UK Licensed Financial PlannerVirtualVocations • Akron, Ohio, United States
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UK Licensed Financial Planner
VirtualVocations • Akron, Ohio, United States
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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
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Financial Planner • Akron, Ohio, United States
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