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- Tasks: Deliver holistic money coaching sessions and develop scalable coaching frameworks.
- Company: Join My Money Matters, a leader in financial wellbeing solutions.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real difference in people's financial lives while building a new coaching function.
- Qualifications: Qualified financial professional with 2+ years of experience in advice or coaching.
- Other info: Be part of an innovative team focused on enhancing financial literacy across the UK.
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
- Qualified Financial Professional with FCA‑regulated financial advice qualification (Diploma in Regulated Financial Planning or equivalent) and 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) 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)
✨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 lookout for a Money Coach role. Attend industry events, webinars, or even local meet-ups to make new contacts and get your name out there.
✨Tip Number 2
Show off your skills! Create a personal brand that highlights your expertise in financial coaching. Share insights, tips, and success stories on social media or a blog to demonstrate your knowledge and attract potential employers.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common questions you might face as a Money Coach. Focus on how you can build trust with clients and explain complex financial concepts in simple terms.
✨Tip Number 4
Don't forget to apply through our website! We’re always looking for passionate individuals to join our team. Make sure your application stands out by tailoring it to showcase how you can help us build our holistic money coaching function.
We think you need these skills to ace Money Coach (Financial Services)
Some tips for your application 🫡
Show Your Passion for Financial Wellbeing: Let us see your enthusiasm for helping others with their finances! Share personal experiences or stories that highlight your commitment to financial wellbeing and how you can make a difference as a Money Coach.
Tailor Your Application: Make sure to customise your CV and cover letter to reflect the specific skills and experiences mentioned in the job description. We want to see how your background aligns with our mission at My Money Matters!
Highlight Your Coaching Experience: Since you'll be building our coaching function from scratch, it's crucial to showcase any previous coaching or mentoring roles you've had. Tell us about your approach and how you've successfully guided others in their financial journeys.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity to join our team!
How to prepare for a job interview at My Money Matters
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of UK taxation, pensions, and investments. Be ready to discuss how these elements play a role in holistic money coaching. The more confident you are in your expertise, the better you'll connect with the interviewers.
✨Showcase Your Coaching Skills
Prepare to demonstrate your coaching abilities during the interview. Think about how you can explain complex financial concepts in simple terms. You might even want to role-play a coaching session to show how you engage and build trust with clients.
✨Be an Entrepreneurial Spirit
Since this role involves building a new coaching function from scratch, highlight your entrepreneurial mindset. Share examples of how you've innovated or improved processes in previous roles. This will show that you're not just a follower but a leader who can drive change.
✨Embrace Technology
Discuss your enthusiasm for leveraging AI and technology in coaching. Prepare examples of how you've used tech tools to enhance efficiency or improve client experiences. This will demonstrate that you're forward-thinking and ready to help evolve their coaching function.