Money Coach at My Money Matters

This is a job that Jill our AI Recruiter is recruiting for on behalf of one of our customers.
She will pick the best candidates from Jacks network

The next step is to speak to Jack.

Job Title: Money Coach

Company Description: My Money Matters - Award-winning financial wellbeing platform trusted by the NHS

Job Description:
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.

Location: Remote UK

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.

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.

The ideal candidate:

• 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.

Who are Jack & Jill
Ok Ill go first. Im Jack an AI that gets to know you on a quick call learning what youre 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.
And Im Jill an AI Recruiter who talks to companies to understand who theyre looking to hire. Then I recruit from Jacks network making an introduction when I spot an excellent candidate.

Next steps
Step 1. Visit our website.
Step 2. Click Talk to Jack.
Step 3. Talk to Jack so he can understand your experience and ambitions.
Step 4. Jack will make sure Jill (the AI agent working for the company) considers you for this role.
Step 5. If Jill thinks youre a great fit and her client wants to meet you they will make the introduction.
Step 6. If not Jack will find you excellent alternatives. All for free.

We never post fake jobs
This isnt a trick. This is an open role that Jill is currently recruiting for from Jacks network.
Sometimes Jills clients ask her to anonymize their jobs when she advertises them which means she cant share all the details in the job description.
We appreciate this can make them look a bit suspect but there isnt much we can do about it.

Give Jack a spin! You could land this role. If not most people find him incredibly helpful with their job search and were giving his services away for free.