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My Money Matters

Financial Coach

My Money Matters

. Deliver financial education to members on topics including budgeting and retirement planning .

Posted 10/30/2026full-timeRemote • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in delivering financial education and guidance, with a focus on budgeting and retirement planning. Engages effectively with diverse audiences through presentations, workshops, and content creation, while leveraging technology and AI to enhance learning experiences.

Highest-signal resume keywords
Financial QualificationPresentation SkillsCustomer OrientationKnowledge of Local Government Pension SchemeTech-Savvy

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial EducationBudgetingRetirement PlanningContent CreationWorkshop Facilitation
Soft Skills
EngagingPositive AttitudeResilienceMotivational
Tools & Technologies
AI Coaching ToolsWebinar Platforms
Industry Keywords
Local Government Pension SchemeShared-Cost AVCsFinancial Guidance

About the role

Key responsibilities & impact
  • Deliver financial education to members on topics including budgeting and retirement planning
  • Conduct online one-to-one sessions, webinars and short-form content
  • Deliver offline wellness days and workshops, including on-site pension workshops
  • Contribute subject-matter expertise to content-team brainstorms
  • Help shape actionable, contextual financial guidance
  • Support development of the coaching function and AI coach Max
  • Present on camera and collaborate with the content team to script and film short-form content
  • Travel to company sites and London for education activities

Requirements

What you’ll need
  • Qualified or working towards a financial qualification, or relevant workplace experience
  • Great presenter: bright, positive, knowledgeable and engaging across a range of topics
  • Customer-oriented and motivated by helping people achieve financial goals
  • Enthusiastic about developing a modern approach to financial guidance
  • Resilient and able to remain upbeat and engaging across multiple sessions
  • Tech-savvy and interested in AI
  • Willingness and ability to travel to London and other sites
  • Knowledge of the Local Government Pension Scheme (LGPS) and shared-cost AVCs is nice to have
  • Right to work in the UK
  • Covering letter required

Benefits

Comp & perks
  • Remote working within the UK
  • Home office budget of £200 annually
  • 25 days’ annual leave, increasing with tenure
  • Option to purchase up to 5 additional annual leave days each year
  • Birthday off
  • Collaborative team bonus scheme for non-commission roles
  • Pension scheme
  • Perkbox salary sacrifice schemes, including car leasing, gym memberships and tech purchases
  • Medical cashback scheme
  • Enhanced parental leave
  • Regular team connection opportunities, including an annual Summer Conference
  • Travel expenses covered