City of London, England, United Kingdom · Hybrid
$40k–$45k/yr
Our team plays a key role in delivering Octopus Money’s mission. We work together to transform the lives of the clients we speak to by helping them plan for their financial future. We care about doing meaningful work, mo…
Skills: Financial planning, Client relationship management, Financial guidance, Investment knowledge, Pension planning
City of London, England, United Kingdom · Hybrid
$50k–$55k/yr
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Legal & GeneralCity of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · On-site
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Legal & GeneralCity of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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Legal & GeneralCity of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · On-site
Our Safety activities are growing rapidly, and we are currently seeking a full-time, Clinical Safety Coordinator to join our team in London. This position plays a key role in the pharmacovigilance process at Medpace. Wor…
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City of London, England, United Kingdom · On-site
Experience Designer – Argos In-Store – Colleague and Customer – 12m FTC At Sainsbury’s we believe that the customer should be at the heart of everything we do. Our vision is to create the easiest, most enjoyable experien…
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Legal & GeneralCity of London, England, United Kingdom · Hybrid
Company Description Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while imp…
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City of London, England, United Kingdom · Hybrid
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Dublin, Leinster, Ireland · Hybrid
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You will work with clients to build and implement tailored financial plans while coordinating with internal stakeholders to identify opportunities and improve service efficiency. The role involves delivering personalized financial guidance and using data-driven insights to enhance the overall customer experience.
Candidates must have at least 2 years of experience in a client-facing financial services role such as a mortgage adviser, personal banker, or financial coach. A solid understanding of personal finance, including investments, pensions, and mortgages, is required alongside strong communication and problem-solving skills.
Our team plays a key role in delivering Octopus Money’s mission. We work together to transform the lives of the clients we speak to by helping them plan for their financial future. We care about doing meaningful work, moving quickly and learning as we go.
We’re looking for an Associate Financial Planner to help us produce a world class experience for clients. This role has potential for progression into either leadership/management as a Head Coach or a track to become a Financial Adviser.
This role will be a hybrid of working in our office in London and remote.
About Octopus Money
🐙 We’re on a mission to become the most recommended financial services business in the UK 🐙
Money shapes every part of life. Yet most people never get the support they need:
There’s no shortage of information. What people actually need is clarity, guidance and a plan that makes sense for them.
That’s where we come in.
Octopus Money brings together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence. We help people build a clear plan for their savings, investments and pensions and make investing simple with managed portfolios built by experts. We also support employers who want their teams to feel more secure and in control.
Some people need regulated advice. Others need coaching. Many need both at different points in life. Our service adapts to what each person needs.
We believe everyone deserves money support that works for real life.
Make every conversation matter
You care about how you make people feel. You communicate clearly, listen well and build trust with customers and colleagues. You want every interaction to move things forward.
Move with urgency and focus
You like getting stuck in. You care about making progress, not perfection. You stay focused on what matters, learn quickly and find smart ways to keep things moving.
Own it
You take responsibility for your work and the outcomes it creates. You’re comfortable solving problems, making decisions and tackling challenges head on. You hold yourself to a high standard and want to make a real impact.
A genuine desire to help people
We are a mission-driven business, so it’s important that you can demonstrate a strong desire to help people and improve their lives.
Collaborative and a great team player
We’ve built a great team of top performers, and you’ll need to work with others from across the business to identify problems, agree solutions and implement changes.
Goal driven and not afraid to get stuck in
We like to set ambitious goals and find creative ways to hit them, even if that means rolling up our sleeves and doing manual tasks before we’ve managed to fully automate them. You should have a bias towards action and getting things done.
Good technical knowledge
You don’t need to be a qualified financial adviser but a base level of knowledge within personal finance (pensions, investments, mortgages) is a must!
Our interview process typically includes:
We’ll keep it simple and respectful of your time, and you’ll meet the people you’ll actually work with. Our average process takes around four weeks but we’ll always work around your availability.
In return for your contribution we offer a base salary of £40,000 - £45,000 DOE + benefits
We want people to grow here, to feel supported and to feel proud of the impact they make!
You’ll get:
Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer.
We believe in equal financial education for everybody, no matter their background. The same goes for opportunities within our team. 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.
If you require support completing your application please contact [email protected].
Helping people with personal, 1-to-1 financial planning.
Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust. Money shapes every part of life. Yet most people never get the support they need: * Half of Brits reach retirement without enough to live the life they want. * Money stress drives poor mental health. * Only 8% of people have access to proper 1-to-1 advice. There’s endless information out there. Most people still just want someone they trust to tell them what to do next. That is where we come in. We bring expert financial planning into the workplace so employees can make better decisions with their money. Every employee gets a clear plan, a real expert to talk to and simple tools to take action. Employers use us to cut money-related stress, support people at every life stage and offer a benefit that genuinely improves lives. The result is a workforce that feels more secure, more motivated and more loyal.
Offices: 33 Holborn, London, England, GB
