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- Tasks: Deliver engaging financial education programmes through seminars, webinars, and one-on-one sessions.
- Company: Join a leading national financial planning firm focused on wellbeing and client success.
- Benefits: Enjoy remote work, competitive salary, and performance bonuses.
- Other info: Dynamic role with opportunities for innovation and career growth.
- Why this job: Make a real difference by empowering clients with financial knowledge and support.
- Qualifications: CII Dip Level preferred, with experience in pension schemes and financial coaching.
The predicted salary is between 35000 - 45000 £ per year.
A leading national financial planning and wellbeing firm are looking to appoint Financial Coaches to join their team. This key strategic role will see you working with their primary stakeholders both internally and externally to develop and foster relationships. You will be delivering financial education programmes to clients and employee members via various mediums such as face to face, video and telephone. The end result will be to refer business and clients to the Financial Planners to write business.
Key tasks:
- Delivery of educational seminars, webinars and webcasts on holistic financial planning.
- Provision of support to colleagues within the Financial Coaches team and across the business.
- To keep abreast of changes in the industry and sector and to be aware of new innovations in terms of both offering and end service provision.
- To be aware of changing market conditions.
- Innovate and provide detailed presentations and client education strategies.
- Assist in the design of new education modules as required.
- Meet various management set KPIs to ensure first class service delivery and client satisfaction.
- Be passionate about and demonstrate behaviours in line with the Company’s ethos, vision and key principles.
Ideally you will be CII Dip Level with experience of Pension Options, DB and DC pension schemes. You will receive remote based working pattern, competitive salary and bonus.
Financial Coach in Liverpool employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Coach in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Financial Coach role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Show off your skills! Prepare a killer presentation or a mini-seminar on a financial topic you're passionate about. This not only showcases your expertise but also demonstrates your ability to educate others, which is key for this role.
✨Tip Number 3
Stay updated with industry trends! Make sure you're aware of the latest changes in financial planning and innovations. This knowledge will help you stand out during interviews and show that you're genuinely interested in the field.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for the Financial Coach position. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Financial Coach in Liverpool
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial coaching shine through. We want to see how passionate you are about helping others with their financial wellbeing and education.
Tailor Your Experience: Make sure to highlight your relevant experience in financial planning and education. We’re looking for specific examples of how you've delivered seminars or supported clients, so don’t hold back!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your skills and experiences are easy to understand and directly relate to the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ferguson Dean
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pension options, DB and DC pension schemes. Being able to discuss these topics confidently will show that you're not just a coach but a knowledgeable resource for clients.
✨Showcase Your Presentation Skills
Since you'll be delivering educational seminars and webinars, practice your presentation skills. Prepare a short mock presentation on a financial topic to demonstrate your ability to engage and educate an audience effectively.
✨Understand the Company’s Ethos
Familiarise yourself with the company's vision and key principles. During the interview, relate your personal values and experiences to their ethos, showing that you’re a perfect cultural fit for the team.
✨Prepare for KPIs Discussion
Be ready to discuss how you’ve met KPIs in previous roles. Think of specific examples where you delivered excellent service or client satisfaction, as this will highlight your commitment to achieving results.