Digital Customer Coach

4 months ago

Barnsley, United Kingdom Lifetime Financial Management Full time

**Who are we?**
We are a long-established Financial Management business, with our Head Office in Barnsley South Yorkshire. We are passionate about helping people make the correct decisions with their money based on their individual circumstances and wishes.

We believe everyone should have access to financial planning, no matter how big or small their life goals are. This is why our digital service is the heart of the business.

**The role?**
Being a Lifetime Coach means you are the clients first point of contact and that no two days will be the same. Everyone is unique, therefore so are the financial plans. It’s important that within being a Lifetime Coach, is that you understand what each individual person would like to achieve within their future; from buying a first home, financially helping their children, or thinking about retirement. By finding this information out we can help make their wishes become a reality by creating a financial plan allowing the client to see how the decisions they make today will impact their future.

If successful, you will join the team of existing coaches, who support each other to deliver a first-class service to help clients tackle their personal finances. We believe the right person for this role can build strong relationships over the phone or though Zoom/ Teams, and can bring new, exciting ideas to the business as well as having a passion to help others.

We offer a full training program therefore no financial knowledge is needed.

**Skills**
- Excellent time management
- Willingness to learn and try new things - new ideas are welcome
- Good communication and presentation skills
- Collaborator who works well as part of a team
- An organised person who pays good attention to detail
- Being a great listener to a client’s story, along with being able to ask the right questions at the right time

**Company Values**
- Communication
- Innovation
- Integrity
- Ownership
- Team

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£24,000.00 per year

**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

**Experience**:

- Retail sales: 1 year (preferred)
- Customer Service: 5 years (preferred)

Work Location: In person

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