the technical foundations of a more sophisticated marketing analytics ecosystem.
What You'll Do
Marketing Tracking & Measurement Architecture
Assess and improve marketing tracking across paid, owned and earned channels, identifying gaps in campaign tagging, event instrumentation, attribution and measurement coverage.
Define standards for campaign taxonomy, tracking parameters, event definitions and marketing measurement consistency across platforms.
Lead the definition of end-to-end web-to-app measurement requirements, ensuring customer journeys can be understood across acquisition, registration, onboarding and downstream product engagement.
Bring deep expertise in platforms such as Google Analytics 4, AppsFlyer and relevant advertising and product analytics tools to define how tracking should be implemented, validated and maintained.
Establish clear measurement specifications, technical requirements and acceptance criteria for engineering delivery.
Customer Journey Measurement & Technical Delivery
Work with engineering teams to establish appropriate approaches for anonymous-to-known identity stitching, attribution identifiers, event mapping and cross-platform journey continuity, within applicable privacy and consent constraints.
Identify limitations in existing attribution data and recommend practical improvements.
Partner with relevant stakeholders to translate business needs into a prioritised marketing analytics and data development roadmap.
Act as the primary owner of marketing analytics requirements for Analytics Engineering, Data Engineering and Product Engineering.
Define the data sources, integrations, event specifications, transformation requirements and data products needed to deliver improved marketing measurement.
Work closely with engineering teams to shape technical solutions, manage dependencies and validate that delivered capabilities meet business and measurement requirements.
Establish appropriate data quality, reconciliation and monitoring requirements for marketing data flows and tracking implementations.
Data Products & Reporting
Define and document sources of truth for key marketing KPIs, ensuring consistency across reporting surfaces
Own the marketing reporting layer in Power BI (or equivalent), ensuring outputs are accurate, timely, and interpretable by non-technical audiences
Leverage AI to automate routine reporting, draft performance narratives, and surface key trends or anomalies
Stakeholder Partnership
Serve as the primary data and analytics partner for the Marketing team, translating commercial questions into analytical briefs and technical requirements
Support media planning cycles with data-driven audience segmentation, channel mix analysis, and budget allocation modelling
Represent the Data & Insight team in cross-functional marketing planning forums, contributing to roadmap prioritisation
Who You Are
A technically strong marketing analytics professional who understands how digital marketing data is generated, tracked, connected and measured.
Comfortable operating between Marketing and Engineering, translating commercial measurement needs into detailed technical requirements.
Experienced in solving complex attribution, tracking and identity challenges across web and mobile environments.
Able to assess existing measurement architecture, identify weaknesses and propose practical, scalable improvements.
Commercially minded, with a clear understanding of how marketing effectiveness, acquisition efficiency and customer value influence investment decisions.
Confidence in challenging existing approaches and making informed recommendations when data quality or measurement limitations prevent reliable conclusions.
Experience & Skills
5+ years in a marketing analytics, data science, or analytics engineering role with a strong focus on marketing measurement
Hands-on experience with multi-touch attribution methodologies and media mix modelling
Strong SQL skills; experience using it for data manipulation, data analysis, and modelling
Direct experience with mobile attribution platforms, particularly AppsFlyer
Familiarity with the privacy landscape across both app (e.g. iOS SKAdNetwork) and web (e.g. cookie deprecation), and how to navigate the resulting measurement challenges
Experience working with advertising platform APIs (Google Ads, Meta Ads) for data extraction and pipeline automation
Familiarity with GCP data services and event analytics platforms (Mixpanel or equivalent)
Demonstrable experience building data products and self-serve reporting assets used by non-technical stakeholders
Track record of designing and analysing incrementality experiments or A/B tests in a marketing context
Experience with dbt (Cloud or Core) for transformation layer development
Familiarity with Databricks or similar modern data lakehouse platforms
Experience with Power BI (or similar data visualisation tool)
Experience in a regulated financial services or fintech environment
Exposure to customer data platforms (CDPs) or CRM data integration (e.g. Braze)
Experience working within or alongside analytics engineering teams and contributing to shared data models
Understanding of CI/CD practices for data pipelines
Experience with Python for data manipulation, modelling, and pipeline work
Whats In It For You
Join a fast-growing, award-winning company with genuine ambition to improve people's financial lives
Work in a team that takes data quality and analytical rigour seriously, with a modern stack and strong engineering culture
Dedicated, focused remit – you'll be the subject matter expert in your domain, with real ownership and visibility
Hybrid working: 2 days from our London office, 3 from home
Competitive FTC compensation package
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Moneybox has grown from ~£5bn to ~£25bn of assets under administration in three years. The suppliers we rely on have grown with us, in number, in importance and in regulatory significance, and the way we choose, contract and manage them now needs to keep pace with business growth and regulatory change. We have genuine strengths to build on, particularly in how our Legal, Data Protection and InfoSec Teams negotiate with our most important partners, but need to continue evolving our full third-party lifecycle management approach.
As Head of Procurement, you will build and then run the function. You will own the target operating model, make Moneybox’s approach proportionate, with fast routes for genuinely low-risk purchases and real challenge where the regulatory and commercial risks sit. You will be the front door for every new third-party need and the owner of a single view of our supplier estate.
This is a builder-into-runner role: the first 12 to 18 months focus on designing and embedding the model, and then on running it well and raising the capability of the people around you. Being a Head of at Moneybox also means helping to define company strategy through cross-functional committees and quarterly planning, and maintaining our culture by living and promoting our values.
