Financial Planner United Kingdom

LearnLux • International Falls, MN

78d

About The Position

LearnLux is looking for a CFP® professional located in the United Kingdom to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in the United Kingdom to provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals. This role is 100% remote within Austria and reports to our Global Director of Financial Planning.

Requirements

• CERTIFIED FINANCIAL PLANNER® or equivalent designation, certification, degree or work experience
• Fluent English - written and spoken
• Passion for educating individuals to take control and invest in their financial future
• Ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
• Experience in multiple areas of personal Finance: retirement, equity compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more

Nice To Haves

• Startup and/or Fintech experience
• Experience creating presentations and presenting to large audiences

Responsibilities

• Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
• Advise on and adapt the LearnLux methodology to financial planning topics relevant in the United Kingdom
• Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
• Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
• Work with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
• Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events

What This Job Offers

• Education Level: No Education Listed