Greg

Education Content Manager @My Money Matters

Leeds, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

Education Content Manager @My Money Matters

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GB

Solely responsible for producing all educational content and webinars, ensuring alignment with industry standards and audience needs.Collaborate on product testing and development of in-house tools, to enhance user experience and decision-making.Act as internal subject matter expert, providing guidance on financial strategies and innovations.

SKILLS

Personal Tax PlanningPensionsSippOrganizational DevelopmentCapital Gains TaxPortfolio ManagementSales ManagementPublic SpeakingCorporate FinanceFinancial PlanningPrivate SectorInheritance Tax PlanningFinancial ServicesTaxEvent ManagementState Tax PlanningRetirement PlanningProject ManagementPublic SectorFinancial AdvisoryEmployee BenefitsProfessional Development SeminarsSeminarsRelationship ManagementSeminar MarketingFinanceStrategic Financial PlanningWealth ManagementDefined ContributionSipDefined BenefitInvestmentsManagement

ABOUT GREG

Dynamic financial education leader with a proven track record of transforming complex topics into actionable insights. At My Money Matters, I\'ve climbed from Financial Education Coach to Senior Financial Education Coach, and now spearhead as Education and Content Manager—serving as the organisation\'s go-to expert on all things finance.In my journey, I\'ve crafted and delivered high-impact presentations on pensions, savings, investments, protection, wills, inheritance tax, and mortgage planning. As Senior Coach, I took ownership of our webinar ecosystem, creating over 70+ tailored sessions while ensuring rigorous upkeep and compliance to keep our content cutting-edge and regulatory-sound.Being an instrumental team member of the rebrand from AVC Wise to My Money Matters was a pivotal milestone: I architected the new framework, orchestrated seamless customer transitions, and built foundational elements such as education pillars and financial health checks to empower users with personalised financial wellness tools.Today, I own all education and content production for webinars, while collaborating on product testing, in-house development (including SCAVC-focused innovations), and more. Passionate about demystifying finance, I\'m committed to driving engagement and results through strategic, user-centric content. Let\'s connect to explore how we can elevate financial literacy together!

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Greg — Education Content Manager at My Money Matters in Leeds, GB | Unifers