What You’ll Do
Operating model and policy
Own the target operating model for the third-party lifecycle, with clear roles and accountability for the business, procurement, risk, legal, compliance and operations
Replace value-only tiering with a risk-based framework, and own the procurement policy, approval and signing matrices
The front door
Own the procurement gateway, checking every new need is ready to proceed and setting clear expectations on route, timeline and priority
Challenge and shape requirements early, including build-or-buy and whether an existing supplier could meet the need
Sourcing and negotiation
Working with business owners, leading RFPs, and triage engagements before specialists are involved so that second-line teams see only what genuinely needs them
Lead negotiation on material engagements, building in exit and alternative-provider contingency while leverage still exists
Compile an independent risk assessment before signing, and escalate where a proposal falls outside risk appetite or departs from its business case
Supplier estate, contracts and renewals
Build a single view of the supplier estate, its criticality, risk and duplication, and lead consolidation and more strategic relationships
Run a forward renewal pipeline with lead times set by risk, so every significant renewal is a real decision rather than a deadline
Bring long-standing relationships up to the new standard through the first renewal cycles, in order of risk
Third-party risk and operational resilience
Act as first line for the second-line teams, and drive consistent risk matrices aligned to the Executive Committee’s risk appetite
Work with the Third Parties and Operational Resilience team so that critical suppliers have robust continuity, recovery and exit plans and that in life expectations are embedded with suppliers and business owners from inception
Capability, culture and technology
Make procurement help the business move faster and decide better, raising capability through playbooks, coaching and well-designed tools
Set the direction for procurement systems, data and AI, and make the case for the resourcing the model needs
Who you are
Results-first leader: You possess an ego-less approach to success, instinctively prioritising collective company outcomes over personal or functional ambition
Cross-functional catalyst: You thrive in shared-goal environments, understanding that true accountability means bridging silos to ensure the entire team wins, not just your department
Hungry & intellectually curious: You bring an exceptional work ethic and a “thirst for knowledge” that drives you to constantly improve yourself and the systems around you
Action-oriented: You have the acumen to translate high-level strategy into tangible outputs, ensuring that “commitment” isn’t just a word, but a measurable result
Collaborative communicator: You build trust by being radically honest, admitting mistakes and asking for help, and you prefer healthy debate to reach the best outcomes
Experience and Skills
Procurement leadership in regulated financial services: You have led a procurement or third-party function, or a substantial part of one, in an FCA or PRA regulated firm
Operating model builder: You have designed and embedded a procurement or third-party operating model from a low base, and then run it, rather than inheriting a mature function
Senior presence and independence: You have the experience to genuinely test the readiness of a request, hold a position with directors and heads of department, and turn a complex supplier or risk position into a clear recommendation for executive audiences
Third-party risk literacy: You understand legal, data protection, information security and AI risk well enough to spot gaps early and resolve standard positions without needing a specialist every time
Regulatory grounding: You know UK requirements on outsourcing, operational resilience and third-party risk, including critical and material third parties, exit planning and regulatory reporting
Commercial negotiation: You have a track record of negotiating material, complex technology and service contracts, and of creating value across a supplier estate rather than deal by deal
Proportionate and capability-building: You match effort to risk, raise the capability of non-specialists, and see a practical role for automation and AI in routine work
What’s In It For You?
Opportunity to join a fast-growing, award-winning and super ambitious company
Work with a friendly team of highly motivated individuals
Be in an environment where you are listened to and can actually have an impact
Thriving collaborative and inclusive company culture
Company pension scheme
Company bonus scheme
Hybrid working environment – by the Oxo Tower
Home office furniture allowance
Personal Annual Learning and Development budget
Private Medical Insurance
Health Cash Plan – cashback on everyday healthcare like dental and opticians
Cycle to work scheme – spread the cost of a new bike and accessories
CycleSaver – save on bike-share subscriptions and have a more sustainable commute
Wellhub subscription to a variety of gyms and wellbeing apps
Enhanced parental pay & leave
25 days holiday + bank holidays with additional days added with length of service.
This is a hybrid role. Our office is in London, by the Oxo Tower
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
If you would like to reach us then please email: talent@moneyboxapp.com
If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com
","descriptionPlain":"About Moneybox\n\nAt Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.\n\n \n\nMoneybox has grown from ~£5bn to ~£25bn of assets under administration in three years. The suppliers we rely on have grown with us, in number, in importance and in regulatory significance, and the way we choose, contract and manage them now needs to keep pace with business growth and regulatory change. We have genuine strengths to build on, particularly in how our Legal, Data Protection and InfoSec Teams negotiate with our most important partners, but need to continue evolving our full third-party lifecycle management approach.\n\n\nAs Head of Procurement, you will build and then run the function. You will own the target operating model, make Moneybox’s approach proportionate, with fast routes for genuinely low-risk purchases and real challenge where the regulatory and commercial risks sit. You will be the front door for every new third-party need and the owner of a single view of our supplier estate.\n\n\nThis is a builder-into-runner role: the first 12 to 18 months focus on designing and embedding the model, and then on running it well and raising the capability of the people around you. Being a Head of at Moneybox also means helping to define company strategy through cross-functional committees and quarterly planning, and maintaining our culture by living and promoting our values.\n\nWhat You’ll Do\n\n - Operating model and policy\n \n - Own the target operating model for the third-party lifecycle, with clear roles and accountability for the business, procurement, risk, legal, compliance and operations\n \n - Replace value-only tiering with a risk-based framework, and own the procurement policy, approval and signing matrices\n \n The front door\n \n - Own the procurement gateway, checking every new need is ready to proceed and setting clear expectations on route, timeline and priority\n \n - Challenge and shape requirements early, including build-or-buy and whether an existing supplier could meet the need\n \n Sourcing and negotiation\n \n - Working with business owners, leading RFPs, and triage engagements before specialists are involved so that second-line teams see only what genuinely needs them\n \n - Lead negotiation on material engagements, building in exit and alternative-provider contingency while leverage still exists\n \n - Compile an independent risk assessment before signing, and escalate where a proposal falls outside risk appetite or departs from its business case\n \n Supplier estate, contracts and renewals\n \n - Build a single view of the supplier estate, its criticality, risk and duplication, and lead consolidation and more strategic relationships\n \n - Run a forward renewal pipeline with lead times set by risk, so every significant renewal is a real decision rather than a deadline\n \n - Bring long-standing relationships up to the new standard through the first renewal cycles, in order of risk\n \n Third-party risk and operational resilience\n \n - Act as first line for the second-line teams, and drive consistent risk matrices aligned to the Executive Committee’s risk appetite\n \n - Work with the Third Parties and Operational Resilience team so that critical suppliers have robust continuity, recovery and exit plans and that in life expectations are embedded with suppliers and business owners from inception\n \n Capability, culture and technology\n \n - Make procurement help the business move faster and decide better, raising capability through playbooks, coaching and well-designed tools\n \n - Set the direction for procurement systems, data and AI, and make the case for the resourcing the model needs\n\nWho you are\n\n - \n\n - Results-first leader: You possess an ego-less approach to success, instinctively prioritising collective company outcomes over personal or functional ambition\n\n - Cross-functional catalyst: You thrive in shared-goal environments, understanding that true accountability means bridging silos to ensure the entire team wins, not just your department\n\n - Hungry & intellectually curious: You bring an exceptional work ethic and a “thirst for knowledge” that drives you to constantly improve yourself and the systems around you\n\n - Action-oriented: You have the acumen to translate high-level strategy