About You

We’re looking for someone who is personable, approachable, and passionate about financial education. Successful candidates will demonstrate the following qualities and experience:

• Confident Presenter – Skilled at delivering engaging sessions in training, sales, or fast-paced environments where thinking on your feet is essential.
• Financial Expertise – Strong understanding of retail financial services across the full spectrum.
• Professional Qualifications – Hold RO4 or be actively studying toward it (or willing to start).
• Presence & Engagement – Able to command attention while building genuine rapport with clients.
• Flexibility – Comfortable with regular travel and occasional overnight stays.
• Personable & Enthusiastic – A natural communicator with a genuine interest in financial services and helping others make informed decisions.

As a Financial Coach, you’ll be the face of Wealth at Work, delivering our financial education programmes both in-person and online. You’ll work directly with employees from our corporate and public sector clients across the UK, making a real difference by helping them understand and manage their finances effectively.

 Job Description - Financial Coach

Job Summary

To deliver financial education programmes to employees of WEALTH at work 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 WEALTH at work, including financial guidance and advice.

To represent WEALTH at work 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 by WEALTH at work and agreed with clients
• Be passionate about 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 of 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 R04
• Pensions G60

Who We Are

WEALTH at work is a leading financial wellbeing, retirement and workplace savings specialist - helping employees to improve their financial future.

This is achieved by providing support in the workplace on a range of financial matters from financial wellbeing issues such as debt and money management through to pensions and preparing for retirement.

We also specialise in delivering projects to support employees through pension changes including new scheme introduction, fund changes or defined benefit scheme closures, as well as redundancy, share scheme launch and maturity and so much more.

Established in 2005, we provide financial education and one to one guidance on a bespoke basis which can be delivered globally. As part of the Wealth at Work group, we deliver these services for hundreds of organisations, reaching millions of the workforce.

Employee 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 from our digital communication specialists who produce webcasts, animations, interactive calculators and tools, as well as the implementation of portals and websites including Money&Me to support any programme.

Following this, for those wishing to understand their personal financial situation, support is provided through our helpline. At this point, we can offer access to investment advice which provides specific recommendations on, for example, retirement planning and can adapt in line with changing needs.

We also offer other investment options (on a non-advised basis) for those with simpler investment requirements.  These can be initiated at individual level or arranged at employer level by setting up and offering a Workplace ISA.

Disclosure

WEALTH at work is a trading name of Wealth at Work Limited which is authorised and regulated by the Financial Conduct Authority and part of the Wealth at Work group. Registered in England and Wales No.05225819. Registered Office: Third Floor, 5 St Paul’s Square, Liverpool, L3 9SJ. Calls may be recorded and monitored for training and record-keeping purposes.