EMEA | Origin Network Planner

• →Create financial plans: Publish customized financial recommendations specific to the members’ goals
• →Build relationships with members: Build and maintain strong member relationships through meetings, answering messages, providing exceptional service, and addressing their financial concerns
• →Product Knowledge and Training: Have a deep understanding of Origin’s offering and tools, while staying up to date on our training
• →Compliance and Regulatory Compliance: Ensure compliance with industry regulations and standards, including member privacy and data security

• Minimum of 5 years of experience as a CFP®
• Ability to have a holistic approach to financial advice
• Excellent communication skills
• Create strong relationships and conversations through a remote, online environment

Fulfilling our mission is only possible with a diverse team that breathes for excellence and is hugely committed to making money simple for everyone, everywhere.