Financial Coach - Fully Remote, Training Provided

Do you want to have a positive societal impact? How about helping people make sense of their money and make better financial decisions? What about inspiring people to take action and make meaningful changes?

If you are energised by any of the above, we have a place for you on our journey to transform 1 million lives.

Becoming a Financial Coach with Octopus MoneyCoach is a flexible, rewarding and meaningful way to develop your self employed career whilst also helping others to achieve financial peace of mind.

We’ll guide you through a 6 week training program that, upon completion, will enable you to work with us as an accredited self employed financial coach, using the support of our brand, HQ and technology to support your clients.

Our training programme is the first in the UK to be formally accredited by some of the best known external bodies in the personal finance industry including the London Institute of Banking and Finance, and the Initiative for Financial Wellbeing. Octopus MoneyCoach is also an associate member of the Personal Finance Society.

We are part of the entrepreneurial Octopus Group, and sister company of Octopus Energy. We are already making great progress on our mission to transform a million lives, we have helped thousands of people on their financial journey and we hope you can play a role in helping thousands more!

What is financial coaching?

Financial coaches help people to understand money and key financial concepts so that they are able to make better decisions that will help them to identify and progress towards their key life goals.

Our powerful planning tool and bespoke services allow our coaches to show how achievable those goals could be if they managed their money more effectively.

Whether it’s budgeting, savings, investments, pensions, mortgages or life insurance, you can help and empower people to tackle their personal finances in the same way a personal trainer encourages their clients to hit their physical goals.

Coaches don’t recommend products nor rely on hidden commissions. They simply get paid for their time, ensuring that the interests of you and your clients are always aligned.

Like all forms of coaching, financial coaching is not a regulated activity. However, as a business we are FCA regulated and are committed to helping coaches to provide their services professionally and to the highest standard.

How will I work?

As a self employed financial coach, you will work from home, helping clients mainly via phone and video chat (including screen share).

You’ll build your bank of clients from within your own community and existing personal and professional networks. In addition, you can choose to receive bookings from employees at companies where Octopus MoneyCoach is offered as an employee benefit including Sony, Experian and MoneySuperMarket, just to name a few

Your hours and earnings will depend on your availability, your success helping your clients achieve their goals, and the level of demand you and Octopus MoneyCoach can generate.

What training do you offer?

We offer a comprehensive training, mentoring, and development programme. The training programme is fully remote and typically takes 6-8 weeks dedicating 20 hours a week.

The training is a combination of online learning (all things personal finance), and practical coaching training.

If accepted onto the training programme you will be assigned a mentor who will guide you through the programme, ensuring you learn all the necessary financial information and soft coaching skills to set you up for success from the start.

During training you are not paid until accreditation, but it doesn't cost you anything other than time. All we require is that you can dedicate a minimum of 20 hours per week for the training programme.

While you’re a trainee you’ll be able to offer clients 50% off our usual subscription fee. This allows you to sign a handful of real life clients to gain experience with, and allows you to put your training into practice immediately. Once accredited you will keep 100% of those earnings.