Financial Coach

About Moneybox:

• Moneybox has a mission to give everyone the means to get more out of life.
• They are an award-winning platform helping nearly two million people build wealth.
• The company culture is collaborative, inclusive, and driven by technology.

About the role:

• You will be the lead contact for customers throughout their advice journey.
• You'll listen, answer questions, build trust, and collect needed information.
• You play a key role in growing the advice service and are the first point of contact.

What you'll be doing:

• Manage customer relationships and provide implementation support.
• Identify customer needs and articulate the value of advice.
• Support customer action by answering questions and ensuring good outcomes.