Financial Coach

Our client

A specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement. As specialists in this field, our client continues to enjoy exceptionally strong momentum and are recognised as one of the UK’s fastest growing quality companies by The London Stock Exchange.

The Role

They seek a presenter to deliver financial education programmes to employees of corporate clients. To engage with employees during the delivery of seminars, webinars and all educational interventions to introduce other services.
Delivery of educational seminars, webinars and webcasts on a range of financial subject
To provide technical support to other team members on the development of new module
To keep up to date on changing legislation i.e. pensions/tax
Produce ideas for employee education e.g. changes to pension and share scheme
Assist in the design of new education modules as required by clients
Candidate Criteria

Evidential presentation experience within financial services and ideally financial education in the workplace
Must be knowledgeable across the spectrum of retail financial services eg Investments & pensions
Ideally have RO4 or be studying toward it
Able to project presence, whilst engaging with clients enthusiastically
Comfortable with travel, and overnight stays
Extremely personable, with a genuine interest in financial services
The Rewards

A competitive basic salary plus employee benefits and being part of a progressive supportive organisation