Financial Coach

Location – Working from home (Office is in London, UK)
Salary Range – Dependant on depth of experience
Work Authorisation – UK Work authorisation required (no visa sponsorship)
Experience – 3+ years experience working within financial advice industry


The business, founded August 2019, is a London based and product-led fintech with a bold ambition to create a platform that drives a forceful and lasting change in the way society manages money.

Aiming to hit the market with a new product ‘Claro’ in early 2021, Claro is a ‘Digital Financial Coach’ and community, that empowers users to make smarter investment decisions every day. With the purpose of helping users develop a ‘smart money mindset’ to achieve personal ambitions.

Role Description:

This is an excellent opportunity to be involved in developing a unique financial service and product which aims to provide financial coaching to customers and improve their financial knowledge.

Your role will be critical in ensuring the service enables people to make their own financial decisions confidently and have the ability to create and implement their own financial plan.

You will have the opportunity to help develop the strategy for the service and work with a team of highly talented creative professionals aiming to make a lasting difference in the world.

The business, founded August 2019, is a well-funded, London based and product-led fintech with a bold ambition to create a platform that drives a forceful and lasting change in the way society perceives and engages with their money, worldwide.

Over the next 2 years, we will launch a D2C product in the UK and expand to Europe, that will help overcome the information barrier for retail clients.

Key Responsibilities:

Primary role will be to provide a Financial Coaching service to clients across a variety of financial planning areas (Pensions, Investments & Savings, Protection, Mortgages, Budgeting, Money management, Estate planning)
Produce accurate meeting notes following each call
Take part in marketing activities to promote the service and brand
Keep up to date on new industry developments and research the market to ensure that knowledge is current
Keep up to date with financial products and legislation and comply with all industry rules and regulations

Key Skills and Experience:

3+ years experience in financial services specifically in a financial advice environment
Qualified to a minimum Level 4 Diploma in Financial Planning (or close to achieving)
Client facing experience desirable
Personable, empathetic and friendly
Able to communicate with people from all backgrounds with confidence
Able to build strong customer relationships
Thrive working cross-functionally with disciplines from operations to design and growth to finance
Excellent verbal and written communication. Experience interfacing at all levels of the organisation, from junior team members to C-level executives
Ability to manage own workload

What We Offer:

Maximum entrepreneurial freedom to build a market leading product
Opportunity to significantly influence the product as one of the early stage employees
Attractive salary and flexibility package based on experience
Working in one of the best co-working offices based in Central London

We welcome applications from everyone no matter your ethnicity, gender, age or sexuality. We are committed to creating a company as diverse and inclusive as possible.

Ready to drive a lasting change in the way society perceives money? We are looking forward to meeting you!

Join our waiting list today