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About the Role
Octopus Money is building the future of financial advice, aiming to become the most recommended financial services business in the UK. This role offers an ambitious self-starter the chance to accelerate their development in a broad and varied position within a rapidly growing company. You will advise clients holistically across accumulation, retirement, and later life planning, working with a spectrum of experts for specialized support.
Responsibilities
- Manage a large portfolio of clients from initial meeting through implementation and ongoing reviews.
- Build client base through personal connections, events, networking, and introducer relationships.
- Collaborate with the in-house partnerships team to establish and grow referral channels.
- Deliver holistic, high-quality financial planning across accumulation, retirement, and later-life stages.
- Utilize cashflow modelling and the in-house platform to achieve great client outcomes.
- Contribute to shaping the future of advice delivery at Octopus.
- Assist in training, supporting, and managing more junior colleagues.
- Take ownership of personal growth and success while receiving support.
- Participate in file reviews and quality checks, and implement feedback.
Requirements
- 7+ years of industry experience in financial planning/advice.
- Proficient in cashflow modelling.
- Broad range of experience in various areas of advice (pensions, VCTs, Inheritance Tax protection, etc.).
- Excellent attention to detail.
- Confident communicator with excellent interpersonal skills.
- Comfortable developing new business opportunities.
- Motivated by purpose, not pressure.
- Excited to work in a fast-growing, mission-driven team.
- Ability to handle ambiguity, use judgment to create structure, and apply first principle thinking.
- Proactive and determined with resilience and optimism.
- Ability to thrive in a fast-paced environment, adapt to change, and challenge self and others.
- Background checks covering adverse financial and unspent convictions are required upon successful job offer.
Skills
- Cashflow modelling
- Financial planning
- Client relationship management
- Business development
- Communication
- Interpersonal skills
Location
- Hybrid
Work Type
- Hybrid working with 3 days in the office each week (Tuesday - Thursday)
- 18 days a year working from anywhere
Experience Level
- 7+ years of industry experience
Education Level
- CII Advanced Diploma or equivalent
Salary/Compensations
- £75,000-£85,000 (depending on experience)
Benefits
- Bonus
- Performance-based bonus
- Opportunity to participate in Share Incentive Plan
- Company pension
- Private medical insurance
- Enhanced parental leave
- Return to Work coaching
- Birthday day off
About the Company
- Octopus Money is on a mission to become the most recommended financial services business in the UK.
- They provide financial planning, investment expertise, and smart technology to help people understand their options and take action with confidence.
- Services adapt to individual needs, offering regulated advice, coaching, or both.
- They believe everyone deserves money support that works for real life.
- Values include making every conversation matter, moving with urgency and focus, and owning outcomes.
- Part of Octopus Group, a privately-owned business focused on building businesses designed to outlast it and leave things better for future generations.
- Octopus Group has a history of innovation in various sectors including energy, legacy planning, divorce services, education, and fintech infrastructure.
Equal Opportunity
- Believe in equal financial education for everybody, no matter their background.
- Pride in building an inclusive working environment where diversity is celebrated.
- Do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.