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Financial Education Specialist - VR/26373

Status: Permanent
Location: Aberdeen City Centre
Ref: VR/26373
Rate: Available Upon Request

The purpose of the Financial Education Specialist is to deliver company knowledge and present findings to clients, along with develop new materials to allow clients to understand the company’ financial concepts and products clearly.


You will be work with financial advisers, current clients and external networks to develop new opportunities for the delivery of the Financial Education programme.


You will ensure that the presentation material is kept up to date for changes in legislations, social trends and remains fresh and engaging for programme participants.


Responsibilities of the Financial Education Specialist include but are not limited to the following:

  • Assisting the Financial Advisors with material to deliver.
  • Taking a key role in delivering the Financial Education offering.
  • Delivering presentations and workshops that align with company incentives.
  • Supporting general marketing and social media activities.
  • Supporting local community engagement and helping to profile the good causes the company supports.
  • Ad-hoc activities as requested by Leadership Team.
  • Wiliness to learn.
  • Help with ad-hoc duties as and when required.


Skills & Qualifications

  • Competence in IT skills including Microsoft Office.
  • An enthusiastic individual with great communication skills.
  • A background in a Business Development Role or Marketing and Communications would be preferable.


TMM Recruitment INDOS

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