into tangible outputs, ensuring that “commitment” isn’t just a word, but a measurable result\n\n - Collaborative communicator: You build trust by being radically honest, admitting mistakes and asking for help, and you prefer healthy debate to reach the best outcomes\n\nExperience and Skills\n\n - \n\n - Procurement leadership in regulated financial services: You have led a procurement or third-party function, or a substantial part of one, in an FCA or PRA regulated firm\n\n - Operating model builder: You have designed and embedded a procurement or third-party operating model from a low base, and then run it, rather than inheriting a mature function\n\n - Senior presence and independence: You have the experience to genuinely test the readiness of a request, hold a position with directors and heads of department, and turn a complex supplier or risk position into a clear recommendation for executive audiences\n\n - Third-party risk literacy: You understand legal, data protection, information security and AI risk well enough to spot gaps early and resolve standard positions without needing a specialist every time\n\n - Regulatory grounding: You know UK requirements on outsourcing, operational resilience and third-party risk, including critical and material third parties, exit planning and regulatory reporting\n\n - Commercial negotiation: You have a track record of negotiating material, complex technology and service contracts, and of creating value across a supplier estate rather than deal by deal\n\n - Proportionate and capability-building: You match effort to risk, raise the capability of non-specialists, and see a practical role for automation and AI in routine work\n\nWhat’s In It For You?\n\n - \n\n - Opportunity to join a fast-growing, award-winning and super ambitious company\n\n - Work with a friendly team of highly motivated individuals\n\n - Be in an environment where you are listened to and can actually have an impact\n\n - Thriving collaborative and inclusive company culture\n\n - Company pension scheme\n\n - Company bonus scheme\n\n - Hybrid working environment – by the Oxo Tower\n\n - Home office furniture allowance\n\n - Personal Annual Learning and Development budget\n\n - Private Medical Insurance\n\n - Health Cash Plan – cashback on everyday healthcare like dental and opticians\n\n - Cycle to work scheme – spread the cost of a new bike and accessories\n\n - CycleSaver – save on bike-share subscriptions and have a more sustainable commute\n\n - Wellhub subscription to a variety of gyms and wellbeing apps\n\n - Enhanced parental pay & leave\n\n - 25 days holiday + bank holidays with additional days added with length of service.\n\nThis is a hybrid role. Our office is in London, by the Oxo Tower\n\nOur Commitment to DE&I:\n\nAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential\n\n \n\nWorking Policy:\n\nWe have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.\n\n \n\nVisa Sponsorship:\n\nAt this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.\n\n \n\nPlease read before you apply!\n\nPlease note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.\n\n \n\nBy sending us your application you acknowledge and agree to Moneybox using your personal data as described below.\n\n \n\nWe collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We http://generally.we/ do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.\n\n \n\nIf you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.\n\n \n\nIf you would like to reach us then please email: talent@moneyboxapp.com\n\n \n\nIf you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com"},{"id":"0149503a-9dab-4b81-b8cc-8dcaa42cddef","title":"Compliance Advisory Analyst","department":"Compliance","team":"Compliance","employmentType":"FullTime","location":"London Office","secondaryLocations":[],"publishedAt":"2026-10-16T14:38:51.302+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/moneybox/0149503a-9dab-4b81-b8cc-8dcaa42cddef","applyUrl":"https://jobs.ashbyhq.com/moneybox/0149503a-9dab-4b81-b8cc-8dcaa42cddef/application","descriptionHtml":"About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
We’re looking for a Compliance Advisory Analyst to join our Risk & Compliance team and help provide effective second-line advice, oversight and constructive challenge across Moneybox. Working closely with Product, Marketing, Customer Care and other teams, you’ll assess regulatory risks, support new propositions and changes, and help ensure good customer outcomes are embedded in decisions. You’ll own a varied portfolio of day-to-day advisory work, escalating complex or material matters appropriately, and help develop a proportionate, well-documented compliance advisory function. Given Moneybox's range of products, we would particularly welcome candidates with experience in pensions, retirement or investment products.
What you'll do
Working closely with colleagues across Risk & Compliance and the wider business, you will:
Provide clear, timely and practical second-line compliance advice on business queries, product changes, customer journeys and operational proposals, identifying regulatory risks and proportionate mitigations.
Review and challenge financial promotions and customer communications across channels, applying relevant FCA requirements and internal approval standards.
Support product governance and change approval processes, including reviewing fair value assessments, target market assessments, Consumer Duty considerations and associated governance papers.
Assess customer outcome risks, including foreseeable harm, customer understanding, support needs and the treatment of vulnerable customers, and challenge proposals where necessary.
Provide second-line input into sensitive or complex complaints and Financial Ombudsman Service matters, including regulatory interpretation, root-cause themes and potential wider customer impact.
Prepare concise written compliance considerations, risk assessments, recommendations and records of advice that evidence the rationale for decisions and escalation.
Build constructive relationships with Product, Marketing, Customer Care, Operations and other stakeholders, offering solutions-focused challenge while maintaining second-line independence.
Contribute to horizon scanning by assessing regulatory developments, explaining their potential business impact and supporting the tracking of actions and owners.
Support the effective operation of compliance governance forums, including preparing papers, recording challenges and following up on agreed actions.
Identify recurring advisory themes, emerging risks and opportunities to improve guidance, controls and ways of working; collaborate with Compliance Monitoring and other specialists where appropriate.
Provide second-line advisory support across Moneybox's savings, investment and retirement propositions, including relevant product changes, customer journeys and regulatory considerations.
Who you are
A curious, proactive and commercially aware compliance professional who enjoys solving problems in a fast-moving environment.
Comfortable making reasoned judgements, constructively challenging proposals and explaining the “why” behind regulatory requirements.
Able to work independently on routine matters, recognise the limits of your knowledge and escalate material or unfamiliar risks appropriately.
An effective communicator who can turn complex rules into accessible, actionable guidance for non-compliance colleagues.
Organised and adaptable, with the ability to balance multiple priorities, maintain clear records and follow work through to completion.
Collaborative and approachable, while confident maintaining appropriate second-line independence.
Experience and skills
Relevant experience in a compliance, regulatory advisory, risk or closely related role within a UK FCA-regulated financial services business.
Working knowledge of the FCA regulatory framework, including the Consumer Duty and principles relevant to customer communications, product governance and customer outcomes.
Experience assessing regulatory risks, reviewing business proposals or communications, and documenting practical advice or recommendations.
Strong analytical skills and attention to detail, with the ability to interpret requirements and apply them to real customer and business scenarios.
Clear written and verbal communication skills, including confidence engaging with stakeholders outside Compliance.
An interest in savings, investments, pensions and digital financial services. Previous experience working with pensions, retirement or investment products, particularly in a regulatory or compliance capacity, would be highly desirable.
Experience with financial promotions, complaints, product governance or regulatory change is desirable, but expertise across every area is not expected.
A relevant professional qualification (or working towards one) is welcome but not essential; equivalent practical experience is valued.
What's in it for you
Opportunity to join a fast-growing, award-winning and super ambitious company
Work with a friendly team of highly motivated individuals
Be in an environment where you are listened to and can actually have an impact
Thriving collaborative and inclusive company culture
Company pension scheme
Company bonus scheme
Home office furniture allowance
Personal Annual Learning and Development budget
Private Medical Insurance
Health Cash Plan - cashback on everyday healthcare like dental and opticians
Cycle to work scheme – spread the cost of a new bike and accessories
CycleSaver - save on bike-share subscriptions and have a more sustainable commute
Wellhub subscription to a variety of gyms and wellbeing apps
Enhanced parental pay & leave
25 days holiday + bank holidays with additional days added with length of service.
