At a Glance
- 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.
- Other info: Be part of an innovative team focused on enhancing financial literacy across the UK.
- 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.
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
My Money Matters is an exceptional employer dedicated to fostering financial wellbeing across the UK. With a strong emphasis on employee growth, we offer a dynamic work culture that encourages innovation and collaboration, allowing you to shape our holistic money coaching function from the ground up. Join us in making a meaningful impact while enjoying the benefits of working with a supportive team that values your expertise and entrepreneurial spirit.
StudySmarter Expert Advice🤫
We think this is how you could land Money Coach (Financial Services)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like My Money Matters. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Money Coach (Financial Services)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to My Money Matters.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on My Money Matters's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at My Money Matters
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with My Money Matters.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at My Money Matters will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former My Money Matters employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
