£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:...