Closed listing
Financial Adviser
- Open Hall, NL, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Archived listing. The details below describe a past opening.
About Quartz
Quartz is reimagining wealth management through personalised intelligence. It's the first wealth platform that truly learns from you, understands your goals, and helps you make confident, informed decisions all in one secure platform. Get the experience of a personal banker that works with you 24/7, at a fraction of the cost.
About The Role
We're looking for our first Financial Adviser to help shape how Charlie, our AI advisor, thinks and acts and, ultimately, how financial advice is produced at scale.
This is a hybrid role: you'll split your time between training Charlie (defining what good advice looks like, stress-testing its reasoning, codifying edge cases) and speaking directly to customers. The insight from one feeds the other.
You'll also be instrumental in liaising with the FCA, so you'll need the regulatory fluency to help us build in the right direction from day one.
This is not a people management role. It's for someone who excels at first principle thinking, is comfortable pulling apart the established playbooks of private banking, and wants to rebuild them for a software-first world. If you're looking to do meaningful work and you're not driven by a nine to five mentality, you might be just who we're looking for.
What you'll be doing
Quartz is reimagining wealth management through personalised intelligence. It's the first wealth platform that truly learns from you, understands your goals, and helps you make confident, informed decisions all in one secure platform. Get the experience of a personal banker that works with you 24/7, at a fraction of the cost.
About The Role
We're looking for our first Financial Adviser to help shape how Charlie, our AI advisor, thinks and acts and, ultimately, how financial advice is produced at scale.
This is a hybrid role: you'll split your time between training Charlie (defining what good advice looks like, stress-testing its reasoning, codifying edge cases) and speaking directly to customers. The insight from one feeds the other.
You'll also be instrumental in liaising with the FCA, so you'll need the regulatory fluency to help us build in the right direction from day one.
This is not a people management role. It's for someone who excels at first principle thinking, is comfortable pulling apart the established playbooks of private banking, and wants to rebuild them for a software-first world. If you're looking to do meaningful work and you're not driven by a nine to five mentality, you might be just who we're looking for.
What you'll be doing
- Training Charlie: defining advice frameworks, reviewing model outputs, curating examples, and codifying judgement calls into something the model can learn from
- Speaking to customers directly: running advisory conversations that inform both the product and Charlie's development
- Working alongside product, engineering and ML to translate financial advisory logic into product features
- Shaping our regulatory posture ahead of targeted support / MiFID permissions with the FCA
- Contributing to internal guidelines, playbooks, and the advice quality bar
- RQF Level 4 in Financial Planning minimum, AQL listed, and a strong track record of advising clients
- 3+ years at a top-tier financial adviser and/or private bank (Coutts, Rothschild, Rathbones, Evelyn, Quilter or equivalent)
- Strong grasp of UK regulatory frameworks around advice (FCA handbook, suitability, MiFID II)
- Evidence of being tech-savvy: comfortable with software tools, data, and ideally prompting / working with LLMs
- Self-starter mentality - you can define the problem, not just solve it
- Ability to think from first principles rather than defaulting to how things were done at your previous firm
- Fluency in English
- Experience in a start-up or scale-up (at least have started something as a side project!)
- CFA or equivalent qualification
- Previous experience training or evaluating AI models
- Exposure to fintech, robo-advice, or digital wealth platforms
More about this job
Responsibilities
Train and evaluate the AI adviser by defining advice frameworks, reviewing outputs, curating examples, and codifying judgement, while also advising customers directly. Collaborate with product, engineering, and machine-learning teams, liaise with the FCA, and help establish regulatory guidance and advice-quality standards.
Requirements
Requires at least RQF Level 4 in Financial Planning, an AQL listing, a strong client-advising record, and at least three years of experience at a top-tier financial adviser or private bank. Candidates should understand UK advice regulation, be comfortable with technology and ideally LLMs, think from first principles, and be fluent in English.
Skills
- Financial Advice
- Financial Planning
- Client Advisory
- UK Financial Regulation
- FCA Handbook
- Suitability Assessment
- MiFID II
- AI Model Training
- AI Model Evaluation
- Large Language Models
- First-Principles Thinking
- Product Collaboration
- Regulatory Liaison
- Communication
- Self-Starter
Visa sponsorship
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Categories
- Finance & Accounting
- Technology
- Legal
- Customer Service & Support
Keywords
- Financial Advice
- Financial Planning
- RQF Level 4
- AQL
- FCA
- FCA Handbook
- MiFID II
- Suitability
- Targeted Support
- Private Banking
- Wealth Management
- AI Adviser
- Large Language Models
- AI Model Training
- AI Model Evaluation
- Advice Frameworks
- Regulatory Compliance
- Fintech
- Robo-Advice
- Digital Wealth Platforms
- Product Development
- Machine Learning
- Customer Advisory
- First-Principles Thinking
- CFA