• Please mention Financial Planning Jobs service when you apply •

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. 

RECRUIT UK

Recruit UK is a specialist recruitment firm for the financial services industry throughout the UK. We operate at the top end of the market identifying candidates in the best 30% of talent for leading financial services providers of all sizes.

We combine traditional values with a modern approach that embraces technological advances to maximise the value we offer to our clients. Our team is packed with seasoned Financial Services professionals who will use their backgrounds to deliver exactly the right candidate or career progression that you are looking for.

Contact us on 01179-450450, for a confidential discussion on your next step. 

 • Please mention Financial Planning Jobs when you apply •

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:...