The Company
Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something.
We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there.
The Role
As an Financial Adviser at Octopus Legacy you’ll be at the heart of one of our most exciting growth areas: delivering holistic, financial planning led advice to clients
You’ll have the opportunity to build your own book of clients from day one, with warm leads generated through our unique partnerships with over 100 UK charities, our will writing platform, and our wider Octopus Group network. This isn’t a cold calling role, it’s a genuine opportunity to build a meaningful, long term advisory practice within a high growth business.
You’ll sit within a broader financial services function but will have significant autonomy to shape your client relationships and approach. If you’re a driven, client centric adviser who wants to build something meaningful at scale, this role is for you.
What You’ll Do
Client Acquisition & Book Building
- Create new business opportunities to build your own book of new clients
- Convert warm leads generated through our will writing platform, charity partnerships, and Octopus Group network into long term client relationships
- Develop and maintain a strong pipeline of prospects, tracking activity and progress through our CRM
- Build a referral network over time as your client base grows
Financial Planning & Advice
- Provide holistic financial advice with a financial planning led approach, understanding each client’s unique circumstances, goals, and aspirations
- Help clients chart the course to live the lives they dream of, from retirement planning and investment management through to estate planning and legacy considerations
- Produce clear, compliant suitability reports and financial plans tailored to each client
- Stay current with regulatory requirements, product developments, and financial planning best practice
Client Relationships & Service
- Deliver an exceptional client service experience at every touchpoint, building multi generational relationships with both mass affluent and high net worth clients
- Conduct regular client reviews to ensure advice remains appropriate and relevant as circumstances evolve
- Work sensitively and empathetically with clients around life events including bereavement, serious illness and estate planning
- Ensure all client interactions and records meet FCA compliance and data protection requirements
Cross-functional Collaboration
- Work closely with our will writing, legal, and partnerships teams to ensure a seamless client experience across the Octopus Legacy product suite
- Contribute feedback on client needs and market insights to help shape product and proposition development
- Represent Octopus Legacy’s values and brand in all client and external facing interactions
Who are you
- Client centric: you put clients at the centre of everything you do. Building strong relationships, paying close attention to detail, and making things more straightforward for clients comes naturally to you
- Entrepreneurial: we’re a fast growing startup looking to change an industry. The idea of building your own book of clients should genuinely excite you and you’ll bring the determination and innovative thinking to make it happen
- Comfortable with technology: we use technology to support and enhance our client journeys and are always innovating. An open mind for learning new tools and approaches is a must
- A team player: our teams work in a close knit, collaborative way. You’ll be open to trying new approaches, sharing ideas and giving and receiving feedback in a constructive spirit
- Integrity driven: we handle highly sensitive personal and financial data every day. Our people must hold the highest standards of personal and professional integrity, and conduct themselves in line with FCA requirements at all times
- Qualified: you must hold a minimum Level 4 Diploma in Financial Advice (CII, CISI or equivalent) and be authorised to provide regulated financial advice in the UK. Chartered status is strongly preferred, or a commitment to work towards it. You’ll also have at least two years’ experience providing financial advice to clients
You'll feel right at home if you're…
- Helpful: random acts of kindness make the workplace a better place. Go out of your way to be helpful and give people reasons to smile
- Straightforward: life is complicated enough. Don’t make it harder for yourself, or for others. Sometimes the simplest approach works wonders
- Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself
Benefits
- Flexible working: 3 days in the office (London Bridge), up to 2 days remote
- Work from anywhere in the world for up to 4 weeks per year
- An extra holiday day for your birthday
- Life insurance, Health insurance, Will & LPAs
- Octopus share incentive scheme
- Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme
- Octopus Giving: we match any charitable fundraising that you do up to £500
- Octopus Springboard: where we help our employees become fully-fledged entrepreneurs
If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application.
We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.
