Personal Financial Coach
Role Description & Overview
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
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Key Details
- Date Posted: 19 Oct 2026
- Location: liverpool
- Employment: Permanent
- Workplace: Hybrid
- Specialism: Bio & Pharmacology & Health
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