At a Glance
- Tasks: Empower individuals to improve their financial health through coaching and actionable steps.
- Company: Join OpenUp, a top startup focused on accessible mental well-being.
- Benefits: Freelance contract, diverse team, training opportunities, and a culture of collaboration.
- Other info: Exciting growth phase with opportunities for personal and professional development.
- Why this job: Make a real impact on people's financial resilience in a dynamic environment.
- Qualifications: BA in Finance or related field, 2+ years experience in financial coaching, UK Level 4 qualification.
The predicted salary is between 29700 - 36300 £ per year.
At Open Up, our mission is to make mental well-being accessible to everyone.
We support companies, their employees, and their families with proactive and practical mental health services.
Through our platform, clients can access 1:1 check-ins, online courses, articles, videos, group sessions, mindfulness practices, and a team of committed experts.
We believe that mental and physical well-being are deeply connected.
With Lifestyle Experts focusing on nutrition, exercise, and sleep, we offer a truly holistic approach that helps people take ownership of their health.
We’re proud to work with forward-thinking organizations and are committed to raising the bar on accessible care.
Open Up is ranked in the Top 3 on Linked In’s Top Startups list for 2023, 2024 & 2025 and is still growing.
We are expanding our international teams and we are searching for like-minded talent.
We are already helping over 2000+ (international) companies and 550K+ employees, e. g.
Rituals, Deloitte, Decathlon, KPMG, and Mc Donalds.
About the assignment
To fuel our growth, we are looking for entrepreneurial, purpose-driven experts who share our vision of making health and well-being direct, approachable, and impactful.
At Open Up, we focus on prevention, therefore we guide individuals to take control of their personal finances, reduce financial stress, and create healthy money habits.
Whether it’s budgeting, savings strategies, planning for financial security, or building confidence in financial decision-making – we empower people with clarity and actionable steps.
Please note we offer coaching, not financial product advice.
We offer planned and on-demand video consults seven days a week, ensuring people can access support when they need it most – no long waits, no barriers.
In each session (usually 25 minutes), you’ll help clients set clear, achievable financial goals and guide them toward meaningful first steps.
Our mission is to help people build skills and autonomy, so they feel confident to continue their journey independently.
Many clients find they gain what they need in just a few focused conversations – thanks to your structured, goal-oriented support.
You’ll engage with a wide variety of people, from diverse cultural backgrounds and industries, and you’ll have opportunities to grow through weekly intervision sessions and ongoing development.
We work together to make well-being accessible, practical, and empowering for everyone.
About you
You’re passionate about helping people improve their financial health and resilience.
You enjoy working in a dynamic, fast-paced environment and are eager to contribute to a meaningful mission.
We welcome experts who meet the following criteria
- BA degree in Finance, Economics, or Business Administration.
- Minimum 2+ years’ experience providing 1:1 consulting, financial advisory, or coaching on personal finance, budgeting, or financial well-being.
- A UK Level 4 financial planning qualification (CII Dip PFS, LIBF Dip FA, or CISI Level 4) or an accredited financial coaching qualification (Octopus Money, Wise Monkey FCPC, Certified Financial Coach UK), completed or in progress.
- A coaching credential (ICF or ILM Level 5+) is a plus.
- Strong working knowledge of the UK personal finance landscape and confident guiding clients within it.
- Strong English communication skills (written and spoken) and confident in delivering consultations in English.
- Tech-savvy, with a self-reliant approach to digital platforms and systems.
- You have a laptop/computer with Windows 11, OR Mac OS Sonoma 14, AND an antivirus turned on in your device.
- Entrepreneurial, proactive, and open to continuous learning.
- A team player who thrives independently and takes ownership of personal and professional growth.
- A natural connector: you create a safe, supportive space for clients and act decisively to help them move forward.
- You live the “practice what you preach” mindset, showing integrity and reflection in how you approach both clients and colleagues.
- What you can expect
Join us at a time of exciting growth, where your expertise and ideas are valued. Here’s what you can expect:
- A freelance contract for an agreed amount of hours per week.
- A diverse and international team with expertise in psychology, health, lifestyle medicine, and financial well-being.
- A culture of reflection, collaboration, and continuous improvement.
- Weekly check-ins, intervision sessions, and skill-building opportunities.
- Two dedicated training half-days each year to reflect on your practice and develop your skills further.
At Open Up, everyone is welcome to apply regardless of age, gender, background, nationality, or any other characteristic.
What matters to us is high performance, a real drive to make an impact and the ambition to become the European market leader.
If you’re ready to Open Up, join us!
We may use artificial intelligence (AI) tools to streamline parts of our recruitment process.
These tools assist our recruitment team but do not replace human judgement.
All hiring decisions are made by humans.
If you would like more information about how we use AI in the process, please contact us.
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Financial Well-being Expert: UK market employer: OpenUp
OpenUp is an exceptional employer that champions flexibility and personal growth, making it an ideal choice for freelance financial well-being coaches. With a strong emphasis on autonomy and accessible care, you will have the opportunity to make a meaningful impact on clients' lives while benefiting from ongoing development and supportive training sessions. Join a dynamic team that values your expertise and fosters a culture of empowerment and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Well-being Expert: UK market
✨Tap into Online Freelance Networks
Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.
✨Connect with Finance Communities
Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
✨Show Off Your Knowledge
Create a public portfolio showcasing your projects or case studies related to financial controlling. Consider writing articles or blogs about finance trends or strategies, which can help establish your credibility and attract new clients.
✨Leverage Local Meetups
Keep an eye out for finance meetups or workshops in your area. They’re perfect for networking and can often lead to freelance opportunities. Plus, having that face-to-face connection can set you apart from the competition when clients are choosing who to hire.
We think you need these skills to ace Financial Well-being Expert: UK market
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like OpenUp.
Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and OpenUp time down the line. It shows you’re professional and ready to jump into negotiations.
Personalise your application:Don’t just send a generic application to OpenUp. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.
How to prepare for a job interview at OpenUp
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at OpenUp will want to see your numbers dance!
✨Prepare to Discuss Financial Strategies
Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to OpenUp. We should also think about discussing risk management, as it'll show you're thinking ahead.
✨Tailor Your Portfolio for Freelance Success
As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing OpenUp.
✨Pitch Your Services Confidently
When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into OpenUp's needs. Confidence in pitching your worth can go a long way!
