Financial Coach

Posted 24 March by Resource Matters Ltd
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Our client

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 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 in a training environment in reguated FS.
  • Must be technically strong across the spectrum of Investments and 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

Required skills

  • Financial Advice
  • Financial Education
  • Financial Services
  • Wealth Management
  • presenting

Application question

Do you have presentation experience within financial services (Investments/ pensions)?

Reference: 52021439

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