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Latest Jobs

17/06/2022
Full time
£30,000 - £35,000 yearly
Recruit UK Cardiff, UK
Job Title: Financial Coach Industry:  Financial Planning Location: Cardiff Salary: £30,000 - £35,000 Job reference: 15901 Job Description: Recruit UK are working on an excellent opportunity for Financial Coach in Cardiff to join a Financial Planning. This successful financial planning firm are looking to grow their team of Financial Coach, who work alongside the experienced Financial Planners to offer tailored advice to clients across Wales. You will be offering suitable advice available to clients, as well as identifying appropriate boarder needs and introducing them to other specialists within the firm. You will be responsible for: Provide telephone or ‘virtual’ based support to clients, that is provided Deliver suitable, personalised coaching or goal-based advice Identify when a client requires specialist advice Manage and reach individual KPI’s, set by management Benefits:...