Financial Education Design Specialist
other jobs Recruit Wealth
Added before 5 hours
- England,Yorkshire and The Humber,North Yorkshire
- Full Time, Permanent
- £50,000 - £60,000 per annum
Job Description:
This is an excellent opportunity for someone with a strong background in UK Financial Services who is equally passionate about creating high-quality digital learning experiences.
We are looking for an experienced Financial Education & Content Specialist to join a growing team focused on delivering engaging, compliant and technically accurate learning content across pensions, investments and employee share plans.
About the Role
You will develop and deliver a range of educational content including presentations, video, audio and digital learning materials for a variety of audiences. Working closely with creative, compliance, marketing and project teams, you will help turn complex financial topics into clear, engaging and accessible content.
Key Areas of Knowledge
You should have strong technical knowledge of:
Defined Benefit and Defined Contribution pension schemes
Retirement planning, pension tax allowances and investment products, UK share plans including SIPs, SAYE and discretionary share arrangements
HMRC and regulatory guidance relevant to pensions and investments
What We’re Looking For
Diploma in Financial Planning - essential
Pensions and Investment Level 4 qualifications
Experience creating digital learning, video, audio or presentation content
Strong written and verbal communication skills
Ability to simplify technical information for different audiences
Experience working within regulated financial services, fintech or pensions environments
Confident using content creation and production tools
Strong attention to detail and commitment to accuracy and compliance
Desirable Qualifications
Chartered Financial Planning status
RO4, JO5, AF3 or G60 qualifications
Experience in pensions transfer or retirement income planning
Why Apply?
This is an opportunity to combine technical financial expertise with creativity, helping people better understand pensions, investments and financial wellbeing through engaging and innovative content.
The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response
We are looking for an experienced Financial Education & Content Specialist to join a growing team focused on delivering engaging, compliant and technically accurate learning content across pensions, investments and employee share plans.
About the Role
You will develop and deliver a range of educational content including presentations, video, audio and digital learning materials for a variety of audiences. Working closely with creative, compliance, marketing and project teams, you will help turn complex financial topics into clear, engaging and accessible content.
Key Areas of Knowledge
You should have strong technical knowledge of:
Defined Benefit and Defined Contribution pension schemes
Retirement planning, pension tax allowances and investment products, UK share plans including SIPs, SAYE and discretionary share arrangements
HMRC and regulatory guidance relevant to pensions and investments
What We’re Looking For
Diploma in Financial Planning - essential
Pensions and Investment Level 4 qualifications
Experience creating digital learning, video, audio or presentation content
Strong written and verbal communication skills
Ability to simplify technical information for different audiences
Experience working within regulated financial services, fintech or pensions environments
Confident using content creation and production tools
Strong attention to detail and commitment to accuracy and compliance
Desirable Qualifications
Chartered Financial Planning status
RO4, JO5, AF3 or G60 qualifications
Experience in pensions transfer or retirement income planning
Why Apply?
This is an opportunity to combine technical financial expertise with creativity, helping people better understand pensions, investments and financial wellbeing through engaging and innovative content.
The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response
Job number 3674082
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Company Details:
Recruit Wealth
Company size: 1–4 employees
Industry: Recruitment Consultancy
Recruit Wealth delivers an unrivalled consultative recruitment service to the Financial Planning and Wealth Management industry.For over a decade we h...