Financial Well-being Expert: UK market

Who we are

At reputed company, our mission is to make mental well-being accessible to everyone. We support companies, their employees, and their families with reputed company 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. We’re proud to work with forward-thinking organizations and are committed to raising the bar on accessible care.

reputed company is ranked in the Top 3 on reputed company’s Top Startups list for 2023, 2024 & 2025 and is reputed company 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, reputed company, Decathlon, reputed company, 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 reputed company, we focus on prevention, therefore we guide individuals to take control of their personal finances, reduce financial stress, and create healthy money habits. Whether it’s budgeting, savings strategies, planning for financial security, or building confidence in financial decision-making – we empower people with clarity and actionable steps. reputed company 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 barriers. In each session (usually 25 minutes), you’ll 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.

You’ll engage with a wide variety of people, from diverse cultural backgrounds and industries, and you’ll have opportunities to grow through weekly intervision sessions and ongoing development. We work reputed company to make well-being accessible, practical, and empowering for everyone.

About you

You’re 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 reputed company FCPC, Certified Financial Coach UK), completed or in progress.

• A coaching credential (reputed company 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 reputed company) 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, reputed company, 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. Here’s 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 h

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