Personal Financial Coach - Liverpool, United Kingdom - Search Consultancy
Description
My client based in Liverpool City Centre is looking to recruit Personal Finance Coaches on a permanent basis.The working hours can be flexible working a 40 hour week between the hours of 7am and 7pm to suit.
The basic salary is also supported by a generous bonus scheme which is paid monthly.
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.
- Liaising with existing clients, handling queries relating to management of their personal wealth
- Liaising with investment advisors in order to provide support
- Diary and activity management on behalf of investment advisors
- Overseeing the timely preparation and delivery of reports to clients with set SLA's
- Strong written and verbal communication skills
- Customer focused attitude
- Ability to work to deadlines
- Time management
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