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Financial Coach
My Money Matters. Deliver financial education to members on topics including budgeting and retirement planning .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in delivering financial education and guidance, with a focus on budgeting and retirement planning. Engages effectively with diverse audiences through presentations, workshops, and content creation, while leveraging technology and AI to enhance learning experiences.
Highest-signal resume keywords
Financial QualificationPresentation SkillsCustomer OrientationKnowledge of Local Government Pension SchemeTech-Savvy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial EducationBudgetingRetirement PlanningContent CreationWorkshop Facilitation
Soft Skills
EngagingPositive AttitudeResilienceMotivational
Tools & Technologies
AI Coaching ToolsWebinar Platforms
Industry Keywords
Local Government Pension SchemeShared-Cost AVCsFinancial Guidance
About the role
Key responsibilities & impact- Deliver financial education to members on topics including budgeting and retirement planning
- Conduct online one-to-one sessions, webinars and short-form content
- Deliver offline wellness days and workshops, including on-site pension workshops
- Contribute subject-matter expertise to content-team brainstorms
- Help shape actionable, contextual financial guidance
- Support development of the coaching function and AI coach Max
- Present on camera and collaborate with the content team to script and film short-form content
- Travel to company sites and London for education activities
Requirements
What you’ll need- Qualified or working towards a financial qualification, or relevant workplace experience
- Great presenter: bright, positive, knowledgeable and engaging across a range of topics
- Customer-oriented and motivated by helping people achieve financial goals
- Enthusiastic about developing a modern approach to financial guidance
- Resilient and able to remain upbeat and engaging across multiple sessions
- Tech-savvy and interested in AI
- Willingness and ability to travel to London and other sites
- Knowledge of the Local Government Pension Scheme (LGPS) and shared-cost AVCs is nice to have
- Right to work in the UK
- Covering letter required
Benefits
Comp & perks- Remote working within the UK
- Home office budget of £200 annually
- 25 days’ annual leave, increasing with tenure
- Option to purchase up to 5 additional annual leave days each year
- Birthday off
- Collaborative team bonus scheme for non-commission roles
- Pension scheme
- Perkbox salary sacrifice schemes, including car leasing, gym memberships and tech purchases
- Medical cashback scheme
- Enhanced parental leave
- Regular team connection opportunities, including an annual Summer Conference
- Travel expenses covered