Personal Financial Coach

Personal Financial Coach

• Liverpool City Centre
• Salary - Competitive Salary w/ Excellent Benefits Package
• Hours - Monday to Friday, 9am - 5pm
• Full time, permanent contract
• Outstanding training and development opportunities

This is an exciting position for those with outstanding customer service and communication skills and a keen interested in developing their career within the financial services sector. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement within a buoyant market.

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

As a Personal Financial Coach, you will be tasked with:

• Liaising with existing clients, handling queries relating to management of their personal wealth
• Providing guidance on all aspects of the customers financial circumstances, such as company share schemes and current and previous occupational and private pension schemes
• Liaising with existing clients handling technical queries in matters relating to the management of their personal wealth
• Liaising with in house professional investment advisers in order to provide clients with support
• Being passionate and demonstrating behaviours in line with the Company's ethos, vision and key principles

The benefits of this role include:

• 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
• + much more!a

If this is a role that you would be interested in applying for then please email your CV to

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