Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver engaging financial education programmes to help employees maximise their savings and benefits.
- Company: A leading provider of workplace financial education with a focus on employee wellbeing.
- Benefits: Flexible remote work, competitive pay, and opportunities for professional growth.
- Other info: Join a dynamic team dedicated to improving financial literacy and wellbeing.
- Why this job: Make a real difference in people's financial lives while working from anywhere.
- Qualifications: Experience in presentations, knowledge of financial services, and a passion for helping others.
The predicted salary is between 30000 - 40000 £ per year.
Home based with good transport links so location is flexible.
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 client's 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 shares 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 wealth sector.
- Strong knowledge across the spectrum of retail financial services.
- Hold RO4 or be studying/willing to study toward it.
- Able to project presence, whilst engaging with clients enthusiastically.
Financial Education Presenter (Remote) employer: Resource Matters
Contact Detail:
Resource Matters Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Education Presenter (Remote)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your presentation skills! Since the role involves delivering financial education, make sure you can confidently present complex information in an engaging way. Try rehearsing with friends or family to get comfortable.
✨Tip Number 3
Stay updated on industry trends! Follow financial news and changes in legislation that could impact your future clients. This knowledge will not only help you in interviews but also show your passion for the field.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining us. Make sure to tailor your application to highlight your relevant experience and enthusiasm for financial education.
We think you need these skills to ace Financial Education Presenter (Remote)
Some tips for your application 🫡
Show Your Passion for Financial Education: When writing your application, let your enthusiasm for financial education shine through. We want to see how you can engage and inspire others to improve their financial wellbeing, so share any relevant experiences that highlight your passion!
Tailor Your Application: Make sure to customise your application to reflect the specific requirements of the Financial Education Presenter role. We’re looking for candidates with presentation experience in financial services, so highlight any relevant skills or experiences that match what we’re after.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us quickly see why you’d be a great fit for our team!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Resource Matters
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services and current legislation. Being able to discuss recent changes in pensions or tax will show that you're not just knowledgeable but also proactive about staying informed.
✨Engage with Enthusiasm
Since the role involves presenting to employees, practice projecting your voice and engaging your audience. Use examples from your past experiences to demonstrate how you've successfully captured attention in a training or sales environment.
✨Tailor Your Presentation Style
Think about how you can adapt your presentation style to different audiences. Prepare to discuss how you would tailor financial education to meet the specific needs of various employee groups, showcasing your flexibility and understanding of diverse financial situations.
✨Showcase Your Creativity
Be ready to share ideas for new educational modules or programmes. Think outside the box and come prepared with suggestions that could enhance employee engagement and understanding of financial topics, demonstrating your initiative and creativity.