Graduate Financial Coach

Recruiter
INSTANT IMPACT
Location
United Kingdom
Salary
From £22,000 to £25,000 per annum
Posted
09 Oct 2017
Closes
07 Nov 2017
Sector
Education
Contract Type
Permanent
Hours
Full Time
The Company:

Our client is the UK's most innovative financial planning service, they are on a mission to make financial planning easy and useful for everyone (not just the well-off). As a Financial Coach you'll be able to help thousands of your clients achieve financial peace of mind.

The Role:

This is a unique opportunity to make financial planning accessible and engaging by joining a new team of fantastic Financial Coaches within a fast-paced, forward thinking FinTech company .

Financial Coaching is an exciting new way to fast-track a career in Financial Advice, made possible through innovative technology and training programmes. Within weeks you will be building financial plans for your clients and achieving exceptional client satisfaction scores.

The role offers a fantastic route to various career paths, from becoming a fully fledged financial adviser, to leadership and coaching roles, or learning the entrepreneurial skills needed to run your own firm. Within 2 years, you could be a fully qualified financial adviser with a broad range of useful life skills and extensive client coaching experience.

Previous financial experience would be helpful, but motivation to learn is an accepted alternative!


Responsibilities:

?Build lasting relationships with people who would like ongoing financial guidance, providing a 12 month coaching service or matching them with a local IFA.

?Understand people's goals and motivations... would your client like to start a family, support their child through university, give them a helping hand with a house deposit... or simply make sure they can afford to retire comfortably... what is really important to them?

?Build and deliver financial plans to help them to achieve these goals

?Create these financial plans using the company's proprietary technology and market-leading approach to client satisfaction

?You will learn about financial strategy and how to explain complex concepts, such as investment strategy, pension planning, mortgage application and insurance needs, simply and clearly.

?You will also build business relationships with highly-rated financial firms across the UK.

Requirements

?A deep desire to make a difference to 1000s of people's' lives

?Exceptional leadership and empathy skills, demonstrated through voluntary work, previous roles or extra-curricular activities

?A strong academic background, with 2:1 or higher from a leading university

?Familiarity with investing, pensions and mortgages or a strong motivation to learn

?Comfort building relationships through any media - phone, email, video chat or face to face

?Strong ability to work under your own initiative, and as part of a team

?Strong time management, organisation and attention to detail

Training & Development:
You don't need to already be a financial whizz kid to be a financial coach. You will be taught everything you need to know about pensions, investments, mortgages and insurance. Further to this financial support is given for gaining formal Financial Advice qualifications. After 2-3 years, you'll have both the necessary qualifications, and the hands-on client-management experience, to either pursue a managerial role within the organisation, or a role as an Independent Financial Adviser.

Duration: Permanent

Location: Teddington (South West London)

Salary: Competitive

Start Date: ASAP


This job was originally posted as www.milkround.com/job/76734719