As a Financial Planning Advisor at Aspire Project, you will shape the financial intelligence layer of a platform serving hundreds of thousands of young people. You will define the boundaries between education and regulated advice, ensuring the AI operates within robust rulesets while providing genuine, actionable financial insights to users.
Financial Planning Advisor at Aspire Project
Aspire Project is looking for a UK-regulated Financial Planning Advisor to help build the financial intelligence layer of an AI-enabled wealth platform for young people. This isn't a compliance box-ticking exercise; you'll have direct influence over a product used by hundreds of thousands, defining how AI provides financial insights without crossing into individual advice. As a part-time role with an equity stake, this is a unique opportunity to join a venture-backed founding team and drive genuine financial inclusion. If you're a practicing wealth manager passionate about changing financial outcomes, this is your chance to shape the future of fintech.
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Location
London, United Kingdom
Compensation
Not Disclosed + Equity
Company
Aspire Project
Role overview
Aspire makes your goals real - by building the AI-enabled platform combining wealth optimisation, financial planning, and career coaching into one interlinked system. Young people today have more vivid images of the life they want than any generation before them - they know they want to own a home, feel financially free, build a career they are proud of - what they have never had is the map from here to there. Unlike every competitor that starts with what you spent, Aspire starts with where you are going, connecting prospective financial and career planning with open banking-powered spending intelligence to walk you every step of the way. Backed by an advisory board spanning a Barclays MD, a YC alumna, and a Forbes 30 Under 30 founder, endorsed by the former Group CEO of HSBC, and featured in national publications including The Times, Aspire has shown 96% voluntary retention from its alpha cohort, with users returning daily.
What you will do
- Define the rulesets and boundaries between financial education and regulated advice for AI-driven consumer products.
- Strengthen the mathematical assumptions and logic behind the platform’s financial modeling and simulation tools.
- Advise founders on evolving FCA considerations and provide financial credibility for investor-facing materials and partnerships.
Who this is a fit for
- A qualified UK-regulated financial planner or wealth manager who is currently or was recently practicing.
- Possesses a genuine passion for financial inclusion and improving financial literacy and outcomes for young people.
- Thrives in fast-moving, early-stage environments and is comfortable with the ambiguity of building a new product category.
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Why this role is remarkable
- Influence a product that directly impacts the financial futures of hundreds of thousands of young people across the UK.
- Join as a core member of the founding team with an equity stake, rather than a traditional compliance-focused advisor.
- Play a pivotal role in a venture-backed AI startup that is redefining financial inclusion through cutting-edge technology.
How Jack & Jill work together
I get to know what you’re great at, then find roles you’d never find yourself.Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.
I recruit from Jack’s network and make the intro when I spot a great match.And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.
Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.
Meet Jack
What happens next?
Jack’s an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack’s network.
If your profile’s a match and Aspire Project wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.