Key Facts

Remote From:

United Kingdom

Freelance

English

Hard Skills

Financial Management Good Documentation Practices User Feedback Client Services Employee Onboarding Platform Design And Development Customer Success Management Microsoft Dynamics CRM Software Sales Change Management Selling Techniques MediTouch Customer Engagement Project Management Organizational Structure Stakeholder Communications Presentation Training Commercialization

Other Skills

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Communication
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Adaptability
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Dealing With Ambiguity
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Resilience
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Persistence
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Detail Oriented
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Intellectual Curiosity
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Relationship Building

Job description

This is a remote position.

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows.

We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our team to meet that demand.

We’re looking for a Pre-Sales Consultant to join our growing Commercial team and help financial services firms successfully trial and adopt Aveni’s AI platform.

This is a client-facing, hands-on role that sits at the intersection of Sales, Product and Customer Success. You’ll work directly with prospects and customers during pilots and early implementations, helping them configure the platform, translate their advice processes into scalable AI workflows, and ensure they realise value quickly.

This role would suit someone with strong financial advice industry experience (such as a paraplanner) who enjoys working with technology and wants to play a key role in bringing AI solutions to market.

The Role

As a Pre-Sales Consultant, you will support the successful rollout of Aveni Assist and Aveni Detect during pilot engagements and early-stage implementations.

You’ll work closely with Account Executives and customers to configure the platform, support pilot users, and ensure the product aligns with each firm’s advice processes, documentation standards, and regulatory requirements.

This role requires strong domain knowledge in financial advice processes, suitability reports, and FCA-regulated environments, alongside excellent communication skills and an interest in emerging AI technology.

What You’ll Be Doing

Partner with the Sales team during pre-sales engagements, pilots and trials to support successful client onboarding.
Configure and customise Aveni’s platform to meet client-specific advice documentation and compliance requirements.
Build and refine AI-driven document templates aligned to firms’ suitability report structures and internal standards.
Support onboarding and training for Aveni Assist pilot users.
Work with clients to understand their quality assurance frameworks and advice review processes.
Define and configure QA questions, scoring criteria, evidence requirements and edge cases within the platform.
Gather and analyse pilot metrics, usage data and insights for internal reviews and client presentations.
Support the Sales leadership team with pilot reporting and outcomes.
Provide structured feedback to Product and Engineering teams based on real-world client usage.

Requirements

What We’re Looking For

Required Experience

Experience working in a client-facing role within SaaS or software environments.
Previous experience as a Paraplanner (or similar role) within a financial planning or wealth management firm.

Strong understanding of:

Suitability reports
Advice documentation and workflows
Adviser-client interactions
CRM systems used in financial advice
FCA-regulated environments.

Desired Experience

Exposure to a startup or scale-up environment.
Experience working with AI tools or digital platforms.
Experience supporting client onboarding, implementation or change management.
Experience supporting product pilots, trials or early-stage rollouts.

Skills & Attributes

We’re looking for someone who combines industry expertise with strong client engagement skills.

You’ll ideally bring:

The ability to quickly adapt to different firms’ processes and requirements.
Exceptional organisation and the ability to manage multiple pilots and clients simultaneously.
Confidence running client calls, demos and training sessions.
Strong attention to detail, particularly around documentation, data accuracy and regulatory nuance.
Commercial awareness and understanding of how customer success drives business growth.
Strong communication and presentation skills, both in-person and online.
Comfort working in fast-moving, ambiguous environments where processes are still evolving.
Familiarity with MEDDICC or value-based selling frameworks (desirable).

Personal Attributes

We value people who are:

Self-starters with an A-player mindset — proactive, curious and eager to learn.
Naturally skilled at building trust and relationships with a wide range of stakeholders.
Technologically curious, especially about AI and how it solves real business problems.
Resilient and persistent, able to navigate challenges and keep momentum.
A genuine interest in AI, machine learning, and the future of financial services is essential.

Benefits

Join Us in Making a Difference

At Aveni, we believe that diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work.

If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in.

Apply now to join us on our mission to transform the financial services industry through AI.

Benefits at Aveni

What you’ll love:

Remote-first working across the UK
Work abroad policy
Co-working spaces available
34 days holiday (including flexible bank holidays) and your birthday off
Company-wide off-sites
Optional Personal Development Plan
Flexible benefits platform
Protection essentials including Life Insurance, Income Protection, Critical Illness cover, and Pension (up to 5% matched employer contribution with optional increased contributions)
Private health and dental care
Potential share options
Enhanced family leave