Hybrid work arrangement (2 days in London office, 3 days from home)
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
If you would like to reach us then please email: talent@moneyboxapp.com
If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com
","descriptionPlain":"About Moneybox\n\nAt Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.\n\n \n\nJob Brief\n\n \n\nWe’re looking for a Compliance Advisory Analyst to join our Risk & Compliance team and help provide effective second-line advice, oversight and constructive challenge across Moneybox. Working closely with Product, Marketing, Customer Care and other teams, you’ll assess regulatory risks, support new propositions and changes, and help ensure good customer outcomes are embedded in decisions. You’ll own a varied portfolio of day-to-day advisory work, escalating complex or material matters appropriately, and help develop a proportionate, well-documented compliance advisory function. Given Moneybox's range of products, we would particularly welcome candidates with experience in pensions, retirement or investment products.\n\nWhat you'll do\n\n - Working closely with colleagues across Risk & Compliance and the wider business, you will:\n \n - Provide clear, timely and practical second-line compliance advice on business queries, product changes, customer journeys and operational proposals, identifying regulatory risks and proportionate mitigations.\n \n - Review and challenge financial promotions and customer communications across channels, applying relevant FCA requirements and internal approval standards.\n \n - Support product governance and change approval processes, including reviewing fair value assessments, target market assessments, Consumer Duty considerations and associated governance papers.\n \n - Assess customer outcome risks, including foreseeable harm, customer understanding, support needs and the treatment of vulnerable customers, and challenge proposals where necessary.\n \n - Provide second-line input into sensitive or complex complaints and Financial Ombudsman Service matters, including regulatory interpretation, root-cause themes and potential wider customer impact.\n \n - Prepare concise written compliance considerations, risk assessments, recommendations and records of advice that evidence the rationale for decisions and escalation.\n \n - Build constructive relationships with Product, Marketing, Customer Care, Operations and other stakeholders, offering solutions-focused challenge while maintaining second-line independence.\n \n - Contribute to horizon scanning by assessing regulatory developments, explaining their potential business impact and supporting the tracking of actions and owners.\n \n - Support the effective operation of compliance governance forums, including preparing papers, recording challenges and following up on agreed actions.\n \n - Identify recurring advisory themes, emerging risks and opportunities to improve guidance, controls and ways of working; collaborate with Compliance Monitoring and other specialists where appropriate.\n \n - Provide second-line advisory support across Moneybox's savings, investment and retirement propositions, including relevant product changes, customer journeys and regulatory considerations.\n\nWho you are\n\n - \n\n - A curious, proactive and commercially aware compliance professional who enjoys solving problems in a fast-moving environment.\n\n - Comfortable making reasoned judgements, constructively challenging proposals and explaining the “why” behind regulatory requirements.\n\n - Able to work independently on routine matters, recognise the limits of your knowledge and escalate material or unfamiliar risks appropriately.\n\n - An effective communicator who can turn complex rules into accessible, actionable guidance for non-compliance colleagues.\n\n - Organised and adaptable, with the ability to balance multiple priorities, maintain clear records and follow work through to completion.\n\n - Collaborative and approachable, while confident maintaining appropriate second-line independence.\n\nExperience and skills\n\n - \n\n - Relevant experience in a compliance, regulatory advisory, risk or closely related role within a UK FCA-regulated financial services business.\n\n - Working knowledge of the FCA regulatory framework, including the Consumer Duty and principles relevant to customer communications, product governance and customer outcomes.\n\n - Experience assessing regulatory risks, reviewing business proposals or communications, and documenting practical advice or recommendations.\n\n - Strong analytical skills and attention to detail, with the ability to interpret requirements and apply them to real customer and business scenarios.\n\n - Clear written and verbal communication skills, including confidence engaging with stakeholders outside Compliance.\n\n - An interest in savings, investments, pensions and digital financial services. Previous experience working with pensions, retirement or investment products, particularly in a regulatory or compliance capacity, would be highly desirable.\n\n - Experience with financial promotions, complaints, product governance or regulatory change is desirable, but expertise across every area is not expected.\n\n - A relevant professional qualification (or working towards one) is welcome but not essential; equivalent practical experience is valued.\n\nWhat's in it for you\n\n - \n\n - Opportunity to join a fast-growing, award-winning and super ambitious company\n\n - Work with a friendly team of highly motivated individuals\n\n - Be in an environment where you are listened to and can actually have an impact\n\n - Thriving collaborative and inclusive company culture\n\n - Company pension scheme\n\n - Company bonus scheme\n\n - Home office furniture allowance\n\n - Personal Annual Learning and Development budget\n\n - Private Medical Insurance\n\n - Health Cash Plan - cashback on everyday healthcare like dental and opticians\n\n - Cycle to work scheme – spread the cost of a new bike and accessories\n\n - CycleSaver - save on bike-share subscriptions and have a more sustainable commute\n\n - Wellhub subscription to a variety of gyms and wellbeing apps\n\n - Enhanced parental pay & leave\n\n - 25 days holiday + bank holidays with additional days added with length of service.\n\n - Hybrid work arrangement (2 days in London office, 3 days from home)\n\nOur Commitment to DE&I:\n\nAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential\n\n \n\nWorking Policy:\n\nWe have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.\n\n \n\nVisa Sponsorship:\n\nAt this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.\n\n \n\nPlease read before you apply!\n\nPlease note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.\n\n \n\nBy sending us your application you acknowledge and agree to Moneybox using your personal data as described below.\n\n \n\nWe collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We http://generally.we/ do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.\n\n \n\nIf you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.\n\n \n\nIf you would like to reach us then please email: talent@moneyboxapp.com\n\n \n\nIf you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com"},{"id":"278da75d-4898-421e-a1de-da68d65c2af3","title":"People Operations Specialist","department":"People","team":"People Operations","employmentType":"FullTime","location":"London Office","secondaryLocations":[],"publishedAt":"2026-10-21T13:02:59.567+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/moneybox/278da75d-4898-421e-a1de-da68d65c2af3","applyUrl":"https://jobs.ashbyhq.com/moneybox/278da75d-4898-421e-a1de-da68d65c2af3/application","descriptionHtml":"About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
You'll own the day-to-day running of Moneybox's core people processes, from a new joiner's first contract to their final payslip. It's a hands-on role at the centre of the People Team: you'll make sure every employee has a smooth, accurate and compliant experience at each stage of their time with us.
As a regulated business, getting the details right matters. You'll own our SM&CR administration and background screening, keep our people data accurate across our HR systems, and run payroll administration each month.
We also want someone who sees a manual process and asks how it could be automated. You'll use AI and automation tools in your daily work and help us remove repetitive admin so the team can focus on higher-value work.
