Employee Financial Wellness Coach

WEALTH at work; Liverpool; On-site; GBP 28,000 - 36,000; Full time

Job summary

A leading financial advisory firm in Liverpool is seeking a Personal Financial Coach to assist employees seeking financial guidance. The successful candidate will support Corporate Clients and existing customers in a professional manner while engaging in new business opportunities and maintaining client relationships. Preferred qualifications include a Level 4 Diploma in Regulated Financial Planning or an equivalent qualification. Strong interpersonal skills are essential for this role.

Qualifications

• Preferred qualifications include a Level 4 Diploma in Regulated Financial Planning or equivalent.

Responsibilities

• Serve as the main contact for individuals seeking personal financial guidance.
• Assist employees of Corporate Clients and existing Wealth at Work clients.
• Represent the firm professionally while supporting new business opportunities.

Education

Level 4 Diploma in Regulated Financial Planning or equivalent

Job description

A leading financial advisory firm in Liverpool is seeking a Personal Financial Coach to assist employees seeking financial guidance. The successful candidate will support Corporate Clients and existing customers in a professional manner while engaging in new business opportunities and maintaining client relationships. Preferred qualifications include a Level 4 Diploma in Regulated Financial Planning or an equivalent qualification. Strong interpersonal skills are essential for this role.