Financial Adviser at Close

London, England, United Kingdom

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FinTechIndustries

Requirements

Level 4 qualified (minimum) with a strong track record of advising clients
Deep knowledge of UK financial planning frameworks and FCA standards
Passion for giving great advice and making it accessible to more people
Tech-friendly and excited about hybrid models (human + AI support)
Collaborative, client-first, and motivated by impact over ego

Responsibilities

Deliver personal, compliant, and milestone-based financial advice to Clove clients
Build trusted, long-term relationships with ambitious professionals
Use Clove’s tools to work efficiently, leaving more time for clients
Contribute feedback to improve our planning frameworks and technology
Help shape the culture and standards of advice at Clove from day one

Skills

Key technologies and capabilities for this role

Financial PlanningFCA ComplianceClient AdvisingUK Financial FrameworksRelationship ManagementTech IntegrationCompliant AdviceMilestone-based Planning

Questions & Answers

Common questions about this position

Is this role remote or onsite?

The role is onsite.

What qualifications are required for this Financial Adviser position?

Candidates must be Level 4 qualified (minimum) with a strong track record of advising clients.

What key skills and traits are needed for this role?

The role requires deep knowledge of UK financial planning frameworks and FCA standards, passion for accessible advice, tech-friendliness with hybrid human-AI models, and a collaborative, client-first mindset.

What is the company culture like at Clove?

Clove offers a small, senior team environment where you'll shape the culture and standards from day one, with ownership, flexibility, real impact, trust, and a focus on a meaningful mission.

What is the salary or compensation for this position?

This information is not specified in the job description.

What does the application process involve?

The process involves real conversations with the founding team, practical exercises if useful, and clarity about expectations, without unnecessary hoops.

Close

CRM platform for startups and SMBs

About Close

Close provides a customer relationship management (CRM) platform tailored for startups and small to medium-sized businesses (SMBs). The platform enhances communication and minimizes manual data entry, allowing sales representatives to work more efficiently. Close's features include a user-friendly interface and automation tools that aim to double the productivity of sales teams. Unlike many competitors, Close operates on a subscription-based model and is a bootstrapped, profitable company with a fully remote team of around 90 employees. The company prioritizes autonomy and asynchronous communication, enabling team members to work from anywhere. Close's goal is to create a desirable work environment while maintaining transparency and investing in team growth, all while focusing on productivity and quality without micromanagement.

Toronto, CanadaHeadquarters

2013Year Founded

$243.2KTotal Funding

SEEDCompany Stage

Enterprise SoftwareIndustries

51-200Employees

Benefits

PTO

Family leave

Medical, dental, & vision coverage

401k with 6% match

Company goal-based bonus

Coworking stipend

Paid 4-week sabbatical

Flexible working hours

Risks

Emerging competitors like Celestia could threaten Close's market position.

Innovative platforms like Loft may raise CRM expectations in related industries.

Diversification trends in adjacent markets may pressure Close to expand offerings.

Differentiation

Close offers a user-friendly interface focused on sales productivity and automation.

The company operates with a 100% remote team, emphasizing asynchronous communication.

Close is bootstrapped and profitable, maintaining autonomy and transparency in operations.

Upsides

Increased CRM adoption due to remote work trends benefits Close's market position.

AI-driven automation tools align with Close's focus on reducing manual data entry.

The CRM market's projected growth offers significant opportunities for Close.

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