Financial Wellbeing Project Manager

About Us

For 30 years, The Money Charity has been the UK’s Financial Capability charity. We proactively provide education, information, advice and guidance to people of all ages, helping them to manage their money well and increase their Financial Wellbeing. We believe that being on top of your money as a part of everyday life reduces stress and hardship, helps you achieve your goals and live a happier life as a result, so we empower people from all backgrounds across the UK to build the skills, knowledge, attitudes and behaviours to make the most of their money throughout their lives. We also aim to change the culture around Financial Wellbeing by working with the financial services industry to improve practices and outcomes for their consumers, and influencing policy-makers, media, industry and public attitudes.

We are a small, passionate team with a big reach and an open mind, committed to quality, accessibility and inclusiveness. We offer a flexible work environment that values creativity, personal growth and collaboration. For more information about us, please visit our website.

As part of our new 2025-2028 strategy we are partnering with ClearScore, the leading financial marketplace platform, to launch a new year-long study to prove the positive impact of financial education on financial wellbeing. ClearScore users in the study will be delivered three different types of financial education, across videos, workshops and other content, and then monitored against a control group for any improvements to their financial capability, their credit score, wider creditworthiness and ultimately their financial resilience, wellbeing and potentially access to credit. The effectiveness of the interventions will be robustly and independently assessed by an external evaluation partner, currently being recruited.

This study (and the resulting research outputs) has the potential to be transformative in the sector, and is kindly funded by the AVIVA Foundation, the charitable organisation which aims to help people deal with financial challenges. This project forms part of a growing suite of projects at The Money Charity aiming to improve the UK’s financial education ecosystem, by reaching more adults with new, innovative forms of financial education interventions at key ‘teachable moments’ throughout their lives.

About The Role

We are looking for a project manager to take the day-to-day lead of The Money Charity x ClearScore Financial Education project. As well as management of the overall project, the role involves delivering on some specific intervention workstreams allocated to The Money Charity, and managing the relationship with the external evaluation partner conducting the study. Additionally, the post holder will be responsible for a small portfolio of other related projects focussed on building adult Financial Wellbeing.

This role would be ideal for a hands-on and engaging individual with a strong track record in delivering high-profile educational or customer-facing projects. A good knowledge of issues relating to money management, access to credit and personal finance is also important. The individual will need an ability to navigate the retail financial services landscape in the UK, as well as a good understanding of the not-for-profit sector. This is an exciting, varied role to lead this transformative project from an early stage through to completion, and provides a unique opportunity to impact on the Financial Wellbeing of individuals.

The creation of this role has been triggered by the launch of the ClearScore project and is therefore being offered as a fixed-term contract aligned to the funding being received for its delivery. However there is some scope for the project (and therefore contract) to be extended or become permanent. The Money Charity would also be open to exploring filling this role on a 18-month secondment basis e.g. from an individual working at a financial services organisation.

Closing Date – 11:59pm, Monday 16 June 2025

Interviews – 1st round week commencing 23 & 30 June 2025 (virtually). 2nd round week commencing 7 & 14 July 2025 (face-to-face in our offices).

Please visit our website for the full job description including the application details.