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Financial Education Design Associate

Resource Matters Ltd
Job LocationBristol
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

This is a varied role supporting the team in the research and creation of financial education design projects for both private and public sector clients within the. Tasks undertaken are key to the maintenance and creation of presentations delivered by theFinancial Coaches (who deliver our financial education seminars), with an opportunity to support the creation of other materials for our clients, such as webcasts and animations.The successful candidate will:

  • Have experience in Financial Services, with a strong desire to progress within the sector.
  • Be extremely accurate, with a keen eye for detail and excellent communication skills.
  • Possess good knowledge and understanding of pensions, taxation and share schemes etc, with an ability to complete reasonably complicated calculations in relation to these.
  • Have good working knowledge of PowerPoint.
  • Hold R01 (or comparable) or be willing to complete this qualification in the first 6 months in post.
  • We are looking for someone currently working within financial services and technical knowledge regarding pensions, tax etc.
Duties
  • Assist in creating financial education material that will predominantly be delivered through online and face to face.
  • Review existing financial education presentations and apply updates to corporate-specific information, tax year updates, and regulatory changes as appropriate.
  • Assess and gain a detailed understanding of a variety of employer benefits information, in particular the specifics of the pension, share schemes, protection benefits, and other benefits aimed at improving employees’ financial wellbeing’
  • Assist in researching ongoing changes being applied to public sector pensions, and support in the creation of financial education content that can be explained clearly and accurately to pension members.
  • Create new and visually engaging ways of presenting financial education to employees in a PowerPoint format Work with video and animation software to create short, interesting, and accurate videos to provide employees with a clear understanding of theirworkplace benefits.
  • Create, update, and edit existing scripts used in short financial education videos.
  • Ensure all financial education material created is accurate and easy to understand, working with the Compliance Team to ensure all information meets regulatory requirements.

Keyskills :
Financial ServicesPensionsPresentation Designtax

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