At a Glance
- Tasks: Deliver holistic financial advice and build your own client book from day one.
- Company: Join Octopus Legacy, a high-growth team in the financial services sector.
- Benefits: Enjoy autonomy, warm leads, and opportunities for career growth.
- Other info: Dynamic environment with a focus on regulatory compliance and client satisfaction.
- Why this job: Make a real impact by providing client-centric financial solutions.
- Qualifications: Passion for finance and strong communication skills are essential.
The predicted salary is between 50000 - 60000 £ per year.
Octopus Legacy is seeking a Financial Adviser to deliver holistic, planning-led advice within a high-growth team.
You’ll build your own client book from day one using warm leads from charity partnerships, our will-writing platform, and the Octopus Group network.
This role offers autonomy within a broader financial services function, with a strong emphasis on client-centric service, regulatory compliance, and career growth as you scale your advisory practice from London’s base.
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Holistic Financial Adviser: Grow Your Own Client Book employer: Octopus Legacy Limited
At Octopus Legacy, we pride ourselves on being an exceptional employer that fosters a dynamic and innovative work environment. Our commitment to employee growth is evident through our hands-on culture, where you will have the opportunity to experiment with AI-driven recruitment strategies while collaborating closely with passionate teams. Located in a fast-paced startup atmosphere, we offer unique advantages such as the chance to make a significant impact in the DeathTech sector, ensuring your work is both meaningful and rewarding.
