Financial Services Professional

1 week ago


Liverpool, Liverpool, United Kingdom Search Full time
Personal Financial Coach Role

Search is seeking a skilled Personal Financial Coach to join our team. As a key member of our financial services team, you will provide expert guidance and support to clients in managing their personal wealth.

Key Responsibilities:
  • Liaise with existing clients to handle queries related to the management of their personal wealth.
  • Provide guidance on all aspects of clients' financial circumstances, including company share schemes and pension schemes.
  • Liaise with in-house professional investment advisers to provide clients with support.
  • Be passionate and demonstrate behaviors in line with the Company's ethos, vision, and key principles.
Benefits:
  • A competitive basic salary with the opportunity to earn additional bonus.
  • A great office atmosphere.
  • Outstanding training and development opportunities, including industry qualifications.
  • Full training and support given.
  • No restriction on earnings potential.
  • The chance to join a progressive and ever-expanding firm with clear career development.
  • Work in a friendly environment with happy and loyal customers.
  • Regular staff events.
  • 25 days holiday.
  • Cycle to work scheme.


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