Financial Coach

M
My Money MattersFinancial wellness
Location: Remote, UKFull-Time
Salary not disclosed
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Job Details

Required Skills
Artificial IntelligenceBudgeting

Requirements

  • Hold or be working towards a financial qualification, or have relevant workplace experience.
  • Be an engaging presenter across a range of topics.
  • Enjoy helping people achieve their financial goals.
  • Be interested in building a modern approach to financial guidance.
  • Be resilient and able to remain engaging across multiple sessions in a day.
  • Be tech-savvy and interested in using AI to help build the AI coach.
  • Knowledge of the Local Government Pension Scheme (LGPS) and shared-cost AVCs is a nice to have.

Responsibilities

  • Deliver online one-to-one sessions covering topics such as debt and pensions.
  • Lead on-site pension workshops, including sessions preparing employees for retirement.
  • Present webinars and other financial education for members.
  • Work with the content team to script and film short-form content.
  • Contribute subject-matter expertise and ideas in regular content brainstorms.
  • Help develop a modern coaching function and actionable, contextual financial guidance.
  • Travel to on-site education sessions, including London.
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