Job Title: Financial Services Coordinator
About the Role
We are seeking a skilled and passionate individual to join our team as a Financial Services Coordinator. This is an exciting opportunity for someone who enjoys delivering educational content, providing one-to-one guidance, and supporting regulated financial advisers in managing client portfolios.
In this role, you will be responsible for delivering seminars, webinars, and podcasts on various financial topics. You will also support the development and improvement of educational content, conduct one-to-one guidance calls with employees, and collaborate with regulated financial advisers to provide administrative and technical support.
Responsibilities
* Deliver engaging financial education seminars, webinars, and podcasts
* Support the development and improvement of educational content
* Conduct one-to-one guidance calls with employees
* Collaborate with regulated financial advisers to provide administrative and technical support
Requirements
To be successful in this role, you will need:
* A QFA qualification or be working towards it
* Experience in financial services, ideally with exposure to pensions, protection, investments, or employee benefit schemes
* Confident presentation skills and ability to explain financial concepts clearly and simply
* Strong organizational skills and attention to detail
* Proficiency in MS Office and webinar platforms
Benefits
This role offers a range of benefits, including:
* The opportunity to make a real difference in people's financial lives
* A chance to develop your skills and knowledge in financial services
* A collaborative and supportive work environment