At a Glance
- Tasks: Educate employees on personal finance topics and contribute to innovative financial products.
- Company: Join Addition Wealth, a leader in accessible financial wellness.
- Benefits: Flexible hours, work from anywhere, and focus solely on financial planning.
- Other info: Be part of a dynamic team shaping the future of financial wellness.
- Why this job: Transform the financial industry and make a real impact on people's financial health.
- Qualifications: Must have professional designations and at least 4 years of experience in financial planning.
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) in London 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 London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and engage with potential employers. Share insights, comment on relevant posts, and connect with people at Addition Wealth to get noticed.
✨Tip Number 3
Prepare for those interviews! Research Addition Wealth and understand their mission. Be ready to discuss how your experience aligns with their goals and how you can contribute to their vision of financial wellness.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Addition Wealth team.
We think you need these skills to ace Experienced Financial Professional (UK Only; Professional Designations Required) in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Experienced Financial Professional role. Highlight your relevant experience and professional designations, showing us why you're the perfect fit for Addition Wealth.
Showcase Your Passion:We love candidates who are passionate about financial wellness! In your application, share why you believe in making financial expertise accessible and how you can contribute to our mission.
Be Clear and Concise:When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon unless it's necessary. We want to see your communication skills shine through!
Apply Through Our Website:Don’t forget to apply directly through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Addition Wealth.
How to prepare for a job interview at Addition Wealth
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around personal finance topics like stock options and retirement planning. Being well-versed in these areas will not only boost your confidence but also show the interviewers that you're ready to provide valuable insights.
✨Showcase Your Experience
With at least 4 years of experience required, be prepared to discuss specific examples from your past roles. Highlight how you've successfully guided clients through financial decisions or contributed to content development. This will demonstrate your expertise and fit for the role.
✨Communicate Clearly
Outstanding verbal and written communication is key in this role. Practice explaining complex financial concepts in simple terms. You might even want to prepare a few scenarios where you had to break down difficult topics for clients, showcasing your ability to educate effectively.
✨Align with Their Mission
Addition Wealth is all about making financial expertise accessible. During the interview, express your passion for financial wellness and how you can contribute to their mission. Share ideas on how you could help shape strategies for delivering best-in-class financial wellness.
