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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 commitment to sustainability.
- Benefits: Enjoy flexible working, competitive salary, private medical cover, 38 days leave, and more perks.
- Why this job: Empower others while developing your presentation skills in a supportive and innovative environment.
- Qualifications: Experience in delivering presentations and understanding workplace pensions is essential.
- Other info: Hybrid role with travel expenses covered; we welcome diverse applicants and support adjustments in recruitment.
The predicted salary is between 34000 - 42000 £ per year.
We have an incredible opportunity to join us here at Phoenix Group as a Financial Coach in 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.
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 a 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.
Finance Coach employer: Starr Underwriting
Contact Detail:
Starr Underwriting 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 a clear and engaging manner.
✨Tip Number 3
Network with professionals in the financial services sector, especially those who have experience in workplace pensions. They can provide valuable insights and may even refer you to opportunities within their organisations.
✨Tip Number 4
Research Phoenix Group and its values thoroughly. Understanding their commitment to employee wellbeing and sustainability will 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 demonstrate your ability to communicate complex information in a customer-friendly way.
Craft a Compelling Cover Letter: Use your cover letter to express your passion for financial education and your understanding of workplace pensions. Mention specific examples from your past experiences that align with the role's requirements.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Starr Underwriting
✨Showcase Your Presentation Skills
Since the role involves delivering engaging presentations, be prepared to discuss your previous experiences in this area. Consider bringing examples of past presentations or discussing techniques you use to engage your audience.
✨Understand Workplace Pensions
Make sure you have a solid understanding of workplace pensions and how they work. Be ready to explain complex concepts in a simple way, as this is crucial for the role.
✨Demonstrate Communication Skills
Highlight your excellent communication and relationship management skills during the interview. Use specific examples to illustrate how you've successfully communicated complex information to clients or colleagues in the past.
✨Ask About Flexibility Options
Since the company values flexibility, don’t hesitate to ask about part-time or job-share options during the interview. This shows that you are proactive about finding a work-life balance that suits both you and the company.
