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Financial Services Professional

2 months ago

Liverpool, Liverpool, United Kingdom Search Full time

Job Summary:

The Personal Financial Coach provides a critical service and is an initial point of contact for clients seeking guidance or advice. This role is varied, interesting, professionally and financially rewarding, and offers an introduction to a meaningful career where personal development is highly encouraged.

Key Responsibilities:

  • Liaise with existing clients, handling queries relating to management of their personal wealth
  • Provide guidance on all aspects of the customers' financial circumstances, such as company share schemes and current and previous occupational and private pension schemes
  • Liaise with existing clients handling technical queries in matters relating to the management of their personal wealth
  • Liaise with in-house professional investment advisers in order to provide clients with support
  • Be passionate and demonstrate behaviours 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
  • And many more benefits

About the Company:

Search is an equal opportunities recruiter and welcomes applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation, or age.