Help improve the finances of more people


If you’re a regulated advisor or financial planner, you can experience a completely new way of working with Bippit.

There’s no need for time-consuming prospecting, or endless admin. Just real people, asking real questions, who need your help.

Get started in 3 simple steps

Bippit coaches can generate an extra revenue stream in less than a week

1. Get in touch

We’ll explain how it works, how much you can earn, and what you’ll be doing

2. Show your skills

We’ll check your credentials, and share a couple of case studies with you

3. Start helping

Earn extra revenue flexibly & remotely, while making a difference to real people

Get paid for doing what you love

You can focus on helping people with their finances. We’ll take care of everything else.

Earn Extra Income

Our coaches can earn thousands of pounds every month

Work Your Own Way

Take on as many or as few employee relationships as you like

Help More People

Reach people who wouldn’t normally be able to access professional support

Ditch the Commute

Work flexibly and remotely, without any prospecting or admin

Change the Game

Financial support has evolved. Join us as we change the industry for the better

Completely Secure

Bippit is regulated by the FCA and uses the most advanced security available

Frequently asked questions

How does it all work?

You’ll access Bippit through a web browser, and the employees we support will access Bippit on their phones or a computer. When you log in, you’ll be able to see the employees assigned to you, their accompanying messages, and any calls that have been scheduled.

We’ll pay you an hourly rate for your time, and you’ll deliver financial guidance to the employees. So no product recommendations, or upsell of services. Just leverage your expertise and knowledge to help them understand how things work, what their options are, and arm them with all the information they need to make informed decisions.

You can choose your own availability, and you’ll have everything you need in our portal to be able to help employees deal with their financial concerns and acheive their goals. On top of this, you’ll be notified when new messages or bookings come in, so you simply need to check your inbox a couple of times a week.

How do you match employees with coaches?
As a coach, your profile will be visible to any employees that you’re matched with. They’ll see some high-level details about your skills and qualifications, and we’ll make sure their goals match your specialisms. You’ll be notified when you’ve got a new employee relationship, so simply let us know how many people you’re able to take on, and we’ll do the rest.
What if can't take on lots of relationships?
We try to be as flexible as possible so we let you decide your own capacity after you’ve tried working with a couple of people and seen what’s involved. However, we’re building long-term relationships here at Bippit, so would love our coaches to join us on the journey for a significant time, and help as many people as possible.
How much can I earn?
At the moment, coaches on our platform earn money for the amount of time they spend helping clients. A coach working full time with Bippit can earn between £37k and £73k a year based on experience. We’re committed to paying everyone working on the platform as much as possible, while still keeping Bippit affordable for the businesses we support, as it’s vital that we make the benefits of financial help available to people who wouldn’t normally be able to access it.
Who can work for Bippit?
FCA registered advisors and financial planners with at least Level 4 qualifications, who are not restricted by their employment contracts for having outside interests, can apply to join our platform. We’re a young company that’s growing quickly, with a global mission to help shape the future of financial services, so we’re improving every day, and the best Bippit coaches are keen to do the same.
What if I’m already employed?
If you’re already employed by an financial planning or advice firm, that’s not a problem. You can join us as a coach working part time during the hours that suit you the best. However, it may be up to your current employer whether they would be willing to allow you to work part-time for us, so this is something you will have to check in your contract or discuss with them.
Do employees always speak with the same coach?
Yes. At Bippit we believe that coaches, and the employees who receive support, should build a long-term relationship, and we’re doing everything possible to acheive that. Bippit users will communicate with the same person every time so long as that coach is still on the platform.
How do you build strong relationships?
Bippit coaches interect with employees via video call, messages, and shared healthcheck results. We’ve formed relationships on the phone and through letters for hundreds of years, so communicating in these ways is something that comes naturally to us. Some social cues that we may have in-person may be lost, but other things are gained – time for reflection, ability to ask difficult or embarrassing questions, and time to formulate a reply. Users find it helpful to book video calls for detailed conversations, and to draft messages as problems or concerns arise.
What’s the application process like?
It’s a 4-step process that takes no more than a week from start to finish. It includes an initial call with a member of the team, before a CV & qualifications review, a take-home exercise so we can assess your knowledge and communication skills, and a final mock call.
I’ve never used a system like this before. Does that matter?
No, that’s fine… we would be surprised if you’ve used one before, as Bippit is the first! It’s an exciting new concept, but we won’t just leave you to it. You’ll have our tools, tech, and support all the way, so you can translate all of your face-to-face skills and expertise to make them work effectively through video calls and messages.
Do I always have to be ‘on call’ to reply?
No. Bippit isn’t a real-time, instant messaging platform. It’s more like an booking system and email inbox, where your relationships will schedule a 1:1 call when you have availability, and write a message when needed. For messages, you’ll only need to check-in and reply a couple of times a week, and this means that employees typically get a reply within 48h. We’ll let you know when a new message arrives, along with a reminder when necessary, but we don’t mind what time of day you respond – the important thing is that your replies are insightful, timely, helpful, and valuable. Quality is more important than speed!
What about confidentiality and privacy for users?
Bippit is set on being the new benchmark for financial support. We take the privacy of our users, the security of their data, and our regulatory requirements very seriously. All staff and coaches must adhere to GDPR and the CISI code of ethics.
Ok, I’m sold! How do I get started?
Book a call at the bottom of this page to kick things off, or email us at [email protected] if you have any questions!

Join our financial revolution today!