- 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 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
- A salary of up to £54,000 (depending on experience)
- Lucrative annual bonus
- 25 days' Annual Leave
- Pension (6% employer/3% employee)
- PMI
- Study Support
- Income Protection
- Ideally hold the CII Diploma in Regulated Financial Planning or equivalent
- Strong group presentation skills (online and face-to-face)
- Happy to travel and occasional overnight stays
- Live in Scotland
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Financial Coach - Scotland, United Kingdom - Vision-FS Recruitment
Description
Financial Services | Financial Coach
Location: Scotland
Salary/Package: Up to £54,000 (depending on experience), lucrative annual bonus, 25 days' annual leave, pension (6% employer/3% employee), PMI, study support, income protection
YOUR NEW COMPANY
Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice. As our client's company continues to grow, a requirement has arisen for a Financial Coach to join its rapidly expanding team of Advisers and Educators. The Financial Coach role is predominantly home-based, with the remit to deliver financial education programmes to employees at corporate and public sector companies across Scotland.
THE ROLE
The Financial Coach's key duties will include:
WHAT YOU'LL RECEIVE:
The successful candidate for the Financial Coach vacancy will receive:
WHAT YOU'LL NEED TO SUCCEED
Suitable candidates interested in the Financial Coach vacancy will have the following criteria:
NEXT STEPS
If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.
Synonyms: Financial Coach, Financial Wellbeing, Financial Presentations, Financial Planning, WFH, Online Presentations, Group Presentations, Pensions, Retirement Planning, Level 4
Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.
