About Lifecheq

Lifecheq is a South African fintech business specialising in personal finance and financial advisory technology. Our unique holistic approach to financial advice, combined with our market-leading advice platform, has redefined how financial advice is delivered in South Africa. We operate one of the fastest-growing and largest financial advice platforms, serving consumers, financial advisers, and large financial institutions.

Our mission is to democratise access to high-quality, personalised, and holistic financial advice - making comprehensive financial planning accessible to everyone, not just the wealthy.

About the Questionnaire Tool

You'll be working primarily on our proprietary Questionnaire Tool - the technological heart of what makes Lifecheq unique. This in-house system enables our engineers to build financial questionnaires using a low-code platform that serves multiple critical functions:

• Conversation facilitation: Guides advisers through structured client conversations

• Data collection engine: Systematically gathers comprehensive client information

• Real-time recommendation system: Makes intelligent product and advice recommendations on the fly

• Integration hub: Connects seamlessly with various financial systems and databases

This tool enables our advisers to deliver truly holistic financial advice efficiently and consistently. The user experience of these questionnaires directly impacts the quality of advice our clients receive and the effectiveness of our advisers.

About this role

We're seeking a specialist UX Consultant to serve as the custodian of our Questionnaire Tool's UX and content. This is a unique opportunity to optimise sophisticated conversation facilitation and data-gathering experiences that help financial advisers deliver comprehensive client advice.

This isn't a traditional product design role - you'll be optimising structured information-gathering workflows within our Questionnaire Tool that acts as both conversation facilitator and recommendation engine.

What you'll do

Field research & user understanding

• Conduct adviser shadowing sessions to understand real-world questionnaire usage

• Perform user interviews and usability testing to identify optimisation opportunities

• Research adviser behaviour patterns and pain points in questionnaire workflows

Questionnaire flow design & optimisation

• Design upfront flows for complex questionnaires

• Conduct post-build UX reviews and provide optimisation recommendations

• Redesign key pages to improve adviser experience and advice quality

• Occasionally design custom components and design elements for specialised questionnaire needs

Content strategy & UX writing

• Improve questionnaire copy using AI-assisted writing tools (primarily Claude)

• Edit content directly in our Questionnaire Tool or provide clear update recommendations

• Optimise language for cognitive load management and decision clarity

Maintenance & overflow work

• Assist the design team with occasional UX design overflow work

Who you are

We're seeking someone who comes from one of these backgrounds:

• Learning Experience Designer (LxD) who's keen to specialise in financial/insurance advice

• Financial adviser or insurance professional interested in pivoting to UX Design

• UX Writer with some design skills or appetite to develop them

• Product Designer who has UX Writing experience, wants to specialise in financial/insurance advice and learn the intricacies of financial products

• UX Researcher who wants to learn UX Design and the intricacies of financial products

All backgrounds are equally welcome - what matters most is genuine interest in financial advisory processes and willingness to become a domain expert.

Essential skills:

• Ability to make complex structured information-gathering processes, simple and intuitive

• Strong UX writing abilities

• Comfort with AI-assisted design and writing tools

• User research skills (interviews, usability testing, field observation)

• Willingness to learn our proprietary Questionnaire Tool (low-code platform)

• Ability to work within existing Design Systems and Questionnaire Tool's constraints

• If you don’t have UX/UI skills, the ability and appetite to learn

Personal qualities:

• Genuine interest in financial advice processes and adviser workflows

• Comfortable being "in the weeds" with complex financial/insurance content

• Collaborative approach with PMs, developers and other designers

• Flexibility for occasional local travel and field research

Work arrangement

• Part-time consulting arrangement (2-3 days per week initially)

• Remote-first with occasional travel for field research

• Flexible retainer structure that can evolve based on workload

Application requirements

• Your CV alongside a portfolio or examples relevant to your background (design work, writing samples, financial experience, etc.)

• You need to be located in South Africa, please.