Financial Education Presenter (Workplace Pensions & Benefits)

Financial Education Presenter (Workplace Pensions & Benefits)

We are looking for a Financial Education Presenter to present on Workplace Pensions and Benefits to a range of clients, with the aim of reducing the ‘Advice Gap’ and creating leads for financial planners.

The ideal candidate will work remotely and be based in the Midlands, with the ability to travel.

Key Accountabilities Include

  • Presenting financial education on workplace pensions and other benefits to employees of Corporate Clients.
  • Providing financial education to those who fall into the ‘Advice Gap’.
  • Creating, amending, and revising presentations as necessary, in order present financial education effectively.
  • Coordinating with Corporate and Private Client departments to deliver the best service for clients.
  • Managing the delivery of Financial Education to the client ensuring that it is engaging and applicable to the audience and the clients’ requirements.
  • Encouraging clients to speak to Financial Planners when presenting.
  • Keeping up to date with developments in training by reading relevant journals, going to meetings and attending relevant courses.
  • Professional Growth: Commitment to engage in a career-long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions.
  • Be a strong advocate for the Radiant Financial Group on all products.

Person Specification


  • Must have a proven record of success within presenting on workplace pensions and benefits.
  • Must understand all Principal products and business unit operations.

Skills / Personal Attributes

  • Excellent communication, presentation, analytical, and organisational skills.
  • Must be able to work independently and with a team.
  • Ability to travel up to 75% of the time, possibly overnight.

Salary of £35,000 – £40,000 

Job Title

Financial Education Presenter (Workplace Pensions & Benefits)



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