Personal Financial Coach - Liverpool, United Kingdom - Search Consultancy

Search Consultancy

Verified Company

Liverpool, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.

The main duties and responsibilities include

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

Essential skills