Financial Coach - Cardiff - £30k-£35k

£30,000 - £35,000 yearly
  • Recruit UK
  • Cardiff, UK
  • 17/06/2022
Full time Trainee / Apprentice

Job Description

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


  • Competitive salary of up to £35,000
  • Increase on salary after probation
  • Great commission structure
  • Full training and development program
  • Client book and leads provided
  • Hybrid working
  • Progress to Financial Planner, if desired

Skills and experience required:

  • Diploma in Financial Planning or equivalent
  • Strong motivation to become a Financial Coach and/or Financial Planner
  • Good communication skills
  • Technical knowledge of financial planning

About Recruit UK:

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. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Cardiff on a Financial Coach role.