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

Posted 152 weeks ago

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

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