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
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
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

FCA-regulated financial advice qualification (Diploma in Regulated Financial Planning or equivalent) or actively working towards it 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

Financial Coach

Key skills