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Financial Coach

Resource Matters Ltd
Job LocationYorkshire and Humberside
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Our clientSpecialist 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 deliveringfinancial 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, sales or a "think on your feet" environment is essential
  • Must be knowledgeable across the spectrum of retail financial services
  • 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

Keyskills :
Financial AdviceFinancial EducationFinancial ServicesWealth Managementpresenting

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