Money Coach

What Is a Money Coach? Money coaches are financial coaches: people who guide others through making financial decisions.

To coach, you need to figure out where your client's at financially and then create a plan to help them identify and achieve their goals. 

Purpose of the role 

Money Coach work gives people a basic financial education to help them make better budgeting, borrowing, saving and banking decisions. It aims to encourage people to manage their finances more effectively and help people take control before they reach crisis point. 


  • Understanding of, and commitment to, the aims and principles of the CAB service and its equality and diversity policies.  
  • Excellent communication skills. 
  • Understanding the basics of coaching and motivating individuals. 
  • Understanding the basics of money management, and of the skills and confidence required to manage money effectively. 
  • Understanding the difference between financial capability training and debt advice. 


  • Accessibility
  • Data Protection policy
  • DBS check required
  • Equal opportunities policy
  • Expenses reimbursed
  • Health and Safety Policy
  • Ongoing support
  • Suitable for under 18s
  • Training provided
  • Volunteer induction
  • Volunteer policy
  • Volunteers covered by insurance
  • Written role description

When can I volunteer?

Mon Tue Wed Thu Fri Sat Sun
Morning No No No No No No No
Afternoon No No No No No No No
Evening No No No No No No No


Burgess well House
Coval Lane

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