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- Tasks: Guide employees in achieving financial wellness and build strong client relationships.
- Company: Leading financial advisory firm based in Liverpool with a focus on employee support.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in people's financial lives while growing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning or equivalent; strong interpersonal skills required.
- Other info: Join a dynamic team dedicated to empowering individuals financially.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial advisory firm in Liverpool is seeking a Personal Financial Coach to assist employees seeking financial guidance. The successful candidate will support Corporate Clients and existing customers in a professional manner while engaging in new business opportunities and maintaining client relationships.
Preferred qualifications include a Level 4 Diploma in Regulated Financial Planning or an equivalent qualification. Strong interpersonal skills are essential for this role.
Employee Financial Wellness Coach in Liverpool employer: WEALTH at work
Contact Detail:
WEALTH at work Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Financial Wellness Coach in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial coaching. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your interpersonal skills during interviews. Remember, as a Financial Wellness Coach, building relationships is key. Share examples of how you've successfully engaged with clients in the past.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Employee Financial Wellness Coach in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience and qualifications, especially your Level 4 Diploma in Regulated Financial Planning. We want to see how your skills align with the role of a Personal Financial Coach!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your interpersonal skills and explain why you’re passionate about helping others with their financial wellness. Let us know what makes you the perfect fit for our team.
Showcase Your Experience: When detailing your past roles, focus on experiences that demonstrate your ability to maintain client relationships and engage in new business opportunities. We love seeing real examples of how you've made a difference!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at WEALTH at work
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around employee financial wellness. Be ready to discuss concepts from your Level 4 Diploma in Regulated Financial Planning and how they apply to real-world scenarios.
✨Show Off Your Interpersonal Skills
This role is all about building relationships, so be prepared to demonstrate your strong interpersonal skills. Think of examples where you've successfully engaged with clients or colleagues, and be ready to share those stories.
✨Research the Company
Get to know the financial advisory firm you're interviewing with. Understand their values, services, and client base. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations with clients. Practice your responses to common scenarios in financial coaching, focusing on how you would provide guidance and support while maintaining professionalism.
