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- Tasks: Deliver engaging financial education programmes to employees, both online and face-to-face.
- Company: Specialist provider of workplace financial education with a focus on employee wellbeing.
- Benefits: Flexible home-based role, competitive pay, and opportunities for professional growth.
- Why this job: Make a real difference in people's financial lives while developing your presentation skills.
- Qualifications: Experience in presenting and a background in financial services preferred.
- Other info: Join a supportive team dedicated to improving financial literacy across Scotland.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Please note that, whilst the role is home based, candidates must be based in Scotland to support delivery of face‑to‑face education.
Our client is a specialist provider of financial education in the workplace supported by regulated advice for individuals. It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at‑retirement.
The role of our clients Financial Coaches is to deliver financial education programmes both face‑to‑face and online directly to employees on a range of financial, tax and related subjects.
- To provide technical support to other team members on the development of new modules.
- To keep up to date on changing legislation i.e. pensions / tax.
- Produce ideas for employee education e.g. changes to pension and share scheme.
- Assist in the design of new education modules as required by clients.
Candidate Criteria:
- Presentation experience in a training, sales or “think on your feet” environment.
- Presentation experience within the financial services sector.
Financial Education Presenter employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Education Presenter
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and the specific financial education programmes they offer. This will help you tailor your approach during interviews and show that you're genuinely interested in what they do.
✨Tip Number 2
Practice your presentation skills! Since this role involves delivering financial education, make sure you can confidently present complex information in an engaging way. Consider doing mock presentations with 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 potentially lead to referrals, which can really boost your chances.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Education Presenter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Education Presenter role. Highlight any relevant presentation experience and your understanding of financial topics to show us you're the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial education and how your background makes you an ideal candidate. Be genuine and let your personality come through!
Showcase Your Presentation Skills: Since this role involves delivering education programmes, it's crucial to demonstrate your presentation skills. Include examples of past experiences where you've successfully engaged an audience, whether in training or sales.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Financial Stuff
Make sure you brush up on the latest financial regulations and trends, especially around pensions and tax. Being able to discuss these topics confidently will show that you're not just knowledgeable but also passionate about financial education.
✨Show Off Your Presentation Skills
Since the role involves delivering financial education programmes, practice your presentation skills. Prepare a short mock presentation on a financial topic and be ready to showcase your ability to engage an audience, whether in person or online.
✨Tailor Your Approach
Understand the specific needs of the company and its clients. Think about how you can adapt your teaching style to different audiences. This shows that you can think on your feet and cater to various learning styles, which is crucial for this role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's approach to financial education and how they measure success. This not only demonstrates your interest in the role but also gives you a chance to assess if the company aligns with your values and career goals.
