Financial Coach

Job not on LinkedIn

🔥 41 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🇬🇧 UK Skilled Worker Visa Sponsor

This company has sponsored UK Skilled Worker visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Moneybox

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Moneybox is a financial services company dedicated to helping individuals turn their money into something greater. By providing a comprehensive app that consolidates saving, investing, home-buying, and retirement services, Moneybox aims to simplify financial planning for everyone, no matter their starting point. Their mission extends beyond wealth accumulation to empower users to pursue their life goals and enjoy their financial journey today and in the future.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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