This part-time Digital Wealth Strategy Planner position offers an exciting opportunity for talented professionals to assist teachers with their financial planning and wealth management needs. As a key member of our growing team, you will play a vital role in empowering educators to achieve their long-term financial goals through innovative digital solutions.

What you'll be doing

 • Develop personalised digital wealth strategies for teachers, integrating their unique financial circumstances, risk profiles and investment objectives

 • Provide expert guidance on insurance, retirement planning, budgeting and other critical financial topics relevant to educators

 • Leverage cutting-edge financial technology to deliver seamless, user-friendly digital experiences for clients

 • Stay up-to-date with industry regulations, market trends and best practices to ensure clients receive the most relevant and valuable advice

 • Collaborate with the wider team to continually enhance our digital wealth management offerings and client service standards

What we're looking for

 • Strong knowledge of the financial services industry, with a particular focus on the unique needs of education professionals

 • Demonstrated expertise in leveraging digital tools and fintech solutions to deliver exceptional client experiences

 • Excellent communication and interpersonal skills, with the ability to translate complex financial concepts into simple, actionable advice

 • A commitment to ongoing professional development and a passion for helping clients achieve their financial goals

If you're ready to make a meaningful impact in the lives of educators, we encourage you to apply now.