Head of Product - Advice

Commercial — build a material new revenue line

Define and move the metrics that matter. Set the success metrics for the service - conversion into advice, adviser capacity and utilisation, cost-to-serve, AUA, retention and customer financial outcomes - and relentlessly focus the cross-functional team of stakeholders on the few that genuinely move the needle.

Find product-market fit, then scale it. Test and iterate the proposition until it demonstrably works for customers and the business, then build the engine to scale it; expanding from launch through year one and beyond.

Make the build-vs-not-build calls. Decide what not to build as much as what to build, sequencing investment where it delivers the greatest impact and protecting the team from scope that doesn't.

Customer — design a novel and compelling advice experience

Own the end-to-end journey. Shape how customers enter, experience and act on advice, from the fact find, through their Aurora-generated plan and video consultation, to the actions they take afterwards. Turn a traditionally intimidating, jargon-heavy experience into something intuitive, transparent and genuinely helpful.

Close a real industry gap. High-quality financial advice has historically been inaccessible to most people. Design personalised journeys that make expert advice accessible and affordable, helping customers understand their options and confidently take the right next step.

Frame the problem before scaling the solution. Define the “why” and the customer job-to-be-done, set measurable success criteria, and make sure the team is solving the right problem before committing to delivery.

Hold a high bar for craft. Partner closely with Product Design and Research to ensure every touchpoint (incl. app, web, video, comms) is coherent, clear, fair and not misleading, and reflects the quality Moneybox customers expect.

Technical & operational — understand it, challenge it, shape it

Engage deeply in the build. Get genuinely into the detail of how the Aurora advice engine works: the fact find data, the decision flows, the House Rules that govern what Aurora can and cannot recommend, and how model outputs are reviewed. Understand the technology and decisioning well enough to challenge it constructively with a product mindset.

Design the operational model. Shape how the service actually runs: the workflow across Advisors, Paraplanners and support, the QA and manual-review process, SLAs, escalation paths, and the tooling (Advisor Management System, suitability reports, fact find) that makes it efficient and safe at scale.

Translate regulation into experience. Work hand-in-hand with Risk, Legal and Compliance so the service meets the highest standards of consumer protection and Consumer Duty, and turn those requirements into seamless experiences rather than friction. Contribute to the House Rules and to stress-testing the advice model.

Bridge the disciplines. Be the connective tissue between Product, Engineering, Decisioning/AI, the Advice team and Compliance, thus reducing reliance on individual specialists and giving everyone architectural and operational clarity.