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.
This job is no longer actively hiring. Talk to Jack to find live roles.
Money Coach at My Money Matters
Are you a qualified financial professional tired of the sales-heavy side of traditional finance? My Money Matters, the award-winning financial wellbeing platform trusted by the NHS, is looking for its first dedicated Money Coach to build their holistic coaching function from the ground up. This is a rare greenfield opportunity to shape the frameworks and digital processes for a platform serving hundreds of thousands of users. If you have a Diploma in Financial Planning and a passion for making financial confidence accessible to everyone, this remote-first role offers the chance to lead a new function at one of the UK’s top-rated employers.
Want to apply for this role?
This role is no longer actively hiring, but Jack can still help you discover similar open roles that fit.
Location
Remote (United Kingdom)
Compensation
Not Disclosed
Company
My Money Matters
Role overview
Finance
My Money Matters is a financial wellbeing platform that partners with employers in the NHS, local government, and private sector to provide tailored financial education, coaching, resources, and products such as Shared Cost AVC schemes, webinars, one-to-one sessions, financial health checks, and retirement planning tools to enhance employees' financial security and wellbeing.
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.
Who this is a fit for
- 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.
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.
How Jack & Jill work together
I get to know what you’re great at, then find roles you’d never find yourself.Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.
I recruit from Jack’s network and make the intro when I spot a great match.And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.
Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.
Meet Jack
What happens next?
Jack’s an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack’s network.
If your profile’s a match and My Money Matters wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.