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- Tasks: Guide employees on personal finance topics and contribute to content development.
- Company: Addition Wealth is revolutionising financial health, making expertise accessible for all.
- Benefits: Enjoy flexible hours, remote work options, and access to cutting-edge technology.
- Why this job: Be part of a mission-driven team transforming financial wellness for employees.
- Qualifications: Must have professional designations like CFP and at least 4 years of experience.
- Other info: This is a part-time contractor role with no required hours.
The predicted salary is between 36000 - 60000 £ 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) employer: Addition Wealth
Contact Detail:
Addition Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Financial Professional (UK Only; Professional Designations Required)
✨Tip Number 1
Network with other financial professionals in the UK who hold the required designations. Attend industry events or webinars to connect with potential colleagues and learn more about Addition Wealth's mission.
✨Tip Number 2
Familiarise yourself with the latest trends in financial wellness and employee benefits. This knowledge will help you demonstrate your passion for the role and how you can contribute to Addition Wealth's goals.
✨Tip Number 3
Prepare to discuss your experience in financial planning during interviews. Be ready to share specific examples of how you've helped clients navigate personal finance topics, as this aligns with the responsibilities of the role.
✨Tip Number 4
Research Addition Wealth's existing products and services. Understanding their offerings will allow you to provide valuable insights during discussions and show your commitment to helping shape their future strategies.
We think you need these skills to ace Experienced Financial Professional (UK Only; Professional Designations Required)
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to prominently display your professional designations such as CFP, EFP, or EFA in your CV and cover letter. These qualifications are essential for this role, so they should be easy to find.
Tailor Your Experience: When detailing your work history, focus on your experience in financial planning, managed accounts, or investment advisory. Use specific examples that demonstrate your expertise and how it aligns with Addition Wealth's mission.
Showcase Communication Skills: Since outstanding verbal and written communication is a key requirement, include examples of how you've effectively communicated complex financial concepts to clients or colleagues in your application.
Express Your Passion: In your cover letter, convey your enthusiasm for making financial expertise accessible and inclusive. Share why you are passionate about financial wellness and how you can contribute to Addition Wealth's goals.
How to prepare for a job interview at Addition Wealth
✨Showcase Your Professional Designations
Make sure to highlight your active professional designations like CFP or EFA during the interview. These qualifications are crucial for this role, so be prepared to discuss how they have shaped your approach to financial planning.
✨Demonstrate Your Communication Skills
Since the role involves conducting one-on-ones with employees, it's essential to showcase your outstanding verbal and written communication skills. Prepare examples of how you've effectively communicated complex financial topics in the past.
✨Align with the Company’s Mission
Research Addition Wealth's mission to make financial expertise accessible and inclusive. Be ready to discuss how your values align with theirs and how you can contribute to their goal of transforming the financial wellness industry.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities in financial planning. Think of specific situations where you've successfully guided clients through personal finance challenges and be ready to share those experiences.
