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Greater London, England, United Kingdom
Hybrid
We're looking for an Associate Financial Planner to join our Financial Planning and Coaching team. The Financial Planning and Coaching 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.
As an Associate Financial Planner you'll help clients see their whole financial picture clearly, understand their options, and build the confidence and behaviours to act on their financial plan. You’ll do this by coaching clients to uncover goals, providing expert financial guidance and building motivation that will help your client bring their plan to life.
Savings, investments and pensions can be confusing and hard to see clearly in one place. We bring everything together into a visual forecast, so clients can see where they are today, where they're heading, and what's next. 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 — clarity, guidance and a plan that makes sense for them. That's where Octopus Money's Financial Planning and Coaching team comes in. This is a client-facing role, you'll work with clients directly over video call, on a daily basis, understanding their needs, producing holistic financial plans and agreeing tangible actions to bring the plan to life. You'll do this by coaching clients to uncover their life goals, encouraging behavioural change, and delivering guidance that empowers them to make well-informed decisions to optimise their financial position.
This role has potential for progression into either leadership/management as a Head Coach, or a track towards becoming a qualified Financial Adviser.
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.
Day to day you will be
We value people who
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.
Knowledge and experience required
Nice to have (but not necessary)
About You
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!
The interview process
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.
What’s in it for you
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:
About Octopus Group
We're part of Octopus Group, a privately-owned business that's spent 25 years doing things differently. Octopus Group builds businesses designed to outlast it, aiming to leave things a little better for the generations that follow.
That same instinct runs through the whole group:
We share that same DNA, doing the same thing in a different corner of people's lives: money.
Octopus Group doesn't just talk about entrepreneurship, the group enables it. Springboard, a program open to anyone however junior or senior, lets people pitch an idea to win funding. A number of businesses have been started this way, founded by former Octopus employees.
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 people@octopusmoney.com
