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Financial Coach

3 months ago

Leeds UK, West Yorkshire, United Kingdom Ferguson Dean Full time

A leading national financial planning practice are looking to appoint a Financial Coach to join them. With a reach across the UK, the role of a Financial Coach will be to deliver financial education programmes at seminars with their clients. This will be to provide clients and potential clients with information on financial planning which will then be provided by the Financial Planners.


Package


  • You will receive competitive salary (£40k to £55k ) benefits, market leading bonus, and flexible working arrangements


The company


  • A leading national financial planning practice.


The Role

  • Deliver seminars on financial planning matters.
  • Seminars delivered face to face, on the phone or on video calls.
  • Provide technical support as required.
  • Proactively work to develop programmes for financial education.
  • Assist in design and implementation of programmes.
  • Ideally have DB and DC experience, as well as share plans and other investments.
  • They are also keen on someone with CII Dip, especially pension modules but this is not essential