Personal Financial 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

The Personal Financial Coach serves as the primary point of contact for individuals seeking personal financial guidance and support. The role involves assisting employees of Corporate Clients as well as existing Wealth at Work clients. The successful candidate will represent Wealth at Work in a helpful, polite, and professional manner while supporting both new business opportunities and ongoing client relationships.

Preferred but not essential qualifications are a Level 4 Diploma in Regulated Financial Planning or equivalent