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Experienced Financial Professional (UK Only; Professional Designations Required) - Remote

Posted 158 weeks ago
Finance / Legal
Contract
United Kingdom

Overview

Addition Wealth is on a mission to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We are expanding our global presence and searching for financial professionals in the United Kingdom.

In Short

  • Part-time contractor position
  • Focus on financial wellness as an employee benefit
  • Work with leading companies
  • Help guide and shape strategy
  • Be one of the early financial professionals in the UK
  • Passionate about financial planning
  • Provide a great customer experience
  • Collaborate with a global team
  • Empower employees with financial expertise
  • Contribute to a mission-driven organization

Requirements

  • Relevant financial certifications (CFP, EFP, EFA, EIP)
  • Experience in financial planning
  • Strong communication skills
  • Ability to work independently
  • Passion for customer service
  • Understanding of financial wellness
  • Ability to shape strategy
  • Experience in a contractor role
  • Commitment to the mission of Addition Wealth
  • Willingness to collaborate with a global team

Benefits

  • Opportunity to shape financial wellness strategies
  • Work with a mission-driven organization
  • Flexible working hours
  • Collaborative team environment
  • Access to professional development resources
  • Be part of a growing company
  • Make a positive impact on employees' financial lives
  • Networking opportunities with industry professionals
  • Potential for future full-time opportunities
  • Competitive compensation for contractor work
Addition logo

Addition

Addition Wealth is a pioneering company dedicated to transforming financial health by making personalized financial expertise inclusive and accessible to all. Partnering with leading companies, Addition Wealth provides employees with robust digital tools, an extensive knowledge center, and access to top financial professionals, enabling them to better understand their finances and navigate personal finance decisions. The company is driven by a mission to promote financial literacy and revolutionize the way individuals make financial decisions, ultimately helping employees reduce stress and enhance productivity. Backed by a team of fintech venture capitalists and angel investors with a track record of building successful companies, Addition Wealth is not your typical financial wellness benefits platform.

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