Nationwide · Fully Remote

Coach to professionally qualified Financial Planner in 2 years.

Learn how to transition your coaching clients into long-term financial planning relationships.

Extend Your Current Offering
Womens Wealth wants to encourage more financial planners, and is keen to hear from coaches who want to develop their coaching business to offer regulated financial advice services to their clients. With expert guidance, you’ll reshape conversations, set new expectations, and offer deeper support, turning short-term coaching into lasting financial partnerships.

Locations: Nationwide
Remote status: Fully Remote

Benefits to your coaching business.

Enjoy lifelong relationships

Turn a 3 month coaching project into a 30 year relationship, supporting your client all the way up to retirement and beyond.
Lift your earnings

Financial planners charge out rates are naturally higher than that of a coach, & clients retain planners for a longer period of time.
Add credibility

Being professionally qualified and regulated adds credibility in an increasingly crowded financial coaching arena.

The Ideal candidate will have good...

Personal finance

Candidates should be personal finance literate to a greater degree than your average person.
Client relationships

They will have some experience of client relationship management, and be skilled coaches with an existing community of potential clients.
Presentation skills

They are likely to know how to present to audiences & have some experience of marketing.

What will my first 2 years look like?

Diploma studies

Passing the technical qualifications that make up the Diploma in Regulated Financial Planning.
Social media & marketing

Managing your social media, advertising your new offerings.
Client meetings

Learn how to take your clients through our 5 meeting financial planning process. You would be supervised through your first 10-20 cases by Sam Secomb herself, award winning financial planner.
Extending your current offering

Learn how to transition your coaching clients into long-term financial planning relationships. With expert guidance, you’ll reshape conversations, set new expectations, and offer deeper support, turning short-term coaching into lasting financial partnerships.

Predicted earnings in your first 5 years

End of year 1

£8,500

18 clients

End of year 2

£38,000

66 clients

End of year 3

£86,500

102 clients

End of year 4

£112,500

138 clients

End of year 5

£138,500

174 clients

Start up costs - what will I need to get started?

Equipment

You will need a laptop with a working camera & microphone, as well as a printer, and a scanner. You will also need a working internet connection, but that goes without saying!
Back office systems

There will be some ongoing costs and licenses that you will need to pay for, such as cashflow modelling systems and some back office stuff. You should allow around £150 a month for these.
Exams

You will also need to pay for the exams that make up the Diploma in Regulated Financial Planning, as well as the study guides to accompany these. This will be an investment of around £1200, but spread across the 2 years.