Financial Coach

My Money Matters; Greater London; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Remote working within the UK

Home office budget

Annual leave 25 days (+ up to 5 purch)

Birthday off

Collaborative team bonus

Pension scheme

Perkbox salary sacrifice

Medical cashback scheme

Enhanced parental leave

Team connection

Job summary

My Money Matters is seeking a dynamic educator to guide members through budgeting, retirement planning, and salary optimization. You will deliver online 1:1s, host workshops, and collaborate with the content team to craft actionable, contextual guidance supported by our AI coach Max.

You will help shape the coaching function and reach across digital and offline formats, including webinars and on-site sessions, with travel as part of the role.

Qualifications

• A great presenter with engaging communication across topics.
• Qualified or experienced in a financial qualification, or relevant workplace experience.
• Customer-oriented with satisfaction from helping people achieve financial goals.
• Enthused by new ideas and a modern approach to financial guidance.
• Resilient and upbeat across many sessions in a day.
• Interested in AI to help build Max, the AI coach.

Responsibilities

• Deliver online 1:1 meetings, webinars, and short-form content.
• Lead on-site pension workshops and retirement preparation sessions.
• Brainstorm content ideas with the team and shape guidance.
• Present on camera and script/film short-form content with the content team.

Skills

Presenter skills

Customer oriented

Tech-savvy

Education

Financial qualification (or working towards)

Job description

Money stress is the biggest productivity killer in the workplace - My Money Matters exists to change that. We're building an app that improves employees' finances automatically every pay day - giving them financial tools that directly improve their financial health with less effort.

Every pay day is an opportunity to build better money habits. We make it easy. Employees can accelerate retirement savings with tax-efficient pension top-ups, build a safety net effortlessly with auto savings, or access their already-earned salary ahead of pay day for emergencies.

For employers, fewer employees with money worries means more focus on work. We're trusted by major organisations including the NHS, and we're growing fast.

The role

You will be the face of My Money Matters’ education for our members, helping them make the most of their salary. You’ll cover topics from budgeting to retirement planning both online (1:1s, webinars, short form) and offline (wellness days, workshops).

You will be a valuable and vocal contributor to the shape of our guidance. Working alongside the content team, you’ll take part in regular brainstorms, giving your input as the subject matter expert.

We are pioneering a modern approach to content and engagement. No reams of generic advice about every topic under the sun. Instead, we make actionable, contextual guidance delivered only when it’s needed - supported by Max, our AI coach. You’ll be a key part of driving forward a coaching function that contributes to improving the financial outcomes of our members.

In a typical week you might cover:

• A handful of online 1:1 meetings - covering topics like debt or pensions
• An on-site pension workshop - a two-hour session prepping employees for retirement
• Brainstorming session - coming up with the next big content idea with the whole team
• Presenting on camera - working with our content team to script and film short-form

On sites are key to our education, you can expect travel to be part of the role, expenses covered.

The right person

If this sounds like you, we’d love to chat:

• A great presenter - bright, positive, knowledgeable and engaging across a range of topics
• Qualified or experienced - you hold, or are working towards, a financial qualification, or have relevant workplace experience
• Customer-oriented - you get satisfaction from helping people achieve financial goals
• Enthused by new ideas - you’re excited to build a modern approach to financial guidance
• Resilient - as upbeat and engaging in the tenth session of the day as the first
• Tech‑savvy - interested in AI to help build Max, our friendly AI coach and colleague

Nice to have

• Knowledge of the Local Government Pension Scheme (LGPS) and shared‑cost AVCs

This is a remote‑first role with some expectation for travel to London

Benefits

• Remote working within the UK
  Work remotely from anywhere in the UK, giving you flexibility to work where you perform at your best.
• Home office budget
  Receive a £200 annual budget to help you set up and improve your home working space.
• Annual leave
  25 days’ annual leave, increasing with tenure, plus the option to purchase up to 5 additional days each year.
• Birthday off
  Take your birthday off, because everyone deserves time to celebrate properly.
• Collaborative team bonus
  For non‑commission roles, you’ll be part of our collaborative team bonus scheme, recognising shared success across the business.
• Pension scheme
  Access to our pension scheme.
• Perkbox salary sacrifice schemes
  Access salary sacrifice schemes through Perkbox, including car leasing, gym memberships and tech purchases.
• Medical cashback scheme
  Helping with everyday healthcare costs.
• Enhanced parental leave
  Support during important life moments.
• Team connection
  Regular opportunities to connect as a team, including our annual Summer Conference.