Key skills
AI
About this role
Role Overview
- You'll help build the holistic coaching capability from the ground up
- Deliver holistic money coaching sessions covering savings, pensions, protection, tax and broader financial goals
- Iterate and refine the coaching process to maximise member confidence and product conversions
- Develop coaching frameworks, scripts and processes that can scale
- Identify opportunities to leverage AI tooling and technology to enhance efficiency whilst maintaining a personalised approach
- Guide users towards appropriate financial products based on their needs and goals
- Track conversion metrics and refine your approach to increase take-up of our range of propositions
Requirements
- FCA-regulated financial advice qualification (Diploma in Regulated Financial Planning or equivalent) with 2+ years' experience in financial advice or coaching
- Strong understanding of UK taxation, pensions and investments, insurance and financial planning principles
- Ability to engage audiences with experience in webinars, presentations and other consumer-facing events
- Entrepreneurial self-starter comfortable building a new user experience
- Track record of building client relationships and converting engagement into positive financial outcomes
- Natural process thinker who can develop scalable frameworks and coaching approaches from scratch
- Enthusiasm for leveraging AI and tooling to enhance coaching delivery and build efficient systems
- Exceptional communicator able to explain complex financial concepts in simple, engaging ways for diverse audiences