Part-Time UK Financial Planner — Remote & Impactful

Addition; Remote; GBP 30,000 - 60,000; Part time

Job summary

An innovative firm is seeking passionate financial professionals to join their mission of making personalized financial expertise accessible. This part-time contractor role involves guiding employees through personal finance education, contributing to product development, and collaborating with leadership to shape strategies for expansion. Enjoy the flexibility of working from anywhere while focusing on what you do best—financial planning. Join a team dedicated to transforming the financial wellness industry and making a real impact on people's financial health.

Benefits

Flexible Hours

Work from Anywhere

Access to Proprietary Technology

No Marketing or Sales Calls

Qualifications

• 4+ years of experience in financial planning or investment advisory.
• Active professional designations like CFP or comparable UK designations.

Responsibilities

• Conduct one-on-ones with employees to educate on personal finance topics.
• Contribute to content development and product programming.

Skills

Financial Planning

Communication Skills

Customer Experience

Education

CFP (Certified Financial Planner)

European Financial Advisor (EQF 4, 5, 6)

Tools

Digital Financial Tools

Job description

An innovative firm is seeking passionate financial professionals to join their mission of making personalized financial expertise accessible. This part-time contractor role involves guiding employees through personal finance education, contributing to product development, and collaborating with leadership to shape strategies for expansion. Enjoy the flexibility of working from anywhere while focusing on what you do best—financial planning. Join a team dedicated to transforming the financial wellness industry and making a real impact on people's financial health.