Financial Coach

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Provide financial education to members covering topics such as budgeting and retirement planning.

• Facilitate online one-on-one sessions, webinars, and create short-form content.

• Organize offline wellness days and workshops, which include on-site pension seminars.

• Offer subject-matter expertise during content-team brainstorming sessions.

• Assist in crafting actionable and relevant financial guidance.

• Aid in the development of the coaching function and the AI coach, Max.

• Present on camera and work with the content team to script and produce short-form videos.

• Travel to company locations and London for educational activities.

⛳️ Requirements

• Possess a financial qualification or be in the process of obtaining one, or have relevant professional experience.

• An excellent presenter: bright, positive, knowledgeable, and engaging across diverse topics.

• Customer-focused and driven by assisting individuals in achieving their financial objectives.

• Passionate about developing a contemporary approach to financial guidance.

• Resilient and capable of maintaining a positive and engaging demeanor across multiple sessions.

• Tech-savvy with an interest in AI technologies.

• Willing to travel to London and other locations as required.

• Familiarity with the Local Government Pension Scheme (LGPS) and shared-cost AVCs is a plus.

• Must have the right to work in the UK.

• A covering letter is required.

🏝️ Benefits

• Flexible remote working available within the UK.

• Annual home office budget of £200.

• 25 days of annual leave, with increases based on tenure.

• Option to buy up to 5 additional annual leave days each year.

• A day off for your birthday.

• Collaborative team bonus scheme for non-commission roles.

• Pension scheme included.

• Perkbox salary sacrifice schemes, covering car leasing, gym memberships, and technology purchases.

• Medical cashback scheme available.

• Enhanced parental leave offered.

• Opportunities for regular team connections, including an annual Summer Conference.

• Travel expenses reimbursed.