Senior Coaching & Advice Service Manager

Moneybox

Remote regions

UK

Benefits

5w PTO

Similar Jobs

See all

Role Overview:

  • Lead Moneybox's team of Financial Coaches and Advice Coaches, delivering a shared service for customer coaching and regulated advice.
  • Report directly to the Director of Advice and collaborate with the wider Advice leadership team.

Key Responsibilities:

  • Manage day-to-day people leadership, competence, and performance, including T&C scheme ownership.
  • Design development pathways and onboarding plans to scale the team and support progression toward Financial Adviser roles.
  • Own service quality, SLAs, CSAT, and use data and technology to continuously improve customer outcomes.

Requirements:

  • Proven experience leading a customer-facing team in financial services or a similarly regulated environment.
  • Strong understanding of Consumer Duty and a genuine instinct for good customer outcomes.
  • Comfortable using technology, including video calling, CRM, and AI tools, and confident in driving innovation.

Benefits:

  • 25 days holiday plus bank holidays, with additional days added with length of service.
  • Private medical insurance, health cash plan, pension, bonus scheme, and annual learning budget.
  • Remote working with a hybrid policy of 2 days in the London office and 3 days from home.

Moneybox

Moneybox is an award-winning wealth management platform helping nearly two million people build wealth through saving, investing, home buying, and retirement planning. The company is fast-growing, ambitious, and fosters a collaborative, inclusive culture where employees can have real impact.

Apply for This Position