Financial Well-being Expert UK market

Who we are

At OpenUp 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. Were proud to work with forward-thinking organizations and are committed to raising the bar on accessible care.

OpenUp is ranked in the Top 3 on LinkedIns Top Startups list for& 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 McDonalds.

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 OpenUp we focus on prevention therefore we guide individuals to take control of their personal finances reduce financial stress and create healthy money habits. Whether its 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 each session (usually 25 minutes) youll 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.

Youll engage with a wide variety of people from diverse cultural backgrounds and industries and youll 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

Youre 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 DipPFS LIBF DipFA 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 MacOS 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. Heres 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.

Next steps

Inspired to be part of OpenUp Wed love to hear your story. Apply via our website and well get in touch soon.

If you have questions please visit our FAQ page or reach out directly.

At OpenUp 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 youre ready to OpenUp 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.