Financial Planner, United Arab Emirates

About the role

LearnLux represents the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™ professionals. You will own the execution of member journeys remotely, ensuring each interaction upholds the highest standards of fiduciary care and member trust. This role requires you to navigate complex financial scenarios with confidence while maintaining a member-first mindset in every engagement. You will directly contribute to reducing financial stress for employees across your region through empathetic and expert guidance. The position demands ownership of your schedule and deliverables as you work fully remote with a globally distributed team. You will act as a critical extension of HR and benefits teams, translating complex plan information into clear, actionable advice. This role offers the opportunity to build a rewarding career in a fast-growing, venture-backed environment focused on scale and impact. If you thrive in an environment where you solve new problems daily and take full accountability for outcomes, this is the role for you.

Key facts

What you'll do

• Conduct remote consultations via video, chat, and email to deliver unbiased guidance on budgeting, retirement readiness, and equity compensation.
• Adapt the LearnLux Global Planning methodology specifically for members located within the MENA region to ensure relevance and clarity.
• Assume ownership of team meetings by actively contributing your subject matter expertise to refine the guidance delivered to members.
• Serve as a trusted extension of HR teams by developing a deep understanding of member benefit plans during open enrollment periods.
• Collaborate with the content team to create outlines, review financial lessons, and approve materials for the LearnLux digital platform.
• Lead engagement initiatives for employer partners through digital webinars and the coordination of occasional on-site events.
• Manage multiple concurrent member interactions while prioritizing tasks effectively to meet deadlines and maintain quality.
• Build a comprehensive understanding of member needs to provide holistic financial planning across diverse personal finance topics.
• Represent LearnLux professionally in all remote interactions to uphold the brand promise of fiduciary excellence and integrity.
• Identify opportunities to improve member experiences and propose solutions to enhance the digital guidance journey.

Requirements

• Hold a designation, certification, or diploma in personal financial planning or a relevant field as a core requirement of eligibility.
• Possess a minimum of three years of hands-on experience providing one-on-one financial guidance across multiple areas including retirement, equity compensation, budgeting, debt management, estate planning, and insurance.
• Demonstrate fluency in both Arabic and English, encompassing written and spoken communication, as a mandatory job requirement.
• Exhibit a genuine passion for financial education and a proven commitment to empowering individuals to make informed financial decisions.
• Showcase the ability to manage multiple tasks concurrently, prioritize effectively, and collaborate seamlessly with a distributed team environment.
• Maintain eligibility to work within the United Arab Emirates and the broader Middle East and North Africa (MENA) Region without reliance on company-sponsored visa sponsorship.
• Operate with a high degree of self-motivation and ownership, thriving in a remote work setting without direct supervision.
• Adhere to strict confidentiality and data security protocols when handling sensitive member financial information.
• Align with the LearnLux operating cadence, which involves quick decision-making and a high bar for quality in all deliverables.
• Commit to an inclusive mindset by supporting workplace diversity and engaging with colleagues and members from varied backgrounds.

Nice to have

• Apply advanced knowledge of regional financial systems and regulations specific to the MENA region to enhance member guidance.
• Leverage previous experience working within a remote or distributed team environment to accelerate onboarding and productivity.
• Demonstrate comfort and proficiency when working across multiple digital applications and platforms simultaneously.
• Utilize experience in developing and delivering presentations to large audiences to support employer engagement initiatives.

Practical notes

This role operates fully remote; travel is not required as part of the standard engagement. Candidates must be eligible to work in the United Arab Emirates and the MENA region without company assistance for visa or sponsorship processes. The position reports directly to the Global Planning Manager within the organizational structure.