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The role of Financial Planning Presenter
The Financial Planning Presenter will deliver financial education programmes to employees of corporate and public sector companies across the UK. You will also engage with employees during the delivery of online and face-to-face seminars, webinars, webcasts and to introduce the other services of the company, including financial guidance and advice. The successful candidate will represent the company in a helpful, friendly and professional manner with all corporate client employees, whilst supporting new business as well as existing client relationships.
The successful candidate for the Financial Planning Presenter:
This is a great opportunity for a personable, confident Financial Planning Presenter who is looking for an exciting future within our Company. The key qualities for the successful candidate are:
- Evidential presentation experience in a training, sales or a "think on your feet" environment is essential
- Must be knowledgeable across the spectrum of retail financial services
- Ideally have RO4 or be studying toward it
- Able to project presence, whilst engaging with clients enthusiastically
- Comfortable with travel, and overnight stays
- Extremely personable, with a genuine interest in financial services
Please send your CV in confidence quoting ref 453789
