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For Companies At a Glance
- Tasks: Engage with clients remotely to provide financial guidance on budgeting, retirement, and more.
- Company: Join LearnLux, a leading provider of workplace financial wellbeing, backed by notable investors.
- Benefits: Enjoy a fully remote role with flexible working hours and the chance to impact financial wellbeing.
- Why this job: Be part of a mission-driven team that empowers individuals to take control of their financial futures.
- Qualifications: Must be a Certified Financial Planner or equivalent with a passion for personal finance education.
- Other info: We value diversity and encourage applications from all backgrounds, especially under-represented communities.
The predicted salary is between 28800 - 48000 £ per year.
United Kingdom
LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from financial advising professionals. LearnLux\’s award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.
We’re a remote-first company, backed by prominent operators such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.
About the Role
LearnLux is looking for a Certified Financial Planner or equivalent located in United Kingdomto join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based inUnited Kingdomto provide them with unbiased, holistic financial guidance. Your extensive financial experience and client-first approach will help employees prepare for and accomplish their personal and financial goals.This role is 100% remote within United Kingdom and reports to our Global Director of Financial Planning.
Key Responsibilities
- Meet and engage with clients remotely over video, chat and email to give guidance on topics like budgeting, retirement readiness, equity compensation, and more
- Advise on and adapt the LearnLux methodology to financial planning topics relevant in United Kingdom
- Participate in regular team meetings to bring your subject matter expertise to improve the LearnLux digital experience
- Become an expert on our client’s benefit plans so you can act as an extension of their team during open enrollment
- Work with with our content team to create outlines, review lessons and approve content created for the LearnLux digital platform
- Lead engagement campaigns for our employer partners like digital webinars and occasional on-site events
You Should Have
- Certified Financial Planner or equivilent
- Fluent English – written and spoken
- Passion for educating individuals to take control and invest in their financial future
- Have the ability to perform several tasks concurrently, to prioritize work, and to take direction from multiple team members
- Experience in multiple areas of personal Finance: Retirement, Equity Compensation, investments, budgeting, debt management, cash flow planning, digital currencies, estate planning, insurance and more
Nice to haves
- Startup and/or Fintech experience
- Experience creating presentations and presenting to large audiences
Closing
LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives.
LearnLux is committed to an inclusive workplace. We welcome applications from all individuals and do not discriminate in any employment decision on the basis of any characteristic protected by applicable local law. We particularly encourage candidates from historically under-represented or marginalized communities to apply.
We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team! Please email additional info to work@learnlux.com.
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Certified Financial Planner: United Kingdom United Kingdom employer: LearnLux
Contact Detail:
LearnLux Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Certified Financial Planner: United Kingdom United Kingdom
✨Tip Number 1
Familiarise yourself with the LearnLux digital platform and its unique financial planning methodology. Understanding how they blend fiduciary digital planning with personal guidance will help you demonstrate your alignment with their approach during interviews.
✨Tip Number 2
Network with current or former employees of LearnLux on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations, which you can leverage in your discussions.
✨Tip Number 3
Prepare to discuss specific financial topics relevant to the UK market, such as retirement plans and equity compensation. Being well-versed in these areas will showcase your expertise and readiness to advise clients effectively.
✨Tip Number 4
Consider creating a mock presentation on a financial topic that interests you, as this role involves leading engagement campaigns and webinars. This will not only sharpen your presentation skills but also demonstrate your proactive approach to the hiring team.
We think you need these skills to ace Certified Financial Planner: United Kingdom United Kingdom
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Certified Financial Planner. Focus on relevant skills such as budgeting, retirement planning, and equity compensation, and ensure it aligns with the job description provided by LearnLux.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial education and your client-first approach. Mention specific experiences that demonstrate your ability to help clients achieve their financial goals, and express your enthusiasm for joining a remote-first company like LearnLux.
Highlight Relevant Experience: In your application, emphasise any experience you have in personal finance areas mentioned in the job description, such as debt management, cash flow planning, and digital currencies. This will show that you are well-equipped to provide the guidance LearnLux seeks.
Showcase Communication Skills: Since the role involves engaging with clients remotely, highlight your communication skills in both written and spoken English. Provide examples of how you've successfully communicated complex financial concepts to clients in the past.
How to prepare for a job interview at LearnLux
✨Know Your Financial Planning Fundamentals
Brush up on key financial planning concepts, especially those relevant to the UK market. Be prepared to discuss topics like budgeting, retirement readiness, and equity compensation, as these will likely come up during your interview.
✨Demonstrate Your Client-First Approach
Prepare examples that showcase your ability to put clients first. Discuss how you've helped clients achieve their financial goals in the past, highlighting your communication skills and empathy.
✨Familiarise Yourself with LearnLux's Methodology
Research LearnLux's approach to financial planning and be ready to discuss how you can adapt their methodology to meet the needs of clients in the UK. This shows your initiative and genuine interest in the company.
✨Engage with Their Digital Experience
Since this role involves working with a digital platform, be prepared to discuss your experience with technology in financial planning. Highlight any previous work with digital tools or platforms that enhance client engagement.
