Financial Coach

🕒 vor 29 Tagen

🇬🇧 Vereinigtes Königreich – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💸 Finanzplanung und Analyse (FP&A)

🇬🇧 UK-Skilled-Worker-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit UK-Skilled-Worker-Visa gesponsert.

👻 Geisterscore 12%

Was es bedeutet: die Wahrscheinlichkeit, dass für diese Stelle niemand wirklich einstellt.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

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Moneybox

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

💼 Beratung

🛡️ Versicherung

💸 Finanzen

Consulting • Insurance • Finance

Bei Moneybox helfen wir Ihnen, Ihr Geld in etwas Größeres zu verwandeln.

Beschreibung

• Serve as the lead contact for customers throughout their advice journey • Listen to customers, answer questions, build trust and collect information needed to support their financial goals • Act as a Moneybox ambassador and help customers feel comfortable with financial services • Grow the advice service and serve as first point of contact for advised customers • Build and maintain relationships throughout the ongoing advice experience • Handle customer questions, information updates and changes in circumstances • Listen to customers, identify their needs and support good customer outcomes • Identify customers who need advice and clearly articulate the value of advice • Provide implementation support and personal accountability to help customers act on recommended plans • Provide updates and interventions prompted by the advice engine and CRM technology • Explain options, recommendations and next steps to customers • Identify new advice needs and escalate cases to a Financial Adviser • Use technology to manage customer relationships and adopt new processes • Test new technology and processes, identify what works, and share insights with the wider team • Maintain professional knowledge, complete CPD and meet qualification requirements • Follow company policies and procedures to protect customers and deliver good outcomes • Provide non-advised financial coaching services when required • Participate in QA huddles and learning sessions, escalations and teamwork during standard UK business hours

🎯 Anforderungen

• RO4 is mandatory, alongside either RO1 or a level 3 certificate in Financial Services (or equivalent), attained within 6 months of joining if not already in place • Excellent communication and engagement skills, particularly over the phone and via video calls; able to deal with customer objections and complaints effectively • Able to build strong and collaborative relationships with customers and colleagues • Comfortable with technology and able to learn new processes quickly • Highly organised, able to meet deadlines, multitask and manage competing priorities • Experience in a customer-facing role within financial services • Driven and passionate about helping people meet their financial goals • Awareness of Consumer Duty and a genuine instinct for good customer outcomes • Experience working in a regulated environment, delivering high levels of customer service within a risk-controlled framework • Good knowledge of UK pensions, ISAs and investment products, including benefits, risks and tax treatment • Regulated Diploma in Financial Planning or equivalent level 4 qualification (desirable) • Knowledge and background in financial advice (desirable) • Experience leading customer-focused change projects (desirable) • Excellent knowledge of Moneybox (desirable) • Interest in machine learning and AI applications for customer experience (desirable) • Must be based within the UK • Visa sponsorship is not available; overseas applications cannot be considered • Must complete agreed annual CPD and achieve minimum qualification requirements • Subject to satisfactory pre-employment checks, including criminal record and adverse credit history checks

🏖️ Vorteile

• Company pension scheme • Company bonus scheme • Home office furniture allowance • Personal Annual Learning and Development budget • Private Medical Insurance • Health Cash Plan – cashback on everyday healthcare like dental and opticians • Cycle to work scheme – spread the cost of a new bike and accessories • CycleSaver – save on bike-share subscriptions and have a more sustainable commute • Wellhub subscription to a variety of gyms and wellbeing apps • Enhanced parental pay & leave • 25 days holiday + bank holidays with additional days added with length of service • Hybrid policy includes 2 days from the London office and 3 from home (general company policy) • Opportunity to join a fast-growing, award-winning and ambitious company • Friendly, collaborative and inclusive company culture

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