Financial Planner

October 17

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LearnLux Financial Wellbeing

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Finance • HR Tech • Education

LearnLux Financial Wellbeing is a company that provides a comprehensive financial wellbeing platform designed for the workforce. It offers personalized financial planning services powered by Certified Financial Planner® professionals, aimed at helping employees create and manage their financial plans. The platform emphasizes unbiased, fiduciary guidance, providing tools for financial education, retirement planning, debt management, and more, all tailored to individual employee needs. LearnLux aims to help employees across various industries and income levels achieve financial security through customized benefits portals, interactive digital content, and one-on-one planning sessions. It is committed to enhancing employee financial wellness at every stage of life in a holistic and accessible manner.

51 - 200 employees

💸 Finance

👥 HR Tech

📚 Education

📋 Description

• 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