Key responsibilities
Prepare and issue offer letters and employment contracts accurately and on time
Coordinate equipment and system access for new joiners with IT and hiring managers
Own new joiner communications from offer acceptance through to day one
Run background and pre-employment screening checks, making sure they meet our regulatory requirements before start dates
Own and deliver the People new joiner session
Coordinate the wider onboarding programme, working with teams across the business to keep it relevant and well run
Process resignations promptly, including acknowledgement letters, notice periods and final pay information
Prepare all leaver documentation and make sure leavers are processed accurately in our systems and payroll
Coordinate exit surveys and share themes with the People Team
Produce lifecycle documentation such as contract variations, reference letters, employment confirmations and promotion letters
Process changes to employee terms, working patterns and family leave
Be a first point of contact for employee and manager questions on people processes and policies
Own the monthly payroll administration process, preparing accurate inputs for starters, leavers, changes and benefits
Work with our payroll provider and Finance to make sure payroll runs accurately and on time
Handle payroll queries and keep clear records for audit
Maintain high data integrity across our people systems, including HiBob, Culture Amp and Zinc
Own data quality: run regular audits, fix errors and keep processes documented
Help manage system configuration, integrations and improvements
Produce people data and reports for the People Team and the business
Own the day-to-day administration of our SM&CR process for Senior Managers and Certified Individuals
Make sure background checks meet FCA expectations and internal policy
Run the annual Fitness & Propriety (F&P) assessment process, tracking completion and evidence
Maintain clear, auditable records of all regulatory people activity and flag risks early
Help keep regulatory references, certifications and FCA notifications on track
Use AI tools in your daily work to work faster and more accurately
Spot manual, repetitive tasks and support proposals to automate or simplify them
Help build and improve automated workflows across our people systems
Share what works with the team and help others adopt new tools
Whilst the core focus of this role will be People Operations, we work as a blended team and recognise the importance of supporting one another. From time to time, this will mean lending a hand outside your day-to-day responsibilities, such as supporting our Office Manager with the setup of our monthly company meetings.
About you
2+ years' experience in a People Operations or HR administration role, ideally in a fast-paced or scaling business
Hands-on experience running end-to-end onboarding and offboarding
Experience of payroll administration and preparing accurate monthly inputs
Confident with HR systems and data; you care about accuracy and notice when something doesn't add up
Comfortable working with confidential information and handling it with discretion
Highly organised: you can manage many processes at once without letting deadlines slip
Curious about AI and automation, and already using tools to work smarter
Good working knowledge of UK employment law and HR practice
Nice to have
Experience in financial services or another FCA-regulated environment
Working knowledge of SM&CR, regulatory references and F&P assessments
Experience with HiBob, Culture Amp or Zinc
Experience building automations or workflows (for example in HiBob, Zapier or similar)
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
If you would like to reach us then please email: talent@moneyboxapp.com
If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com
","descriptionPlain":"About Moneybox\n\nAt Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.\n\n \n\n\nABOUT THE ROLE\n\nYou'll own the day-to-day running of Moneybox's core people processes, from a new joiner's first contract to their final payslip. It's a hands-on role at the centre of the People Team: you'll make sure every employee has a smooth, accurate and compliant experience at each stage of their time with us.\n\nAs a regulated business, getting the details right matters. You'll own our SM&CR administration and background screening, keep our people data accurate across our HR systems, and run payroll administration each month.\n\nWe also want someone who sees a manual process and asks how it could be automated. You'll use AI and automation tools in your daily work and help us remove repetitive admin so the team can focus on higher-value work.\n\n \n\nKey responsibilities\n\n - \n\n\nONBOARDING\n\n - Prepare and issue offer letters and employment contracts accurately and on time\n\n - Coordinate equipment and system access for new joiners with IT and hiring managers\n\n - Own new joiner communications from offer acceptance through to day one\n\n - Run background and pre-employment screening checks, making sure they meet our regulatory requirements before start dates\n\n - Own and deliver the People new joiner session\n\n - Coordinate the wider onboarding programme, working with teams across the business to keep it relevant and well run\n\n\nOFFBOARDING\n\n - Process resignations promptly, including acknowledgement letters, notice periods and final pay information\n\n - Prepare all leaver documentation and make sure leavers are processed accurately in our systems and payroll\n\n - Coordinate exit surveys and share themes with the People Team\n\n\nEMPLOYEE LIFECYCLE SUPPORT\n\n - Produce lifecycle documentation such as contract variations, reference letters, employment confirmations and promotion letters\n\n - Process changes to employee terms, working patterns and family leave\n\n - Be a first point of contact for employee and manager questions on people processes and policies\n\n\nPAYROLL\n\n - Own the monthly payroll administration process, preparing accurate inputs for starters, leavers, changes and benefits\n\n - Work with our payroll provider and Finance to make sure payroll runs accurately and on time\n\n - Handle payroll queries and keep clear records for audit\n\n\nSYSTEMS AND DATA\n\n - Maintain high data integrity across our people systems, including HiBob, Culture Amp and Zinc\n\n - Own data quality: run regular audits, fix errors and keep processes documented\n\n - Help manage system configuration, integrations and improvements\n\n - Produce people data and reports for the People Team and the business\n\n\nREGULATORY AND COMPLIANCE\n\n - Own the day-to-day administration of our SM&CR process for Senior Managers and Certified Individuals\n\n - Make sure background checks meet FCA expectations and internal policy\n\n - Run the annual Fitness & Propriety (F&P) assessment process, tracking completion and evidence\n\n - Maintain clear, auditable records of all regulatory people activity and flag risks early\n\n - Help keep regulatory references, certifications and FCA notifications on track\n\n\nAUTOMATION AND AI\n\n - Use AI tools in your daily work to work faster and more accurately\n\n - Spot manual, repetitive tasks and support proposals to automate or simplify them\n\n - Help build and improve automated workflows across our people systems\n\n - Share what works with the team and help others adopt new tools\n\nWhilst the core focus of this role will be People Operations, we work as a blended team and recognise the importance of supporting one another. From time to time, this will mean lending a hand outside your day-to-day responsibilities, such as supporting our Office Manager with the setup of our monthly company meetings.\n\nAbout you\n\n - \n\n - 2+ years' experience in a People Operations or HR administration role, ideally in a fast-paced or scaling business\n\n - Hands-on experience running end-to-end onboarding and offboarding\n\n - Experience of payroll administration and preparing accurate monthly inputs\n\n - Confident with HR systems and data; you care about accuracy and notice when something doesn't add up\n\n - Comfortable working with confidential information and handling it with discretion\n\n - Highly organised: you can manage many processes at once without letting deadlines slip\n\n - Curious about AI and automation, and already using tools to work smarter\n\n - Good working knowledge of UK employment law and HR practice\n\nNice to have\n\n - \n\n - Experience in financial services or another FCA-regulated environment\n\n - Working knowledge of SM&CR, regulatory references and F&P assessments\n\n - Experience with HiBob, Culture Amp or Zinc\n\n - Experience building automations or workflows (for example in HiBob, Zapier or similar)\n\nOur Commitment to DE&I:\n\nAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential\n\n \n\nWorking Policy:\n\nWe have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.\n\n \n\nVisa Sponsorship:\n\nAt this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.\n\n \n\nPlease read before you apply!\n\nPlease note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.\n\n \n\nBy sending us your application you acknowledge and agree to Moneybox using your personal data as described below.\n\n \n\nWe collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We http://generally.we/ do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.\n\n \n\nIf you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.\n\n \n\nIf you would like to reach us then please email: talent@moneyboxapp.com\n\n \n\nIf you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com"},{"id":"508131ed-385e-4bc6-b852-f1eabd7c0683","title":"Head of Risk","department":"Compliance","team":"Compliance","employmentType":"FullTime","location":"London Office","secondaryLocations":[],"publishedAt":"2026-10-23T14:50:06.674+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/moneybox/508131ed-385e-4bc6-b852-f1eabd7c0683","applyUrl":"https://jobs.ashbyhq.com/moneybox/508131ed-385e-4bc6-b852-f1eabd7c0683/application","descriptionHtml":"About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
The Head of Risk leads Moneybox's second line risk function. You will own the Risk Management Framework, provide independent oversight and challenge across the firm's principal risks, and give the Executive and Board a clear, forward-looking view of our risk profile.
