Personal Financial Coach
| Posting date: | 12 September 2024 |
|---|---|
| Salary: | £25,000.00 per year |
| Hours: | Full time |
| Closing date: | 12 October 2024 |
| Location: | Liverpool, Merseyside, l3 9sj |
| Remote working: | On-site only |
| Company: | Search Consultancy LTD |
| Job type: | Permanent |
| Job reference: | Req/645520_1726149191 |
Summary
Personal Financial Coach
- Liverpool City Centre
- Salary - Competitive Salary w/ Excellent Benefits Package
- Hours - Monday to Friday, 9am - 5pm
- Full time, permanent contract
- Outstanding training and development opportunities
This is an exciting position for those with outstanding customer service and communication skills and a keen interested in developing their career within the financial services sector. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement within a buoyant market.
The Personal Financial Coach provides a critical service and are an initial point of contact for their clients, seeking guidance or advice, the role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged.
As a Personal Financial Coach, you will be tasked with:
- Liaising with existing clients, handling queries relating to management of their personal wealth
- Providing guidance on all aspects of the customers financial circumstances, such as company share schemes and current and previous occupational and private pension schemes
- Liaising with existing clients handling technical queries in matters relating to the management of their personal wealth
- Liaising with in house professional investment advisers in order to provide clients with support
- Being passionate and demonstrating behaviours in line with the Company's ethos, vision and key principles
The benefits of this role include:
- A competitive basic salary with the opportunity to earn additional bonus
- A great office atmosphere
- Outstanding training and development opportunities including industry qualifications
- Full training and support given
- No restriction on earnings potential
- The chance to join a progressive and ever expanding firm with clear career development
- Work in a friendly environment with happy and loyal customers
- Regular staff events
- 25 days holiday
- Cycle to work scheme
- + much more!a
If this is a role that you would be interested in applying for then please email your CV to adam.molyneux@search.co.uk
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.