Financial Planning Advisor | Remove
Posted Today by Crossing Hurdles
Negotiable
Undetermined
Remote
United Kingdom
Summary: The Personal Finance Advisor / Certified Financial Planner role is a part-time position focused on providing financial planning advice to clients, particularly in areas such as budgeting, retirement planning, and debt management. The advisor will evaluate AI-generated financial advice and deliver actionable insights while ensuring compliance with fiduciary standards. Strong communication skills and several years of client-facing experience are essential for success in this role.
Key Responsibilities:
- Review realistic financial planning scenarios covering budgeting, emergency funds, debt payoff, retirement planning, and related client discussions.
- Evaluate AI-generated financial advice for suitability, clarity, and practicality for mainstream and mass-affluent households.
- Describe advisory conversation frameworks, including question strategies, goal prioritization, and trade-off discussions.
- Provide actionable financial planning rules of thumb such as savings benchmarks, emergency fund targets, and debt repayment strategies.
- Deliver clear written feedback to improve AI explanations, recommendations, and client communication style.
- Identify compliance considerations and advise when issues should be escalated to specialists such as CPAs, attorneys, or insurance professionals.
Key Skills:
- Several years of client-facing experience as a Financial Planner, Personal Financial Advisor, or similar advisory role.
- Strong expertise in financial planning areas including budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management.
- CFP® certification preferred, or CFP exam passed with relevant professional experience (ChFC or comparable credentials also considered).
- Excellent written and verbal communication skills with the ability to explain financial trade-offs clearly to non-experts.
- Strong professional integrity with commitment to fiduciary and compliance standards.
- Experience following structured financial planning processes and delivering practical financial guidance.
Salary (Rate): £110.00/hour
City: undetermined
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Position: Personal Finance Advisor / Certified Financial Planner
Type: Part-time
Compensation: $80 – $110/hour
Location: Remote
Commitment: 10-40 hrs/week
Role Responsibilities
- Review realistic financial planning scenarios covering budgeting, emergency funds, debt payoff, retirement planning, and related client discussions.
- Evaluate AI-generated financial advice for suitability, clarity, and practicality for mainstream and mass-affluent households.
- Describe advisory conversation frameworks, including question strategies, goal prioritization, and trade-off discussions (e.g., mortgage payments vs. retirement contributions).
- Provide actionable financial planning rules of thumb such as savings benchmarks, emergency fund targets, and debt repayment strategies.
- Deliver clear written feedback to improve AI explanations, recommendations, and client communication style.
- Identify compliance considerations and advise when issues should be escalated to specialists such as CPAs, attorneys, or insurance professionals.
Requirements
- Several years of client-facing experience as a Financial Planner, Personal Financial Advisor, or similar advisory role.
- Strong expertise in financial planning areas including budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management.
- CFP® certification preferred, or CFP exam passed with relevant professional experience (ChFC or comparable credentials also considered).
- Excellent written and verbal communication skills with the ability to explain financial trade-offs clearly to non-experts.
- Strong professional integrity with commitment to fiduciary and compliance standards.
- Experience following structured financial planning processes and delivering practical financial guidance.
Application Process
- Upload resume
- Interview
- Submit form