Financial Planner United Kingdom

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 Have the 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

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