Personal Finance Coach

5 days ago


Canterbury, Kent, United Kingdom Powered by Verve Full time
Empower Women to Achieve Financial Freedom

We are seeking a highly motivated and enthusiastic individual to join our team as a Financial Adviser/Trainee Financial Adviser. As a key member of our team, you will play a vital role in helping women across the UK achieve their financial goals and aspirations.

About the Role

As a Financial Adviser/Trainee Financial Adviser, you will work closely with our experienced team to provide expert advice and guidance to clients. You will be responsible for building relationships with clients, understanding their financial goals and objectives, and developing tailored plans to help them achieve their aspirations.

Key Responsibilities
  • Building a client base through marketing and public relations activities
  • Providing expert advice and guidance to clients on personal finance matters
  • Learning and passing degree-level exams to achieve a compulsory qualification (Diploma in Regulated Financial Planning)
  • Working collaboratively as part of a team to deliver exceptional client service
Requirements

To succeed in this role, you will need:

  • A strong interest in personal finance and a willingness to learn
  • Excellent communication and interpersonal skills
  • The ability to work collaboratively as part of a team
  • Strong organizational and time management skills
What We Offer

In return for your hard work and dedication, we offer:

  • A competitive salary of £25,000 - £35,000 per annum
  • Opportunities for professional development and training
  • A supportive and collaborative team environment
  • The chance to make a real difference in people's lives


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