You will report to the VP Risk & Compliance and lead a team of Risk Business Partners, each aligned to Operations, Technology & AI, and Central Functions. Working alongside the Compliance, Financial Crime and Data Protection teams, you will be the senior risk voice in executive governance and attend the Board Risk Committee where required. This role is not an SMF role.
Moneybox is at an important point in its growth. In your first six to twelve months you will strengthen and embed the Risk Management Framework, build out the Risk Business Partner model, establish proportionate second line oversight of the ICARA and wind-down plan and, with SMEs, support the development of our approach to model and AI risk as new propositions come to market
What You'll Do
● Own, maintain and continually improve the Risk Management Framework, including the risk policy, taxonomy, risk and control self-assessment, incident and KRI standards, so that risk is identified, assessed and managed consistently across the firm.
● Lead, develop and coach the Risk Business Partner team, so that each function has a single, consistent second line partner with the specialist expertise to support and challenge it.
● Provide independent second line oversight and challenge of the firm's principal risks, including operational, operational resilience, third-party, technology, cyber, data, model and strategy execution risk, escalating issues where risk sits outside appetite.
● Oversee and challenge the ICARA and wind-down plan owned by Finance, ensuring scenarios and stress tests are credible, regularly reviewed and reflect market conditions, so the firm is well prepared for supervisory review.
● Maintain the risk appetite framework with the Executive and Board, monitoring performance against appetite and reporting breaches and trends promptly.
● Produce clear, insightful risk reporting and MI for the Executive, Risk Committee and Board Risk Committee, attending the Board Risk Committee where required to present the second line view.
● Provide independent risk opinions on material change, new products and propositions, outsourcing and strategic decisions, so the business can grow within appetite.
● Build and embed a proportionate second line approach to model and AI risk, including the advice engine, working with outsourced model validation providers.
● Support first line risk owners to own their risks and report on them, including KRIs, top risks and control effectiveness, through guidance, training and constructive challenge.
● Lead emerging and strategic risk horizon scanning, ensuring the Executive and Board understand how the risk landscape is evolving.
● Support regulatory engagement on risk matters, including remediation activity and supervisory requests, working closely with the VP Risk & Compliance.
● Drive the effective use of the GRC system and automation in risk processes and reporting, improving efficiency and the quality of risk insight.
Who You Are
● You give a clear, independent view and hold it under pressure, while staying pragmatic about how the business can achieve its goals.
● You are commercially minded and see good risk management as something that enables safe growth, not a brake on it.
● You build trusted relationships at every level, from first line teams to the Executive and Board.
● You enjoy building things, and are comfortable shaping frameworks and a team in a fast-growing, evolving business.
● You communicate complex risk issues simply, in writing and in person, so others can make informed decisions.
● You lead by developing people, and want to grow a capable, motivated team of Risk Business Partners.
Experience & Skills
Essential
● Significant experience in a second line risk role within FCA-regulated financial services, ideally in a wealth management, investment platform or similar consumer-facing business.
● Proven track record of designing, embedding and improving a Risk Management Framework and risk appetite framework in a growing firm.
● Strong working knowledge of FCA expectations for risk management, including SYSC, PRIN, Consumer Duty and operational resilience.
● Experience overseeing or challenging the ICARA, stress testing and wind-down planning under MIFIDPRU.
● Experience producing risk reporting for, and presenting to, executive and Board-level committees.
● Experience leading and developing a team of risk professionals.
● Experience of risk and control self-assessment, KRIs, incident management and GRC systems.
Nice to have
● Experience of model risk or AI risk governance.
● Exposure to financial advice, CASS or platform-specific risks.
● A relevant professional qualification, such as IRM, PRM, FRM or the CISI risk qualifications.
What's in it for you?
● Opportunity to join a fast-growing, award-winning and super ambitious company.
● Work with a friendly team of highly motivated individuals.
● Be in an environment where you are listened to and can actually have an impact.
● Thriving collaborative and inclusive company culture.
● Company pension scheme.
● Company bonus scheme
● Hybrid working environment.
● Home office furniture allowance.
● Personal Annual Learning and Development budget.
● Private Medical Insurance.
● Health Cash Plan - cashback on everyday healthcare like dental and opticians.
● Cycle to work scheme - spread the cost of a new bike and accessories.
● CycleSaver - save on bike-share subscriptions and have a more sustainable commute.
● Wellhub subscription to a variety of gyms and wellbeing apps.
● Enhanced parental pay & leave.
● 25 days holiday + bank holidays with additional days added with length of service.
