Financial Wellbeing Educator & Advisor

Engage People Recruitment; Dublin; Hybrid; EUR 32,000 - 35,000; Full time

Benefits offered by this job

Hybrid work model

Bonus

Comprehensive training

Diverse client exposure

Progression opportunities

Job summary

Engage People Recruitment in Ireland is seeking a candidate to join a growing financial wellbeing organisation. You will deliver engaging financial education and provide one-to-one guidance across personal finance topics, working closely with experienced financial advisers while building your own knowledge and professional qualifications.

The role offers a hybrid working model, a supportive team culture, comprehensive training, exposure to a diverse client base, and genuine opportunities for

Qualifications

• Experience in financial services with an interest in pensions and personal financial planning.
• Able to present information clearly to varied audiences.
• Willingness to work towards professional qualifications such as the QFA.

Responsibilities

• Deliver financial education seminars, webinars and online presentations.
• Provide financial guidance to employees after education sessions.
• Support clients with pensions, financial planning and protection queries.
• Research and develop engaging educational content.
• Build relationships with financial advisers and client contacts.
• Assist with diaries and administrative tasks using internal systems.
• Keep up to date with pensions, taxation and financial services legislation.
• Contribute ideas to improve client engagement and programmes.

Skills

Public speaking

Financial education

Interpersonal skills

Education

Bachelor's degree

Tools

Internal systems

Job description

Engage People Recruitment in Ireland is seeking a candidate to join a growing financial wellbeing organisation. You will deliver engaging financial education and provide one-to-one guidance across personal finance topics, working closely with experienced financial advisers while building your own knowledge and professional qualifications.

The role offers a hybrid working model, a supportive team culture, comprehensive training, exposure to a diverse client base, and genuine opportunities for