Remote Financial Coach and Client Advisor

Lever, Inc.; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Company pension scheme

Private Medical Insurance

Home office furniture allowance

Job summary

Moneybox is seeking a role focused on lead contact for customers through their advice journey. You’ll listen, answer questions, build trust and gather information to help clients meet their goals via our advice service.

You’ll manage relationships across the initial to ongoing advice experience, acting as the primary contact for questions, updates, and changes, ensuring a fantastic customer experience. This is a remote role within the UK.

Qualifications

• RO4 is mandatory, alongside either RO1 or a level 3 certificate attained within 6 months of joining
• Excellent communication and engagement skills, particularly over the phone and via video calls
• Able to build strong and collaborative relationships, with customers and colleagues
• Comfortable with technology, using it to support your customer conversations, able to pick up and learn how to follow new processes quickly
• Highly organised, able to meet deadlines, multi-task and manage competing priorities during the day
• Experience in a customer facing role within financial services
• Driven and passionate about helping people meet their financial goals, awareness of Consumer Duty and a genuine instinct for good customer outcomes
• Experience working in a regulated environment, delivering high levels of customer service within a risk controlled framework
• Good knowledge of UK pensions, ISAs & investment products - their benefits, risks and tax treatment.

Responsibilities

• Relationship management: be the first contact for advised customers and build trust
• Information collection: listen, understand goals, collect and validate data for advice
• Support customer action: provide implementation support and accountability for advised outcomes
• Embracing change: use technology to manage customer relationships and improve processes
• Professionalism and diligence: maintain CPD and adhere to policies for safe, compliant service

Skills

Communication

Relationship building

Tech-savvy

Organization

Customer service

Regulated environment

UK pensions/ISAs

Financial services

Education

RO4 compliance

Level 3 certificate

Tools

CRM systems

Video conferencing

Job description

Moneybox is seeking a role focused on lead contact for customers through their advice journey. You’ll listen, answer questions, build trust and gather information to help clients meet their goals via our advice service.

You’ll manage relationships across the initial to ongoing advice experience, acting as the primary contact for questions, updates, and changes, ensuring a fantastic customer experience. This is a remote role within the UK.