Head of Outsourced Finance
Sumer
Financial Planner
LearnLux Financial Wellbeing
contract
Posted on:
Location Type: Remote
Location: Remote • 🇬🇧 United Kingdom
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Meet and engage with clients remotely over video, chat and email
- Advise on and adapt the LearnLux methodology to financial planning topics relevant in the United Kingdom
- Participate in regular team meetings
- Become an expert on client’s benefit plans
- Work with content team to create outlines
- Lead engagement campaigns for employer partners
Requirements
- CERTIFIED FINANCIAL PLANNER® or equivalent designation
- Fluent English - written and spoken
- Passion for educating individuals to take control and invest in their financial future
- Ability to perform several tasks concurrently, prioritize work
- Experience in multiple areas of personal Finance
Benefits
- LearnLux is the leading workplace financial wellbeing provider
- blends fiduciary digital planning
- access to one-on-one guidance from financial advising professionals
- award-winning program
- flexible work arrangements
- inclusive workplace
- outreach to candidates from various backgrounds
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningpersonal finance
Soft skills
communicationmultitaskingprioritizationeducational passion
Certifications
CERTIFIED FINANCIAL PLANNER®
