UK Licensed Financial Planner

A company is looking for a Financial Planner located in the United Kingdom.

Key Responsibilities

Meet and engage with clients remotely to provide guidance on financial topics

Advise on and adapt financial planning methodologies relevant to the United Kingdom

Participate in team meetings to enhance the digital experience and lead engagement campaigns for employer partners

Required Qualifications, Training, and Education

CERTIFIED FINANCIAL PLANNER or equivalent designation, certification, degree, or work experience

Fluent in English, both written and spoken

Passion for educating individuals on financial management

Ability to manage multiple tasks and prioritize work effectively

Experience in various areas of personal finance such as retirement, budgeting, and investments