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 adam.molyneux@search.co.uk

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.