Financial Well-being Expert: UK market

Posted 19 Days Ago
Be an Early Applicant
Hiring Remotely in London, Greater London, England, GBR
In-Office or Remote
Junior
Healthtech
The Role
Provides short, structured 1:1 video coaching sessions on budgeting, saving, financial security, and healthy money habits for UK clients. Helps individuals reduce financial stress, establish achievable goals, and build confidence and autonomy without providing financial product advice. The role involves planned and on-demand consultations, working with diverse clients, participating in intervision and training, and using digital platforms independently under a freelance contract.
Summary Generated by Built In

Who we are

At OpenUp, our mission is to make mental well-being accessible to everyone. We support companies, their employees, and their families with proactive 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.

OpenUp is ranked in the Top 3 on LinkedIn’s Top Startups list for 2023, 2024 & 2025 and is still 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, Deloitte, Decathlon, KPMG, 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 OpenUp, 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. Please 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 together 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 Monkey FCPC, Certified Financial Coach UK), completed or in progress.
  • A coaching credential (ICF 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 spoken) 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, proactive, 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 half-days each year to reflect on your practice and develop your skills further.
 

Next steps

Inspired to be part of OpenUp? We’d love to hear your story. Apply via our website and we’ll get in touch soon.

If you have questions, please visit our FAQ page or reach out directly.

At OpenUp, everyone is welcome to apply regardless of age, gender, background, nationality, or any other characteristic. What matters to us is high performance, a real drive to make an impact and the ambition to become the European market leader. If you're ready to OpenUp, join us!


We may use artificial intelligence (AI) tools to streamline parts of our recruitment process. These tools assist our recruitment team but do not replace human judgement. All hiring decisions are made by humans. If you would like more information about how we use AI in the process, please contact us.

Skills Required

  • Bachelor’s degree in Finance, Economics, or Business Administration
  • At least 2 years of experience providing 1:1 personal finance consulting, financial advisory, or coaching
  • UK Level 4 financial planning qualification, such as CII DipPFS, LIBF DipFA, or CISI Level 4, completed or in progress
  • Strong knowledge of the UK personal finance landscape
  • Strong written and spoken English communication skills
  • Confidence delivering financial consultations in English
  • Tech-savvy and able to work independently with digital platforms and systems
  • Computer with Windows 11 or macOS Sonoma 14 and active antivirus protection
  • Entrepreneurial, proactive, and committed to continuous learning
  • Ability to work independently while contributing as a team player
  • Coaching credential such as ICF or ILM Level 5 or higher
  • Accredited financial coaching qualification, such as Octopus Money, Wise Monkey FCPC, or Certified Financial Coach UK
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The Company
HQ: Amsterdam
274 Employees
Year Founded: 2020

What We Do

OpenUp is the 360° mental well-being platform for leading organisations in Europe. Our goal is to make mental well-being accessible to all. 🌱 We envision a world where mental well-being is recognised as a top priority and is supported in the workplace. That's why we've developed a broad mix of high-quality preventative mental well-being solutions offered in one platform, which is easy to integrate in organisations and users' daily life. Evidence-based solutions and the expertise of our 120+ certified psychologists and lifestyle experts are the foundation of our professional guidance. With 1:1 consultations available in 25+ languages, group sessions, and self-guided care resources, we support the emotional, social, and physical well-being of employees and their families worldwide. By prioritising mental well-being, we help organisations boost employee satisfaction, happiness and productivity, while preventing absenteeism and turnover. Want to know more? Visit our website and let’s find out together how OpenUp can support your organisation

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