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- Tasks: Guide individuals in personal finance and support their financial goals.
- Company: Wealth at Work, a leader in financial coaching and support.
- Benefits: Flexible hours, competitive pay, and opportunities for professional growth.
- Why this job: Make a real difference in people's financial lives while building your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning preferred but not essential.
- Other info: Join a supportive team focused on client success and personal development.
The predicted salary is between 36000 - 60000 £ per year.
The Personal 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.
Personal Financial 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 Personal Financial Coach in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Personal Financial Coach role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial coaching roles and practice your responses. We want you to shine and show off your expertise in personal finance.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your experience and success stories in financial coaching. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are passionate about joining Wealth at Work. It shows initiative and enthusiasm, which we really appreciate.
We think you need these skills to ace Personal Financial Coach in Liverpool
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for personal finance shine through. We want to see how much you care about helping others achieve their financial goals!
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Personal Financial Coach role. We love seeing how your background fits with what we do at Wealth at Work.
Be Professional Yet Approachable: In your written application, strike a balance between professionalism and friendliness. We’re looking for someone who can connect with clients while maintaining a professional demeanor.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your journey with us.
How to prepare for a job interview at WEALTH at work
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around personal finance topics. Be ready to discuss concepts like budgeting, investments, and retirement planning. This will show that you’re not just a people person but also a financial whiz!
✨Showcase Your Communication Skills
As a Personal Financial Coach, you'll need to explain complex financial concepts in simple terms. Practice articulating your thoughts clearly and confidently. Maybe even role-play with a friend to get comfortable with potential client scenarios.
✨Demonstrate Empathy and Patience
Clients may come to you feeling overwhelmed about their finances. Highlight your ability to listen and empathise with their situations. Share examples from your past experiences where you’ve helped someone navigate their financial challenges.
✨Research Wealth at Work
Familiarise yourself with Wealth at Work’s services and values. Understanding their approach to client relationships will help you align your answers with what they’re looking for. It shows genuine interest and preparation, which can set you apart from other candidates.
