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For Companies At a Glance
- Tasks: Deliver holistic money coaching and develop scalable frameworks for financial guidance.
- Company: Join My Money Matters, a leader in financial wellbeing with a mission to empower everyone.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Be the first Money Coach and shape the future of financial coaching across the UK.
- Qualifications: FCA-regulated qualification and 2+ years in financial advice or coaching required.
- Other info: Dynamic startup environment with a focus on innovation and personal development.
The predicted salary is between 36000 - 60000 £ per year.
Most of us feel out of our depth when it comes to our finances. My Money Matters solves this through financial guidance, goal-planning tools and exclusive products, so we can all achieve life goals faster. We aspire to be there at every financial stage of life; from saving for a first home to planning for retirement. Join us to build the future of financial wellbeing for everyone.
We are looking for an ambitious Money Coach to help us build our holistic money coaching function from scratch as we expand our impact with users across the UK.
The role
As Money Coach, you will be our first hire specifically for holistic money coaching. You will help build the holistic coaching capability from the ground up, initially delivering all coaching sessions yourself whilst developing the processes and frameworks that will enable us to scale.
- Coaching delivery and development: Deliver holistic money coaching sessions covering savings, pensions, protection, tax and broader financial goals, whilst iterating and refining the coaching process to maximise member confidence and product conversions.
- Service innovation: Develop coaching frameworks, scripts and processes that can scale, identifying opportunities to leverage AI tooling and technology to enhance efficiency whilst maintaining the personalised approach that builds trust.
- Product conversion: Guide users towards appropriate financial products based on their needs and goals, tracking conversion metrics and refining your approach to increase take-up of our range of propositions.
The right person
- You will be a qualified financial professional who is excited to help evolve our coaching function and has the entrepreneurial mindset to thrive.
- FCA-regulated financial advice qualification (Diploma in Regulated Financial Planning or equivalent) with 2+ years' experience in financial advice or coaching.
- Strong understanding of UK taxation, pensions and investments, insurance and financial planning principles.
- Ability to engage audiences with experience in webinars, presentations and other consumer-facing events.
- Entrepreneurial self-starter comfortable building a new user experience.
- Track record of building client relationships and converting engagement into positive financial outcomes.
- Natural process thinker who can develop scalable frameworks and coaching approaches from scratch.
- Enthusiasm for leveraging AI and tooling to enhance coaching delivery and build efficient systems.
- Exceptional communicator able to explain complex financial concepts in simple, engaging ways for diverse audiences.
Money Coach (Financial Services) in London employer: My Money Matters
Contact Detail:
My Money Matters Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Money Coach (Financial Services) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Money Coach role. Attend industry events, webinars, and workshops to meet potential employers and showcase your expertise.
✨Tip Number 2
Show off your skills! Create a portfolio or a personal website that highlights your coaching sessions, frameworks you've developed, and any success stories from your previous roles. This will give potential employers a taste of what you can bring to the table.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common coaching scenarios. This will help you articulate your approach to holistic money coaching and demonstrate your ability to engage with clients effectively.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are genuinely interested in joining our mission to enhance financial wellbeing. Tailor your application to show how your experience aligns with our goals and values.
We think you need these skills to ace Money Coach (Financial Services) in London
Some tips for your application 🫡
Show Your Passion for Financial Wellbeing: When writing your application, let your enthusiasm for financial coaching shine through! We want to see how you can help others achieve their financial goals and why you're excited about building our coaching function from the ground up.
Tailor Your Experience: Make sure to highlight your relevant experience in financial advice or coaching. We’re looking for someone with a strong understanding of UK taxation, pensions, and investments, so don’t hold back on showcasing your qualifications and achievements!
Be Clear and Engaging: Remember, we need exceptional communicators! Use simple, engaging language to explain your past experiences and how they relate to the role. This will show us that you can break down complex concepts for our users.
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 to shape the future of financial wellbeing!
How to prepare for a job interview at My Money Matters
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around UK taxation, pensions, and investments. Being able to explain complex concepts in simple terms will show that you can engage with clients effectively.
✨Show Your Coaching Skills
Prepare to demonstrate your coaching abilities during the interview. Think of examples where you've successfully guided clients towards their financial goals, and be ready to discuss how you would develop coaching frameworks from scratch.
✨Be an Entrepreneurial Spirit
This role is all about building something new, so highlight your entrepreneurial mindset. Share experiences where you've taken initiative or innovated in previous roles, especially in financial services.
✨Engage and Connect
Practice your presentation skills and think about how you can make your interview engaging. Whether it's through storytelling or interactive discussions, showing that you can connect with diverse audiences will set you apart.