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For Companies At a Glance
- Tasks: Deliver engaging financial presentations to enhance workplace members' understanding of pensions.
- Company: Join the UK's largest long-term savings and retirement business, Phoenix Group.
- Benefits: Enjoy a competitive salary, generous leave, private medical cover, and flexible working options.
- Why this job: Make a real impact on people's financial wellbeing while working with a supportive team.
- Qualifications: Experience in delivering presentations and a good understanding of workplace pensions required.
- Other info: Hybrid role with travel opportunities and excellent career growth potential.
The predicted salary is between 40000 - 49000 £ per year.
Overview
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
Get to know the company! Before your interview, do a bit of research on Phoenix Group and their values. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your presentation skills! Since the role involves delivering engaging presentations, it’s crucial to showcase your ability to communicate complex information clearly. Try rehearsing in front of friends or family to get comfortable.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider knowledge about the company culture and might even lead to a referral!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Phoenix Group family.
We think you need these skills to ace Finance Coach
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Finance Coach role. Highlight your experience in delivering engaging presentations and your understanding of workplace pensions. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial education and how you can contribute to our team. Keep it friendly and professional, just like we are at StudySmarter.
Showcase Your Communication Skills: Since this role involves communicating complex information, make sure your application reflects your ability to do just that. Use clear language and examples that demonstrate your communication prowess. We love a good storyteller!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we stand for.
How to prepare for a job interview at Phoenix
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of workplace pensions. Understand the key concepts and be ready to explain them in a simple, engaging way. This will show that you can communicate complex information effectively, which is crucial for the Finance Coach role.
✨Practice Your Presentation Skills
Since delivering presentations is a big part of this job, practice makes perfect! Prepare a short presentation on a pension-related topic and rehearse it. This will help you feel more confident and demonstrate your ability to engage an audience during the interview.
✨Showcase Your Relationship Management Skills
Think of examples from your past experiences where you've successfully built relationships with clients or colleagues. Be ready to discuss how you managed those relationships and what strategies you used to ensure effective communication and collaboration.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and the specific challenges the Workplace Pensions team faces. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
