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About the Role

We are looking for an Associate Financial Planner to help us produce a world-class client experience. This role has potential for progression into leadership/management or a track to become a Financial Adviser. Our team plays a key role in delivering Octopus Money’s mission by transforming clients' lives through financial planning.

Responsibilities

• Working with clients to build tailored financial plans based on their goals and motivating them to take action.
• Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute solutions.
• Building strong relationships with clients by actively listening, asking insightful questions, and delivering clear, personalised financial guidance.
• Proactively identifying trends and client pain points, providing data-driven insights to internal teams to enhance efficiency, improve customer experience, and drive business growth.

Requirements

• 2+ years in a client-facing financial services role (e.g., Mortgage Adviser, Personal Banker, Financial Coach).
• Solid understanding of investing, pensions, and mortgages.
• Experience working in a fast-paced environment.
• A deep desire to make a positive impact.
• Exceptional empathy, communication, and influencing skills.
• Strong problem-solving skills and adaptability in high-pressure situations.
• Proven ability to handle complex customer inquiries with professionalism and efficiency.

Skills

• Communication
• Influencing
• Problem-solving
• Adaptability
• Professionalism
• Efficiency
• Empathy

Location

• London
• Remote

Work Type

• Hybrid

Experience Level

• Associate

Education Level

• Qualification from a financial body or progression towards (CeMAP, ICA, CII etc) is a bonus.

Salary/Compensations

• £40,000 - £45,000 DOE

Benefits

• Performance-based bonus
• Company pension
• Private medical insurance
• Enhanced parental leave
• Birthday day off
• Supportive team
• Chance to help people improve their lives

About the Company

• Octopus Money is on a mission to transform millions of lives by building financial resilience and wealth for everyone.
• We bring together financial planning, investment expertise, and smart technology.
• We help people build a clear plan for their savings, investments, and pensions.
• We support employers who want their teams to feel more secure and in control.
• Our service adapts to individual needs, offering regulated advice, coaching, or both.

Equal Opportunity

• We believe in equal financial education for everybody, no matter their background.
• We pride ourselves on building an inclusive working environment where diversity is celebrated.
• We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.