Financial Well-being Expert: UK market
OpenUpMental Health company
London, United KingdomMid
Smartfin
Rubio Impact Ventures
Achmea Innovation Fund
Finance
About the role
TL;DR
Provide coaching on personal finance, budgeting, and financial well-being to UK clients.
- •OpenUp is seeking entrepreneurial, purpose-driven Financial Well-being Experts to guide individuals in taking control of their personal finances, reducing stress, and building healthy money habits.
- •You will provide coaching, not financial product advice, through planned and on-demand video consultations.
- •Key Responsibilities Guide clients in setting clear, achievable financial goals.
- •Provide actionable steps for budgeting, savings strategies, and financial security planning.
- •Empower individuals to build skills and autonomy in financial decision-making.
- •Conduct 25-minute video consultations focused on goal-oriented support.
- •Engage with a diverse range of clients from various backgrounds and industries.
- •Requirements BA degree in Finance, Economics, or Business Administration.
- •Minimum 2+ years of experience in 1:1 consulting, financial advisory, or coaching on personal finance.
- •UK Level 4 financial planning qualification or an accredited financial coaching qualification.
- •Strong working knowledge of the UK personal finance landscape.
- •Excellent English communication skills.
Required skills
FP&ABudgeting
Nice-to-have skills
Coaching
Domain expertise
fintechhealthcare