","descriptionPlain":"About Moneybox\n\n \n\nAt Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.\n\n \n\nJob Brief\n\n \n \n\nThe Head of Risk leads Moneybox's second line risk function. You will own the Risk Management Framework, provide independent oversight and challenge across the firm's principal risks, and give the Executive and Board a clear, forward-looking view of our risk profile.\n\nYou will report to the VP Risk & Compliance and lead a team of Risk Business Partners, each aligned to Operations, Technology & AI, and Central Functions. Working alongside the Compliance, Financial Crime and Data Protection teams, you will be the senior risk voice in executive governance and attend the Board Risk Committee where required. This role is not an SMF role.\n\nMoneybox is at an important point in its growth. In your first six to twelve months you will strengthen and embed the Risk Management Framework, build out the Risk Business Partner model, establish proportionate second line oversight of the ICARA and wind-down plan and, with SMEs, support the development of our approach to model and AI risk as new propositions come to market \n\nWhat You'll Do\n\n - \n\n \n\n● Own, maintain and continually improve the Risk Management Framework, including the risk policy, taxonomy, risk and control self-assessment, incident and KRI standards, so that risk is identified, assessed and managed consistently across the firm.\n\n● Lead, develop and coach the Risk Business Partner team, so that each function has a single, consistent second line partner with the specialist expertise to support and challenge it.\n\n● Provide independent second line oversight and challenge of the firm's principal risks, including operational, operational resilience, third-party, technology, cyber, data, model and strategy execution risk, escalating issues where risk sits outside appetite.\n\n● Oversee and challenge the ICARA and wind-down plan owned by Finance, ensuring scenarios and stress tests are credible, regularly reviewed and reflect market conditions, so the firm is well prepared for supervisory review.\n\n● Maintain the risk appetite framework with the Executive and Board, monitoring performance against appetite and reporting breaches and trends promptly.\n\n● Produce clear, insightful risk reporting and MI for the Executive, Risk Committee and Board Risk Committee, attending the Board Risk Committee where required to present the second line view.\n\n● Provide independent risk opinions on material change, new products and propositions, outsourcing and strategic decisions, so the business can grow within appetite.\n\n● Build and embed a proportionate second line approach to model and AI risk, including the advice engine, working with outsourced model validation providers.\n\n● Support first line risk owners to own their risks and report on them, including KRIs, top risks and control effectiveness, through guidance, training and constructive challenge.\n\n● Lead emerging and strategic risk horizon scanning, ensuring the Executive and Board understand how the risk landscape is evolving.\n\n● Support regulatory engagement on risk matters, including remediation activity and supervisory requests, working closely with the VP Risk & Compliance.\n\n● Drive the effective use of the GRC system and automation in risk processes and reporting, improving efficiency and the quality of risk insight.\n\nWho You Are\n\n - \n\n \n\n● You give a clear, independent view and hold it under pressure, while staying pragmatic about how the business can achieve its goals.\n\n● You are commercially minded and see good risk management as something that enables safe growth, not a brake on it.\n\n● You build trusted relationships at every level, from first line teams to the Executive and Board.\n\n● You enjoy building things, and are comfortable shaping frameworks and a team in a fast-growing, evolving business.\n\n● You communicate complex risk issues simply, in writing and in person, so others can make informed decisions.\n\n● You lead by developing people, and want to grow a capable, motivated team of Risk Business Partners.\n\nExperience & Skills\n\n - \n\n \n\nEssential\n\n● Significant experience in a second line risk role within FCA-regulated financial services, ideally in a wealth management, investment platform or similar consumer-facing business.\n\n● Proven track record of designing, embedding and improving a Risk Management Framework and risk appetite framework in a growing firm.\n\n● Strong working knowledge of FCA expectations for risk management, including SYSC, PRIN, Consumer Duty and operational resilience.\n\n● Experience overseeing or challenging the ICARA, stress testing and wind-down planning under MIFIDPRU.\n\n● Experience producing risk reporting for, and presenting to, executive and Board-level committees.\n\n● Experience leading and developing a team of risk professionals.\n\n● Experience of risk and control self-assessment, KRIs, incident management and GRC systems.\n\nNice to have\n\n● Experience of model risk or AI risk governance.\n\n● Exposure to financial advice, CASS or platform-specific risks.\n\n● A relevant professional qualification, such as IRM, PRM, FRM or the CISI risk qualifications.\n\nWhat's in it for you?\n\n - \n\n \n\n● Opportunity to join a fast-growing, award-winning and super ambitious company.\n\n● Work with a friendly team of highly motivated individuals.\n\n● Be in an environment where you are listened to and can actually have an impact.\n\n● Thriving collaborative and inclusive company culture.\n\n● Company pension scheme.\n\n● Company bonus scheme\n\n● Hybrid working environment.\n\n● Home office furniture allowance.\n\n● Personal Annual Learning and Development budget.\n\n● Private Medical Insurance.\n\n● Health Cash Plan - cashback on everyday healthcare like dental and opticians.\n\n● Cycle to work scheme - spread the cost of a new bike and accessories.\n\n● CycleSaver - save on bike-share subscriptions and have a more sustainable commute.\n\n● Wellhub subscription to a variety of gyms and wellbeing apps.\n\n● Enhanced parental pay & leave.\n\n● 25 days holiday + bank holidays with additional days added with length of service."},{"id":"c5f478b0-b764-4e70-b047-6a695d0394c7","title":"Support Team Executive","department":"Operations","team":"Support Team - Core","employmentType":"FullTime","location":"Hybrid or Remote within the UK","secondaryLocations":[],"publishedAt":"2026-10-29T16:09:45.461+00:00","isListed":true,"isRemote":null,"workplaceType":null,"address":null,"jobUrl":"https://jobs.ashbyhq.com/moneybox/c5f478b0-b764-4e70-b047-6a695d0394c7","applyUrl":"https://jobs.ashbyhq.com/moneybox/c5f478b0-b764-4e70-b047-6a695d0394c7/application","descriptionHtml":"About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.
Job Brief
We are currently growing at a rapid pace with more and more people using Moneybox. To support this exciting growth, we’re looking for someone to join our Support team and to ensure that Moneybox continues to be known for taking pride in supporting and delighting both existing and potential customers. We want to go above and beyond wherever we can and ensure that using the service is a great experience.
Please note we are hiring for both permanent and FTC roles.
What you'll do
Interacting with current and potential customers through Intercom and phone to address any queries they have.
Interacting with the Operations and Compliance team to ensure a great customer experience.
Interacting with the Product team to continually improve the customer experience.
Look for ways to go ‘above and beyond’ to make customers happy.
Raising awareness of our mortgage advice service to help customers on their home-buying journey.
Who you are
A driven, ambitious individual who’s looking to build their career at an exciting very- fast-growing company.
Naturally personable, great communicator who has a passion for their work and the people they work with.
Excited about being part of a fast-growing company that’s trying to make a positive mark on the world.
Interested in savings and investments personally, with a desire to gain even more knowledge in both of these areas.
Knows how to have fun whilst maintaining a professional outlook.
Working days:
Five days per week which will include weekend days in a rotational system.
Shifts are a rotation of Core: 9am - 5:30pm, Late: 10am-6:30pm (off-peak), 11:30am - 8pm (peak) and Early: 8am - 4:30pm.
Additional overtime hours are also available. Please note that during your training period hours will be 9am - 5:30pm
Experience and skills
Excellent written and spoken English.
Ability to work well both individually and as part of a team.
Experience working to metrics in a contact center environment.
Good analytical and problem solving skills.A ‘high-output do-er’ with a desire to work in a fast-paced, fast-changing startup environment.
Able to confidently prioritise tasks, identify patterns and work independently.
Direct experience with Intercom.
Our commitment to customers
Here at Moneybox, we're here to help our customers turn their money into something greater. That could be helping them to save for what matters, invest for their future or buy their first home.
Whatever their reason for joining us, we guarantee a service that’s simple and reliable, that supports them in achieving their goals, and celebrates with them along the way.
That’s why our commitment to customers is a priority and our customer-facing teams are dedicated to supporting each and every one of them throughout their Moneybox journey.
