Finance Coach

Phoenix; London; Hybrid; GBP 40,000 - 49,000; Full time

Job summary

An established industry player is looking for a Financial Coach to join their Workplace Pensions team. This hybrid role involves delivering engaging presentations to enhance members' understanding of pensions and improve their financial wellbeing. You will collaborate with internal stakeholders and travel to client sites to provide valuable financial education. The company offers a supportive environment with flexible working arrangements and a range of benefits, including a competitive salary, bonus, and generous leave. If you're passionate about financial education and communication, this is a fantastic opportunity to make a difference.

Benefits

Private Medical Cover

38 Days Annual Leave

Excellent Pension

12x Salary Life Assurance

Career Breaks

Income Protection

3x Volunteering Days

Qualifications

• Experience delivering engaging presentations and communicating complex information.
• Good understanding of employee workplace pensions.

Responsibilities

• Deliver high-quality pension presentations to workplace members.
• Innovate presentations to empower members for better financial outcomes.

Skills

Engaging Presentations

Communication of Complex Information

Understanding of Workplace Pensions

Relationship Management

Experience in Financial Services

Job description

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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