Financial Education Presenter
Please note that, whilst the role is home based and candidates can be anywhere in the UK, its useful if candidates have good transport links and we have used Birmingham as a central locationOur clientOur client is 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.The RoleThe role of our clients Financial Coaches is to deliver financial education programmes both face-to-face and online directly to employees on a range of financial, tax and related subjects.To provide technical support to other team members on the development of new moduleTo keep up to date on changing legislation i.e. pensions/taxProduce ideas for employee education e.g. changes to pension and share schemeAssist in the design of new education modules as required by clientsCandidate CriteriaPresentation experience in a training, sales or *“think on your feet” * environmentPresentation experience within the financial services wealth sector Strong knowledge across the spectrum of retail financial servicesHold RO4 or be studying/willing to study toward itAble to project presence, whilst engaging with clients enthusiasticallyThe RewardsA competitive basic salary plus employee benefits and being part of a progressive supportive organisation
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