Financial Education Presenter

Resource Matters Ltd
Reading, UK
26 Jun 2019
02 Jul 2019
Contract Type
Full Time
Our client

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. As specialists in this field, our client continues to enjoy exceptionally strong momentum and are recognised as one of the UK's fastest growing quality companies by The London Stock Exchange.

The Role
  • They seek a presenter to deliver financial education programmes to employees of corporate clients. To engage with employees during the delivery of seminars, webinars and all educational interventions to introduce other services.
  • Delivery of educational seminars, webinars and webcasts on a range of financial subject
  • To provide technical support to other team members on the development of new module
  • To keep up to date on changing legislation i.e. pensions/tax
  • Produce ideas for employee education e.g. changes to pension and share scheme
  • Assist in the design of new education modules as required by clients

Candidate Criteria
  • Strong financial services background, including extensive UK pension knowledge including defined benefit schemes, defined contribution schemes
  • At least 3 years' experience in delivering face to face education to all levels of employees within an organisation from team members to executive staff
  • Diploma in Financial Planning - Pension Income Options (JO5) or
  • Diploma in Regulated Financial Planning - Pensions and Retirement Planning (RO4)

The Rewards
  • A competitive basic salary plus employee benefits and being part of a progressive supportive organisation

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