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Financial Guidance Coach

Job type:Permanent
Location:Dublin
Sector:Banking & Financial Services
Salary:Negotiable
Consultant:Sophie McNamee
Publish date:2/27/2025
Job ID:3013692_1740653985

Job Title: Financial Guidance Coach

Location: Dublin (Flexible Working Options Available)

Company Overview:

Our client is a leading Financial Services brokerage in Dublin, renowned for its holistic approach to financial well-being. They pride themselves on offering comprehensive, personalised solutions that empower individuals and organisations to make informed financial decisions. With a strong focus on education and customer care, they help their clients achieve financial confidence and security, ensuring long-term success for both individuals and businesses.

About the Role:

We are currently looking for a Financial Guidance Coach to join this forward-thinking team. In this role, you will deliver impactful educational sessions to employees of client organisations, guiding them on a range of financial topics including budgeting, savings, investments, retirement planning, and more. You will play a pivotal role in improving the financial literacy of individuals and helping them navigate their personal financial journeys.

Key Responsibilities:

  • Deliver engaging and informative financial education sessions to employees of clients.
  • Offer personalised financial guidance and advice on topics such as budgeting, saving, investing, and retirement planning.
  • Empower individuals to take control of their financial future through education and actionable insights.

What We're Looking For:

  • APA qualified
  • Strong passion for financial education and helping others improve their financial well-being.
  • Excellent communication and presentation skills, with the ability to explain complex financial concepts in a simple and reputable way.
  • Experience in financial services.

What's in it for you?:

  • Competitive salary with a leading benefits package.
  • Flexible working options
  • Long-term growth opportunities
  • Comprehensive training and development opportunities to help you continue to grow in your career.

If you're passionate about financial education and want to make a difference in the financial well-being of others, this is the role for you!

Meet Your Consultant
Sophie McNamee