Personal Finance Specialist
3 days ago
Empower women to create fabulous financial futures for themselves and their families with our innovative subscription-based service. As a Personal Finance Specialist, you'll be part of the UK's first female-focused financial planning and coaching brand.
About the RoleWe're looking for ambitious individuals who want to start or develop their financial planning career. With our state-of-the-art training academy, personal mentoring, and supervision program, you'll be well on your way to becoming a professionally qualified financial planner in just two years.
Key Responsibilities:- BUILD YOUR OWN CLIENT BANK WITH MARKETING AND PUBLIC RELATIONS ACTIVITY
- MANAGE SOCIAL MEDIA, REACH OUT TO GROUPS AND COMMUNITIES, BLOG/GUEST BLOG, RUN EVENTS IN PERSON AND ONLINE, DO BROADCASTS/PODCASTS AS HOST AND GUEST
- LEARN ON THE JOB HOW TO TAKE CLIENTS THROUGH OUR 5 MEETING FINANCIAL PLANNING PROCESS BY OBSERVING, THEN ASSISTING AND THEN RUNNING YOUR OWN MEETINGS
We're looking for individuals who are passionate about personal finance, have excellent communication skills, and enjoy building long-term relationships. You'll need to dedicate full-time hours to this role, with a blend of studying, working with clients, and marketing yourself.
What We OfferUnlimited earnings potential as you grow your own financial planning practice. Training and mentoring to Competent Adviser Status. Be one of Dynamic Dozen - the first 12 Money Mentors will be personally trained, mentored and supervised by our very own Sam Secomb, Founder, Chartered Financial Planner and Columnist for The Telegraph.
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