Financial Coach – Work from home

Have you ever thought about building a local business, while helping others and working flexibly? We’re looking for ambitious and talented individuals to join our growing team of self-employed Financial Coaches.

Financial Coaching is one of the most rewarding and flexible ways to work, by helping people achieve financial peace of mind.

Hatch is a financial planning and coaching service that helps individuals to plan and improve their future finances. We’ve developed a team of financial coaches, and powerful financial planning software that makes it easy and affordable to get help with your finances.

In the last year our customer numbers have grown by 350%.

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. With our training behind them, coaches make financial topics simple, engaging and exciting.

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

Equipped with your knowledge and direction, your clients will choose their own financial products with confidence. Coaches don’t recommend products nor rely on hidden commissions. Coaches simply get paid for their time, strongly aligning coach and client interests.

Like all forms of coaching, financial coaching is not a regulated activity. However, it’s vital financial coaching is conducted professionally and to the highest standard, which Hatch is here to help with.

How Will You Work?

As a Hatch Financial Coach, you will work from home, helping local clients in your area, or via phone and video call with clients further afield.

You will build your own bank of clients from within your community and network. You will also help employees of workplaces who have sought Hatch’s expertise.

We have already helped the employees of great companies like MoneySuperMarket, Secret Escapes, MoneySavingExpert and Octopus Energy to name a few, and there are millions of other people up and down the country in need of financial guidance.

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

What Training do you Offer?

We offer a comprehensive training, mentoring, and development programme. Our accelerated training programme is completed from home and typically takes 6 weeks to complete, depending on your level of financial knowledge, and current coaching ability. The training is not full-time and is completely free, but there are clear learning milestones throughout that successful applicants will need to hit.

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 hard skills and soft coaching skills to be as helpful to clients with their personal finances as possible.


You don’t need to be a financial whizz kid to apply to be a financial coach. We will teach you everything you need to know about pensions, investments, mortgages and insurance.

However, you do need to have a strong academic background, and an exceptional desire to make a positive difference to peoples’ lives.

You will have:

  • A deep desire to make a difference to hundreds of lives, perhaps evidenced through voluntary work
  • Several years experience in professional roles
  • Exceptional empathy and influence skills
  • Desire and ability to grow your own client base through your networks
  • A strong academic background, with a 2:1 or higher degree
  • 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
  • Strong ability to work under your own initiative, and as part of a team
  • Strong time management, organisation and attention to detail

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


Financial coaching lets you put your skills to work, builds upon those skills and challenges you to use those skills to change lives for the better. And all the while working remotely and flexibly, as your own boss.

The role offers a fantastic route to various career paths, from becoming a fully-fledged financial adviser, to leadership and coaching roles, or learning the entrepreneurial skills needed to run your own business.

You will earn an annual fee for each client you take on, so the amount you earn will be dependent on the number of new clients you can bring on board. We’ll give you all the training and tools you need to succeed, and successful coaches earn around 45k p.a, after they have built up their client base.