Financial Wellbeing Consultant
CurrentDelivery of financial education and wellbeing to police officers/ staff across all ranks within the territory of the East Midlands and Yorkshire, with a focus on understanding of and options of the various DB pension schemes, via workplace presentations, from new joiners through to retiring members. Excellent ability to be flexible in delivery, from 1 hour presentations through to 2 day pre retirement courses looking at pensions in-depth, including DC schemes and investments. Always… Show more Delivery of financial education and wellbeing to police officers/ staff across all ranks within the territory of the East Midlands and Yorkshire, with a focus on understanding of and options of the various DB pension schemes, via workplace presentations, from new joiners through to retiring members. Excellent ability to be flexible in delivery, from 1 hour presentations through to 2 day pre retirement courses looking at pensions in-depth, including DC schemes and investments. Always maintaining a professional face-to-face route to market.Experienced in ascertaining wellbeing needs of clients and selling appropriate products and services in a consultative approach. Excellent communication skills as responsible for maintaining effective relationships with key influencers and introducing new business opportunities. Worked collaboratively with marketing colleagues to optimise customer choice via multi channel approaches such as email campaigns, webinars and promotional events. Project delivery experience with intermediaries, developing an employee benefits platform. Knowledge of employee benefits and tax/national insurance impacts. Show less