Intelligent People
Freelance Financial Wellbeing Consultant
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Location: London / Remote Engagement: Contract, approximately 2–3 days per month Day Rate: c. £625 per day Commitment: Ongoing, ad hoc engagements
The Opportunity
We are looking for an experienced Financial Wellbeing Consultant / Financial Adviser / Financial Planner to join a small network of associates supporting the delivery of corporate financial wellbeing programmes.
This is a flexible, ongoing opportunity ideally suited to an experienced financial services professional who enjoys working with people and presenting financial topics in an accessible and engaging way.
You will represent the business with corporate clients, delivering remote financial wellbeing webinars and attending occasional on-site employee wellbeing days in London.
This is not a regulated financial advice role. During individual employee conversations, your role will be to understand their needs at a high level, identify whether professional financial advice may be appropriate, and refer them to a Financial Adviser where required.
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What You'll Be Doing
- Delivering remote financial wellbeing webinars to employees of corporate clients.
- Presenting pre-prepared content on financial topics including pensions and investments.
- Attending corporate client offices for financial wellbeing or "surgery" days.
- Holding 1-to-1 conversations with employees about their financial needs and questions.
- Identifying where an employee may benefit from regulated financial advice and referring them to the appropriate adviser.
- Representing the brand professionally with employees and corporate clients.
- Participating in onboarding and rehearsal sessions ahead of your first webinar.
About You
We are looking for someone who:
- Has significant previous experience as a Financial Adviser / Financial Planner / Wealth Adviser or in a similar financial services role.
- Has strong knowledge of personal finance, pensions and investments.
- Is confident presenting to groups and explaining financial topics clearly.
- Is personable, approachable and comfortable speaking with employees on a 1-to-1 basis.
- Has a polished and professional communication style.
- Can credibly represent a financial services brand in front of corporate clients.
- Is comfortable working on a flexible, ad hoc basis.
- Is based in or around London, or comfortable travelling into London for client engagements.
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Engagement
The business is looking to build a small network of approximately 2–3 associates who can support engagements on an ongoing basis.
Work is expected to average around 2–3 engagements per month, although specific dates will depend on client demand. Webinars will be delivered remotely, while corporate wellbeing days will predominantly take place at client offices in and around London.
The anticipated day rate is approximately £625 per day.
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