Financial Coach

Leicester, Leicestershire
Resource Matters Ltd

My client is a leading financial wellbeing and retirement specialist – helping those in the workplace to improve their financial future. Established in 2005, their financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers every topic from debt and money management through to optimising employer sponsored benefits and retirement. Their coaches also specialise in delivering key projects for; defined benefit closures, lifetime allowance, pension changes, redundancy, share schemes and so much more. Engagement is driven by designing campaigns to create awareness of upcoming programmes and then digital nudge technology is used to encourage participation to maximise take-up.

Knowledge can also be supported through the creation of informative and stimulating content for webcasts, animations, interactive calculators and tools including the Financial Healthcheck as well as the implementation of websites and portals to support any programme which can be delivered globally. Their advice service supports those who need specific recommendations which is particularly useful for those at retirement. It is also beneficial for those in retirement who may need to adapt their retirement planning in line with their changing needs. As specialists intheir field, they continue to enjoy exceptionally strong momentum and are recognised as one of the UK’s fastest growing companies by the London Stock Exchange.

Job summary:

To deliver financial education programmes to employees of corporate and public sector clients across the UK. To engage with employees during the delivery of online and face-to-face seminars, webinars, webcasts and to introduce the other services of the company, including financial guidance and advice. To represent the company in a helpful, friendly and professional manner with all corporate client employees, whilst supporting new business as well as existing client relationships.

Core responsibilities:

Delivery of educational seminars, webinars and webcasts on a range of financial, tax and related subjects To provide technical support to colleagues within the Financial Coaches team and across the business To assist in the development of new modules and research To keep up to date on changing legislation, eg pensions, taxation, investments Produce ideas for employee education, eg subject matter and delivery methods Assist in the design of new education modules as required To meet presentation standards set and agreed with clients Being passionate and demonstrate behaviours in line with the Company’s ethos, vision and key principles

Essential skills/experience:

Excellent influencing and interpersonal skills Clear and confident written, as well as verbal communication skills with the ability to articulate complex ideas, concepts and solutions both internally and externally Proactive team player Self-motivated, with a flexible approach to working away from home to deliver what is required by clients

Desirable skills/experience:

Broad retail financial services knowledge, especially UK pensions, including: defined benefit schemes defined contribution schemes employee share plans and other investments At least 3 years’ experience in technical presenting, training or educational delivery Experience of developing technical presentations Keen interest in research of tax regulations and regulatory guidelines, whilst also communicating them to other team members and clients

Essential qualifications:

Financial Planning Certificate or equivalent Level 3 qualification

Desirable qualifications:

Diploma in Financial Planning Diploma in Regulated Financial Planning CII Pensions modules: Pension Income Options J05 Pensions and Retirement Planning R0

This is a great opportunity to join a highly regarded market leading organisation who offer an attractive remuneration package and excellent career development