Personal Financial Coach
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-01-27
Listing for:
WEALTH at work
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales, Banking & Finance
Job Description & How to Apply Below
The Person al Financial Coach serves as the primary point of contact for individuals seeking personal financial guidance and support. The role involves assisting employees of Corporate Clients as well as existing Wealth at Work clients. The successful candidate will represent Wealth at Work in a helpful, polite, and professional manner while supporting both new business opportunities and ongoing client relationships.
Preferred but not essential qualifications are a Level 4 Diploma in Regulated Financial Planning or equivalent
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