At a Glance
- Tasks: Deliver engaging financial education to help employees make informed decisions.
- Company: Join a leading financial well-being advisory specialist with a supportive culture.
- Benefits: Flexible home-based work, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with a chance to develop new educational content.
- Why this job: Make a real difference by empowering others with financial knowledge.
- Qualifications: 3+ years in financial services and strong presentation skills.
The predicted salary is between 36000 - 44000 £ per year.
Are you an experienced financial services professional who enjoys presenting, educating and helping people make better financial decisions? We're working with a leading financial well-being and workplace advisory specialist that supports employees across some of the UK's largest corporate and public sector organisations. Due to continued growth, they are looking to recruit several engaging and knowledgeable Financial Coaches to join their national team. This is a fantastic opportunity for someone who combines strong technical financial services/advisory knowledge, with the confidence and personality to bring complex financial topics to life.
The Role
As a Financial Coach, you'll deliver engaging financial education programmes to employees across the UK, helping people better understand topics such as pensions, investments, taxation and retirement planning. You'll deliver a variety of face-to-face seminars, webinars and online presentations, engaging with employees from a wide range of backgrounds and helping them understand how financial decisions can impact their future. You'll also contribute to the development of new educational content and modules, research emerging topics and legislation, and work closely with colleagues and corporate clients to deliver an exceptional experience.
What You'll Be Doing
- Delivering engaging financial education seminars, webinars and webcasts
- Presenting on pensions, investments, taxation and wider financial topics
- Explaining complex financial concepts in a clear, accessible way
- Supporting the development of new education modules and presentations
- Keeping up to date with changes to pensions, taxation and investment legislation
- Researching financial and regulatory topics and sharing knowledge with colleagues
- Helping develop new ideas for employee education and engagement
- Providing technical support to colleagues across the business
- Building positive relationships with corporate clients and their employees
- Representing the organisation in a professional, friendly and knowledgeable manner
What We're Looking For
At least 3 years' experience in technical financial services/advisory roles.
Financial Coach in Newcastle upon Tyne employer: Recruit Wealth Careers
Join one of the UK's fastest-growing financial planning firms in Rochdale, where you will benefit from a supportive and collaborative work culture that prioritises client outcomes. With a strong emphasis on employee growth, you will inherit an established client base while enjoying comprehensive in-house support and a competitive benefits package, making this an ideal opportunity for experienced Financial Planners seeking a rewarding career path. The company's commitment to transparency and excellence ensures a fulfilling environment for those looking to make a meaningful impact in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Coach in Newcastle upon Tyne
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Recruit Wealth Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Recruit Wealth Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Recruit Wealth Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Financial Coach in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Recruit Wealth Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Recruit Wealth Careers how you can be a team player!
How to prepare for a job interview at Recruit Wealth Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Recruit Wealth Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Recruit Wealth Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
