Associate Financial Planner

Associate Financial Planner

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 leadership/management as a Head Coach or a track to become a Financial Adviser.

Overview

Join a hybrid team that works in our London office and from home. We are on a mission to transform 5 million lives by making high‑quality money advice affordable and accessible.

Responsibilities

• Meet with clients on video call, understand their goals and provide a tailored service.
• Feed back to relevant teams on how to streamline processes.
• Coordinate and collaborate with stakeholders across the business to identify issues and opportunities, and execute solutions effectively.
• Build strong relationships with clients by actively listening, asking insightful questions, and delivering clear, personalised financial guidance that aligns with their goals.
• Proactively identify trends and client pain points, providing data‑driven insights to internal teams to enhance efficiency, improve customer experience, and drive business growth.

Success Metrics

• Metrics in relation to supporting clients by building financial plans and helping them to take action with their money.

We Value People Who

• Make every conversation matter – You care about how you make people feel, communicate clearly, listen well, and build trust with customers and colleagues.
• Move with urgency and focus – You like getting stuck in, care about progress, remain 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, solve problems, make decisions, and tackle challenges head‑on while holding yourself to a high standard.

Required Qualifications

• Experience working in a customer‑facing role within financial services.
• A solid understanding of investing, pensions, and mortgages.
• Experience working in a fast‑paced environment.
• A deep desire to make a positive impact.
• Exceptional empathy, communication and influencing skills.
• Strong problem‑solving skills and adaptability in high‑pressure situations.
• Proven ability to handle complex customer inquiries with professionalism and efficiency.

Nice to Have

• Qualification from a financial body or progression towards CeMAP, ICA, CII, etc.

About You

• A genuine desire to help people.
• Collaborative and a great team player.
• Goal‑driven and not afraid to get stuck in.
• Good technical knowledge of personal finance (pensions, investments, mortgages).

Interview Process

• Intro call with our talent team.
• Competency‑based interview with the hiring manager.
• Panel interview with a short task presentation.
• Conversation focused on how you work and what you value.

Benefits

• Hybrid working – 2 days at home each week to begin with, potentially increasing after probation.
• 18 days a year working from anywhere (for non‑regulated roles).
• Share incentive plan and team bonus.
• Company pension.
• Private medical insurance.
• Enhanced parental leave.
• Birthday day off.
• A supportive team that cares about what they do.
• The chance to help people improve their lives.

Legal & Equal Opportunity

We believe in equal financial education for everybody, no matter their background. 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 Luke Stepney, Head of Talent at applications@octopusmoney.com.

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.