Financial Wellbeing Coach
6 months ago
**Job Title**: Financial Wellbeing Coach
**Department**: Digital Wellbeing
**Location**: Dodworth, Barnsley
**Reports To**: Digital Experience Manager
**Summary**:
**Responsibilities**:
- Provide excellent customer service to clients by answering questions, resolving issues, and providing guidance on the planning process.
- Work with clients to understand their financial goals and develop a financial plan to achieve those goals.
- Deliver financial plans to clients, including their goals and aspirations for the future.
- Build and maintain relationships with clients.
- Other duties as assigned.
- Trained in-house by us on processes, repeated throughout the year with relevant updates
- Fully trained in on software we use (Prestwood, Screenpal, Intelligent Office)
- Working within a thriving department based around customer relationships
- Comfortable working with other departments to showcase the work output
- Confident on webinars and video calls
- Actively involved in meetings and in person collaboration.
**Qualifications**:
- 1-2 years of experience in customer service.
- Minimum 2 years sales experience
- Strong understanding of customer service principles and best practices.
- Excellent communication and interpersonal skills.
- Ability to build and maintain relationships with clients.
- Ability to work independently and as part of a team.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Excellent customer service skills.
- Willingness to travel.
**Desirable**:
- Basic financial knowledge or background
- Knowledge of budgeting and personal finance
**Benefits**:
- Company events
- Company pension
- Flexitime
- Gym membership
- On-site parking
- Sick pay
**Schedule**:
- 8 hour shift
- Flexitime
- Monday to Friday
**Supplemental pay types**:
- Bonus scheme
**About us**:
We offer a supportive financial wellbeing programme which helps people to fully understand their finances, take control of their lives, and make good financial decisions today, tomorrow and in the future.
**Job Types**: Full-time, Permanent
**Salary**: £22,000.00-£25,000.00 per year
**Benefits**:
- Flexitime
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus scheme
**Experience**:
- Retail sales: 1 year (preferred)
- Customer Service: 1 year (preferred)
Work Location: In person
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