Financial Coach & Customer Guidance Specialist
Listed on 2026-10-09
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Finance & Banking
Banking & Finance, Bank Customer Service -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Moneybox is building a new kind of advice service and is seeking a proactive customer advisor who will lead clients through the advice journey. You will listen, ask questions, build trust and collect information to help people meet their financial goals.
You’ll provide non-advised coaching when required and support customers with technology-enabled processes, ensuring a high standard of service and a positive outcome for clients.
Our team is growing, and we are hiring a Financial Coach & Customer Guidance Specialist in United Kingdom.
Join Moneybox and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Financial Coach & Customer Guidance Specialist role at Moneybox, based in United Kingdom.
We are looking to fill the Financial Coach & Customer Guidance Specialist position at Moneybox in United Kingdom.
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