We RAISE the bar with our service....
Relationship:
We put customers first. We provide swift resolutions and always try to keep conversations with the same person. We celebrate our customers' wins and aim to provide an excellent standard of service.
Advocacy:
We listen to our customer’s and advocate for them at each step of their journey. We have established systems to share customer feedback, and likewise, act on their behalf during testing of new features.
Integrity:
We work honestly, fairly and with our customer's best interests in mind. Where possible, we provide extra support to those that may need it, especially in cases of accessibility or vulnerability.
Simplicity:
We are clear and simple. No complicated jargon, just straightforward conversations to make sure you fully understand our products and services.
Expert App Knowledge:
We provide the information to help customers achieve their goals. We encourage team learning and development to ensure our customer-facing teams are experts in the app, and their fields
What's in it for you
Opportunity to join a fast-growing, award-winning and super ambitious company
Work with a friendly team of highly motivated individuals
Be in an environment where you are listened to and can actually have an impact
Thriving collaborative and inclusive company culture
Company pension scheme
Company bonus scheme
Home office furniture allowance
Personal Annual Learning and Development budget
Private Medical Insurance
Health Cash Plan – cashback on everyday healthcare like dental and opticians
Cycle to work scheme – spread the cost of a new bike and accessories
CycleSaver – save on bike-share subscriptions and have a more sustainable commute
Wellhub subscription to a variety of gyms and wellbeing apps
Enhanced parental pay & leave
25 days holiday + bank holidays with additional days added with length of service.
Remote or Hybrid working (2 days from our London office)
Our Commitment to DE&I:
At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential
Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
Please read before you apply!
Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.
By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.
If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.
If you would like to reach us then please email: talent@moneyboxapp.com
If you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com
","descriptionPlain":"About Moneybox\n\nAt Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.\n\n \n\nJob Brief\n\n \n\nWe are currently growing at a rapid pace with more and more people using Moneybox. To support this exciting growth, we’re looking for someone to join our Support team and to ensure that Moneybox continues to be known for taking pride in supporting and delighting both existing and potential customers. We want to go above and beyond wherever we can and ensure that using the service is a great experience.\n\nPlease note we are hiring for both permanent and FTC roles.\n\n \n \n\nWhat you'll do \n\n - \n\n - Interacting with current and potential customers through Intercom and phone to address any queries they have.\n\n - Interacting with the Operations and Compliance team to ensure a great customer experience.\n\n - Interacting with the Product team to continually improve the customer experience.\n\n - Look for ways to go ‘above and beyond’ to make customers happy.\n\n - Raising awareness of our mortgage advice service to help customers on their home-buying journey.\n\nWho you are\n\n - \n\n - A driven, ambitious individual who’s looking to build their career at an exciting very- fast-growing company.\n\n - Naturally personable, great communicator who has a passion for their work and the people they work with.\n\n - Excited about being part of a fast-growing company that’s trying to make a positive mark on the world.\n\n - Interested in savings and investments personally, with a desire to gain even more knowledge in both of these areas.\n\n - Knows how to have fun whilst maintaining a professional outlook.\n\nWorking days:\n\n - Five days per week which will include weekend days in a rotational system.\n\n - Shifts are a rotation of Core: 9am - 5:30pm, Late: 10am-6:30pm (off-peak), 11:30am - 8pm (peak) and Early: 8am - 4:30pm.\n\n - Additional overtime hours are also available. Please note that during your training period hours will be 9am - 5:30pm\n\nExperience and skills\n\n - \n\n - Excellent written and spoken English.\n\n - Ability to work well both individually and as part of a team.\n\n - Experience working to metrics in a contact center environment.\n\n - Good analytical and problem solving skills.A ‘high-output do-er’ with a desire to work in a fast-paced, fast-changing startup environment.\n\n - Able to confidently prioritise tasks, identify patterns and work independently.\n\n - Direct experience with Intercom.\n\nOur commitment to customers \n\n - \n\n - Here at Moneybox, we're here to help our customers turn their money into something greater. That could be helping them to save for what matters, invest for their future or buy their first home. \n\n - Whatever their reason for joining us, we guarantee a service that’s simple and reliable, that supports them in achieving their goals, and celebrates with them along the way.\n\n - That’s why our commitment to customers is a priority and our customer-facing teams are dedicated to supporting each and every one of them throughout their Moneybox journey.\n\n \n\nWe RAISE the bar with our service....\n\n \n\nRelationship:\n\n - We put customers first. We provide swift resolutions and always try to keep conversations with the same person. We celebrate our customers' wins and aim to provide an excellent standard of service.\n\n \n\nAdvocacy:\n\n - We listen to our customer’s and advocate for them at each step of their journey. We have established systems to share customer feedback, and likewise, act on their behalf during testing of new features.\n\n \n\nIntegrity:\n\n - We work honestly, fairly and with our customer's best interests in mind. Where possible, we provide extra support to those that may need it, especially in cases of accessibility or vulnerability.\n\n \n\nSimplicity:\n\n - We are clear and simple. No complicated jargon, just straightforward conversations to make sure you fully understand our products and services. \n\n \n\nExpert App Knowledge:\n\n - We provide the information to help customers achieve their goals. We encourage team learning and development to ensure our customer-facing teams are experts in the app, and their fields\n\nWhat's in it for you\n\n - \n\n - Opportunity to join a fast-growing, award-winning and super ambitious company\n\n - Work with a friendly team of highly motivated individuals\n\n - Be in an environment where you are listened to and can actually have an impact\n\n - Thriving collaborative and inclusive company culture\n\n - Company pension scheme\n\n - Company bonus scheme\n\n - Home office furniture allowance\n\n - Personal Annual Learning and Development budget\n\n - Private Medical Insurance\n\n - Health Cash Plan – cashback on everyday healthcare like dental and opticians\n\n - Cycle to work scheme – spread the cost of a new bike and accessories\n\n - CycleSaver – save on bike-share subscriptions and have a more sustainable commute\n\n - Wellhub subscription to a variety of gyms and wellbeing apps\n\n - Enhanced parental pay & leave\n\n - 25 days holiday + bank holidays with additional days added with length of service.\n\n - Remote or Hybrid working (2 days from our London office)\n\nOur Commitment to DE&I:\n\nAt Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential\n\n \n\nWorking Policy:\n\nWe have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.\n\n \n\nVisa Sponsorship:\n\nAt this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.\n\n \n\nPlease read before you apply!\n\nPlease note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.\n\n \n\nBy sending us your application you acknowledge and agree to Moneybox using your personal data as described below.\n\n \n\nWe collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We http://generally.we/ do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.\n\n \n\nIf you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.\n\n \n\nIf you would like to reach us then please email: talent@moneyboxapp.com\n\n \n\nIf you would rather we did not keep your details on file, you can contact us at: DPO@moneyboxapp.com"}],"apiVersion":"1"}