At a Glance
- Tasks: Guide employees on personal finance topics and shape financial wellness strategies.
- Company: Join Addition Wealth, a leader in accessible financial expertise.
- Benefits: Flexible hours, work from anywhere, and access to cutting-edge technology.
- Other info: Be part of a revolutionary team dedicated to financial inclusivity.
- Why this job: Transform the financial industry and make a real impact on people's lives.
- Qualifications: Must have professional designations and at least 4 years of experience.
The predicted salary is between 42000 - 42000 £ per year.
At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness as an employee benefit.
Addition Wealth is expanding our global presence and searching for financial professionals (CFP, EFP, EFA, EIP and others) in the United Kingdom who are passionate about our mission, financial planning and providing a great customer experience. This will be for a part-time, contractor position. You would be one of Addition Wealth’s early financial professionals in the United Kingdom, helping guide and shape strategy for delivering best-in-class financial wellness.
What You Will Do
- Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, real estate, estate planning, retirement, budgeting, debt management, etc.)
- Contribute to content development, programming and product for the company
- Partner with Addition Wealth’s leadership team to create frameworks for expansion
Preferred Qualifications
- One or more active professional designations including CFP (Certified Financial Planner), European Financial Advisor (EQF 4, EQF 5, EQF 6), or comparable UK-specific designations
- At least 4 years of experience in financial planning, managed accounts, or investment advisory
- Outstanding verbal and written communication
Why work with Addition Wealth
- Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all
- Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you
- Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless
- Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture
- Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business. This is a part-time, contract position
About Addition Wealth
Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money.
We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to revolutionize the way individuals make financial decisions. Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.
Experienced Financial Professional (UK Only; Professional Designations Required) in Cardiff employer: Addition Wealth
At Addition Wealth, we pride ourselves on being an exceptional employer that champions financial wellness and inclusivity. Our flexible work culture allows you to tailor your hours and location, empowering you to focus on what you do best—providing personalised financial guidance. With access to cutting-edge technology and the opportunity to shape innovative financial products, you'll be part of a transformative mission that not only enhances your professional growth but also positively impacts the lives of employees across the UK.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Professional (UK Only; Professional Designations Required) in Cardiff
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Addition Wealth often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Addition Wealth.
We think you need these skills to ace Experienced Financial Professional (UK Only; Professional Designations Required) in Cardiff
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Addition Wealth and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Addition Wealth. A little light-heartedness can go a long way!
How to prepare for a job interview at Addition Wealth
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
