UK Licensed Financial Professional

Job Summary

To support a growing financial wellness initiative, a part-time contractor UK Licensed Financial Professional will conduct one-on-one sessions with employees, educate them on personal finance topics, and collaborate with leadership to shape expansion strategies remotely.

Key responsibilities

• Conduct one-on-one educational sessions on various personal finance topics for employees at partner companies
• Contribute to content development and programming for financial wellness products
• Collaborate with leadership to create frameworks for the company's expansion in the UK market

Required qualifications

• One or more active professional designations such as CFP, EFP, EFA, or comparable UK-specific qualifications
• At least 4 years of experience in financial planning, managed accounts, or investment advisory
• Strong background in financial education and customer experience