Financial Wellbeing Coach

Aon; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services organization in the UK is seeking a Financial Wellbeing Coach to deliver pension and financial education presentations. The role involves developing educational materials, providing one-on-one guidance, and engaging with multinational audiences. Ideal candidates have experience in financial wellbeing and are passionate about helping others improve their financial situations. The position offers a hybrid working model and a comprehensive benefits package.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Agile working environment

Qualifications

• Passion for delivering engaging member presentations and obtaining excellent feedback.
• Understanding of face-to-face communication.
• Experience with multinational clients, especially in the Middle East, North Africa, and Sub-Continent.

Responsibilities

• Develop behavioral-based education across financial and broader wellbeing.
• Deliver high-quality and engaging employee presentations.
• Support clients in designing their financial education program.
• Input into the strategy of Aon’s financial wellbeing.
• Develop new revenue from existing clients.
• Achieve customer satisfaction targets.

Skills

Confident and engaging presenter

Passion for helping people

Financial wellbeing experience

Language skills

Experience in delivering financial wellbeing support

Job description

Financial Wellbeing Coach

Aon is currently recruiting a Financial Coach to join our DC and Financial Wellbeing team who will be responsible for delivery of a range of pension and financial education employee presentations and one‑to‑one guidance to Aon clients’ employees. The role will include developing exciting new presentation material based around behaviours and broader wellbeing and presenting to multi‑country audiences for our multinational clients.

This is a hybrid role with the flexibility to work both virtually and from one of our UK offices.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

As a Financial Coach some of your key responsibilities will involve:

• Development of behavioural‑based education across financial and broader wellbeing both in the UK and for global clients.
• Delivery of high quality and engaging employee presentations.
• Supporting multinational clients design and build their financial education programme using Aon’s content.
• Input into the future strategy of Aon’s financial wellbeing and broader wellbeing proposition.
• Develop new fee revenue from existing clients for presentation & 1‑1 activity.
• Customer satisfaction target measured by feedback from sessions and employer feedback.

How this opportunity is different

This role is about empowering employees to improve their financial wellbeing. By providing personalised guidance, coaches help individuals understand their financial situations, set realistic goals, and develop actionable plans.

You will support shaping the financial wellbeing proposition to ensure it is truly market leading, and you will be driving forward and influencing the future direction of this evolving and valuable area of the business.

Using your varied skills and experiences you will be developing exciting new behavioural‑based presentation material for multi‑country audiences for our multinational clients, making a real impact for individuals.

Skills and experience that will lead to success

As a Financial Coach you will have a passion for delivering engaging member presentations and getting excellent feedback, and you will understand the power of face‑to‑face communication.

Your skills and qualifications will ideally include:

• Confident and engaging presenter.
• Passion for helping people.
• Financial wellbeing experience and broader health and benefits knowledge desirable.
• Language skills desirable.
• Experience in delivering financial wellbeing support to multinational clients, particularly in the Middle East, North Africa and Sub‑Continent.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. All colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [e-mail] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

#LI-KN2