Part-time Digital Wealth Planner for Teachers

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...