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- Tasks: Deliver engaging pension presentations and enhance financial education for workplace members.
- Company: Join Phoenix Group, the UK's largest long-term savings and retirement business with a strong commitment to sustainability.
- Benefits: Enjoy flexible working, competitive salary, 38 days annual leave, private medical cover, and more perks.
- Why this job: Make a real impact on people's financial wellbeing while working in a supportive and innovative environment.
- Qualifications: Experience in delivering presentations and understanding of workplace pensions is essential.
- Other info: Hybrid role with travel expenses covered; we welcome diverse applicants and support adjustments in the recruitment process.
The predicted salary is between 34000 - 42000 £ per year.
We have an incredible opportunity to join us here in at Phoenix Group as a Financial Coachin the Workplace Pensions team at Standard Life.
Job Type: Permanent
Location: This is a hybrid role from either Wythall/London. Work can be completed from home with some requirement for company paid travel to our client sites.
Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here.
Closing Date: 17th January 2025
Salary and benefits: £40,000 – £49,000 DOE plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more
Who are we?
We want to be the best place that any of our 6,600 colleagues have ever worked.
We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
The role
You would be joining the presentation team at Standard Life who are responsible for the delivery of high-quality pension presentations to workplace members. Our team strives to deliver and develop market leading financial education presentations to enhance member engagement. Presentations help improve workplace members understanding of pensions and signpost action(s) members can take to improve their financial wellbeing now and in the future. Presentations are delivered online and through face-to-face client site presentations.
You will work with a range of internal stakeholders and clients when arranging the financial education sessions. You will help innovate our presentations in the drive to empower members to achieve better outcomes.
The role requires regular UK travel (around one or two days a week) to deliver on site presentations to members. Travel expenses are met by the company, including any upfront costs associated with travel such as rail/accommodation.
You would stay in touch with your colleagues via regular online catch ups and through wider team meetings which are held in person at our office in Edinburgh (again with travel costs paid for by the company) however meetings can be joined online.
If we have sparked your interest but you still have questions, about this exciting role please do reach out to us.
What are we looking for?
- Experience of delivering engaging presentations and/or the ability to communicate complex information in customer friendly way.
- Have a good understanding of employee workplace pensions.
- Experience of working in financial services
- Possess excellent communication and relationship management skills
We want to hire the whole version of you.
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
Find out more about #LifeAtPhoenix
- Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
- Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us
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Finance Coach employer: Phoenix
Contact Detail:
Phoenix Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Coach
✨Tip Number 1
Familiarise yourself with the latest trends in workplace pensions and financial education. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Practice your presentation skills by delivering mock sessions to friends or family. This will boost your confidence and help you refine your ability to communicate complex information in an engaging way.
✨Tip Number 3
Network with professionals in the financial services sector, especially those involved in workplace pensions. Attend relevant webinars or local meetups to build connections that could provide insights or referrals.
✨Tip Number 4
Research Phoenix Group and its values thoroughly. Understanding their commitment to employee wellbeing and sustainability can help you align your answers with their mission during the interview process.
We think you need these skills to ace Finance Coach
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Finance Coach at Phoenix Group. Familiarise yourself with their approach to financial education and how they engage with workplace members.
Tailor Your CV: Highlight your experience in delivering presentations and working in financial services. Make sure to showcase any relevant skills that align with the job description, such as communication and relationship management.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial education and your understanding of workplace pensions. Use specific examples from your past experiences to demonstrate how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application shows attention to detail and professionalism, which are crucial in the finance sector.
How to prepare for a job interview at Phoenix
✨Showcase Your Presentation Skills
Since the role involves delivering engaging presentations, be prepared to discuss your previous experiences. Share specific examples of how you've communicated complex information in a simple and relatable way.
✨Understand Workplace Pensions
Brush up on your knowledge of workplace pensions and financial services. Being able to discuss current trends or challenges in the industry will demonstrate your expertise and enthusiasm for the role.
✨Highlight Relationship Management
The role requires excellent communication and relationship management skills. Prepare to share instances where you've successfully built relationships with clients or stakeholders, showcasing your ability to engage and connect with others.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and the specifics of the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
