Freelance Financial Expert Job in UK

About MantraCare:

MantraCare is a global digital healthcare and wellbeing platform connecting clients with qualified professionals through convenient online consultations. We are expanding our freelance professional network to include experienced financial experts who can provide practical and client-focused financial guidance remotely.

This opportunity is suitable for financial professionals based in the UK with experience in personal finance, financial planning, banking, accounting, financial advisory, wealth management or related fields.

Role Overview:

We are looking for experienced Freelance Financial Experts in the UK to join our growing freelance network. As a Financial Expert, you will conduct online consultations and help clients better understand their financial goals, concerns and available options.

You will provide practical guidance across areas such as budgeting, savings, debt management, financial planning and financial wellbeing while working within your professional qualifications and applicable UK regulatory requirements.

The role offers flexible working arrangements and allows professionals to provide consultations alongside their existing professional commitments.

Key Responsibilities:

As a Freelance Financial Expert in the UK, you will:

• Conduct one-on-one financial consultations through online sessions.
• Understand clients’ financial goals, concerns, circumstances and requirements.
• Provide practical guidance on budgeting, savings and personal financial planning.
• Support clients with debt management and financial wellbeing.
• Help clients understand financial concepts, strategies and available options.
• Provide guidance within your professional qualifications, expertise and applicable regulatory scope.
• Maintain client confidentiality and professional standards.
• Maintain appropriate consultation records where required.
• Follow applicable UK laws, financial regulations and professional requirements.
• Conduct professional and confidential consultations in a remote environment.

Requirements:

To qualify for this Freelance Financial Expert Job in the UK, you should have:

• A relevant degree, certification or professional qualification in Finance, Financial Planning, Accounting, Economics or a related field.
• Professional experience in financial planning, financial advisory, banking, accounting, wealth management or a related area.
• A strong understanding of the UK financial environment.
• Familiarity with applicable UK financial regulations and professional standards.
• Appropriate licenses, registrations or authorizations where required for the services provided.
• Excellent communication and interpersonal skills.
• Strong client-handling and consultation skills.
• Comfort providing financial consultations remotely.
• Strong professional ethics and a commitment to client confidentiality.
• Good English communication skills.
• The ability to work independently as a freelance professional.
• Relevant professional certifications such as CFA (Chartered Financial Analyst), ACCA (Association of Chartered Certified Accountants) or CMA (Certified Management Accountant).

Why Work With MantraCare?

MantraCare provides qualified professionals with an opportunity to connect with clients through flexible online consultations.

• Remote freelance opportunity.
• Flexible working schedule.
• No fixed working hours.
• Conduct consultations according to your availability.
• Potential access to client referrals through MantraCare.
• Online consultations through the platform.
• Opportunity to work with clients from diverse backgrounds.
• Flexible freelance engagement alongside existing professional commitments.
• Work with an international digital platform.
• Per-session compensation.

Compensation

United Kingdom: USD $80 – $100 per session

Client volume is not guaranteed and may depend on client requirements, professional expertise, availability, language and location.