Financial Coach – Fully Remote, Training Provided

Location Remote
Flex Type Remote
Role Basis Contract / Interim
Company Octopus MoneyCoach

Are you looking for a more meaningful career? Do you want to have a life-changing impact on people across the UK? Are you passionate about helping others learn and achieve their goals?

Financial coaching is one of the most rewarding and flexible ways to further your career, by helping people achieve financial peace of mind.

Octopus MoneyCoach is the UK’s leading provider of financial coaching and we’re looking for inspiring individuals to join our 6-week training program to get certified as a self-employed financial coach and join our team.

We are part of the entrepreneurial Octopus Group, and sister company of Octopus Energy. We are on a 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 explore their life goals, and show them how affordable they could be if they managed their money more effectively. After completing our bespoke training and mentorship programme, Coaches make personal financial topics simple, engaging and exciting.

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, we are committed to helping coaches to provide their services professionally and to the highest standard.

How will I work?

As an Octopus MoneyCoach 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 requires 40 – 80 hours, depending on experience. It is fully remote and typically takes 6 weeks.

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, but it doesn’t cost you anything other than time. All we require is that you can dedicate around 25 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. In order to cover the costs of the training course we’ll keep 100% of the subscription fees from clients you sign up while you are a trainee.


You don’t need to be a financial whizz to apply to be a financial coach. We will teach you everything you need to know about personal finance – from pensions and investments, to mortgages and insurance, and anything else.

However, you do need to have an inquisitive mind, you should be comfortable with numbers and have an interest in personal finance, and an exceptional desire to make a positive difference to peoples’ lives.

You will have:

– The ability to commit a minimum of 20 hours per week to training and practicing as an coach once accredited
– A deep desire to make a positive impact, perhaps evidenced through voluntary work
– At least 2+ years experience in professional roles
– Exceptional empathy and influencing skills
– Familiarity with investing, pensions and mortgages – or at least a strong interest in learning
– Comfortable building relationships through any media – phone, email, video chat or face to face
– The ability to work under your own initiative, and as part of a team
– Excellent time management, organisation and attention to detail
– Either degree level educated, qualified through financial bodies (CeMAP, ICA etc) or equivalent experience demonstrating an ability to understand complex ideas

You must be able to work from home in a quiet environment, with good webcam, phone and internet access.

What’s in it for me?

Financial coaching allows you to develop and use a wide set of skills to change lives for the better, all the while working remotely and flexibly as your own boss.

As an experienced accredited financial coach you’ll have many possible future career paths – either with Octopus or elsewhere in the financial services industry. You might focus on building your coaching business, or you could transition to leadership and mentorship roles with Octopus. If you’d like to become a fully fledged financial adviser down the line, your experience working with clients would be an invaluable asset.

You will earn an annual fee for each client you take on. Successful coaches earn around £46,000 p.a after they have built up their client base.

You will be paid monthly through your own limited company or as a sole trader. Currently, average earnings for a year 1 coach working 30+ hours per week is approx. £25,000 to £30,000. Year 2 average is £30,000 to £40,000. In addition, we’re looking to introduce additional opportunities for coaches to increase their earnings in the near future.

How do I get involved?

Stage 1 – submit an application. Top tip – please ensure to state why you are interested – it’s important to show you are truly motivated in becoming a coach.

Stage 2 – The next stage is a longer, written application with some key competencies to show you have the attributes that make a great coach.

Stage 3 – If successful you will be invited to a 1:1 competency based interview and a live webinar with the coaching team where you can ask questions and get a feel for the training.

Stage 4 – Offer and contracts!

Application deadline: 15th March
Training start date: 5th April

If this start date isn’t suitable, please still register your interest. We have intakes of trainee coaches every month.

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