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- Tasks: Build a new coaching function and deliver personalised financial guidance.
- Company: Join My Money Matters, an award-winning fintech trusted by the NHS.
- Benefits: Remote work, competitive salary, and a chance to make a real impact.
- Why this job: Founding opportunity to shape financial wellbeing for hundreds of thousands.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2+ years experience required.
- Other info: Dynamic team with 98% employee engagement and excellent growth potential.
The predicted salary is between 36000 - 60000 £ per year.
My Money Matters - Award-winning financial wellbeing platform trusted by the NHS.
As the first dedicated holistic Money Coach, you will build a new coaching function from the ground up for a mission-driven platform serving hundreds of thousands of users. You will deliver personalized guidance on pensions, tax, and investments, creating the scalable frameworks and digital processes that define the future of financial wellbeing.
Location: Remote, UK
Why this role is remarkable:
- Founding opportunity to build a holistic coaching function from scratch at a fast-growing, 70-person fintech with 98% employee engagement.
- Join the 2023 Investors in People UK Employer of the Year, currently expanding from a dominant public sector position into the private market.
- Transition from sales-heavy financial services to a pure guidance role focused on genuine impact, leveraging AI and modern tools to scale your expertise.
What you will do:
- Deliver 1-to-1 and group coaching sessions covering the full personal finance spectrum, from first-home savings to complex retirement planning.
- Design and iterate scalable coaching frameworks, scripts, and processes that maintain a personal touch while utilizing AI technology.
- Present educational webinars and consumer-facing events to engage diverse audiences and guide them toward appropriate financial product solutions.
The ideal candidate:
- Holds a Level 4 Diploma in Regulated Financial Planning (or equivalent) with 2+ years of experience in financial advice or coaching.
- Demonstrates a deep understanding of UK taxation, pensions, and investment principles with the ability to simplify complex concepts for lay audiences.
- Possesses an entrepreneurial mindset with a track record of building client relationships and converting engagement into positive financial outcomes.
Money Coach at My Money Matters employer: Jack & Jill/External Ats
Contact Detail:
Jack & Jill/External Ats Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Money Coach at My Money Matters
✨Tip Number 1
Network like a pro! Reach out to people in the financial coaching space, attend webinars, and join relevant groups. You never know who might have a lead on that perfect Money Coach role!
✨Tip Number 2
Show off your skills! Create a personal brand online by sharing insights on pensions, tax, and investments. This not only showcases your expertise but also attracts potential employers to you.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by simulating coaching sessions. This will help you articulate your approach and demonstrate your ability to simplify complex concepts.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals ready to make an impact in financial wellbeing. Your next big opportunity could be just a click away!
We think you need these skills to ace Money Coach at My Money Matters
Some tips for your application 🫡
Show Your Passion for Financial Wellbeing: When writing your application, let your enthusiasm for financial wellbeing shine through. We want to see how much you care about helping others achieve their financial goals, so share any personal experiences or motivations that drive you.
Tailor Your Application: Make sure to customise your CV and cover letter for the Money Coach role. Highlight your relevant experience in financial advice or coaching, and don’t forget to mention your Level 4 Diploma in Regulated Financial Planning if you have it. We love seeing how your skills align with our mission!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and complex language. Instead, focus on communicating your ideas simply and effectively, especially when discussing your understanding of UK taxation, pensions, and investments.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team at My Money Matters!
How to prepare for a job interview at Jack & Jill/External Ats
✨Know Your Stuff
Make sure you brush up on your knowledge of UK taxation, pensions, and investment principles. Be ready to explain complex concepts in simple terms, as this will show your ability to connect with clients and make financial advice accessible.
✨Showcase Your Coaching Skills
Prepare to discuss your previous coaching experiences and how you've helped clients achieve their financial goals. Think of specific examples where you’ve made a genuine impact, as this will highlight your suitability for building a new coaching function.
✨Embrace the Entrepreneurial Spirit
Since this role involves building something from scratch, be ready to share your ideas on how you would design scalable coaching frameworks. Show your entrepreneurial mindset by discussing any past experiences where you’ve taken initiative or innovated in your previous roles.
✨Engage with the Mission
Familiarise yourself with My Money Matters' mission and values. During the interview, express your passion for financial wellbeing and how you can contribute to their goal of making a positive impact on users’ lives. This will demonstrate that you’re not just looking for a job, but are genuinely invested in their mission.