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Senior Wealth Planner (Remote) — Contract

Remote / Online - Candidates ideally in
Birmingham, West Midlands, B1, England, UK
Listing for: Mercor
Contract, Remote/Work from Home position
Listed on 2026-08-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below

Mercor is seeking a Finance Expert - Wealth Advisor/Planner for remote contract work. You will develop and evaluate retirement, tax, and estate plans, assess fiduciary suitability, and communicate complex guidance clearly to clients.

Requires substantial experience in financial planning, wealth management, and compliance, with CFP certification preferred. This role emphasizes rigorous analysis and transparent risk disclosure.

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Position Requirements
10+ Years work experience
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