Financial Services Professional

7 days ago


Liverpool, Liverpool, United Kingdom Search Full time

Unlock Your Financial Potential

This is an exciting opportunity for individuals with outstanding customer service and communication skills to develop their career within the financial services sector. The company values graduates with relatable degrees (Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement in a buoyant market.

The Personal Financial Coach plays a critical role in providing guidance and advice to clients, handling queries related to the management of their personal wealth. This role is varied, interesting, and professionally rewarding, offering an introduction to a meaningful career where personal development is highly encouraged.

Key Responsibilities:

  • Liaise with existing clients to address their financial concerns and provide tailored guidance.
  • Offer expert advice on all aspects of clients' financial circumstances, including company share schemes and pension schemes.
  • Develop strong relationships with clients to understand their financial goals and provide personalized support.

What We Offer:

  • A competitive salary with an excellent benefits package.
  • A full-time, permanent contract with opportunities for career advancement.
  • Outstanding training and development opportunities to enhance your skills and knowledge.

Join Our Team:

As a Personal Financial Coach, you will be part of a dynamic team dedicated to helping individuals achieve their financial goals. If you are passionate about delivering exceptional customer service and have a keen interest in financial services, we encourage you to apply for this exciting opportunity.



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