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Octopus Money

Associate Financial Planner

London Full-Time 32000 - 36000 £ / year (est.) No home office possible

At a Glance

Tasks: Start as a Quality Checker, then transition to an Associate Financial Planner, helping clients with tailored financial advice.
Company: Octopus Money aims to make money advice accessible for everyone, transforming lives through personalised financial guidance.
Benefits: Enjoy flexible working, an 18-day work-from-anywhere allowance, and a share incentive plan.
Why this job: Make a real difference in people's lives while growing your career in a supportive, diverse team.
Qualifications: 1+ year in financial services, strong communication skills, and a passion for helping others.
Other info: Hybrid work model with 2 days remote; background checks required upon job offer.

The predicted salary is between 32000 - 36000 £ per year.

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About Octopus Money
At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.

About Octopus Money
At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.
The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.
There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!
With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.
We believe everyone deserves personal, 1-to-1 advice with their money.
The Role:
This is an exciting opportunity for an ambitious self-starter! You\’ll begin your journey in our Training & Competence team for 4-6 months as a Quality Checker and then transition into a permanent Associate Financial Planner role.
Quality Checker (First 4-6 months, reporting Head of Training and Competence)
In this initial learning opportunity, you\’ll be instrumental in ensuring our coaching processes deliver world-class client experiences. You\’ll gain invaluable insights into our quality assurance and how our business operates day-to-day, setting you up for the Associate Financial Planner role.
Day to day, you will:

Complete end-to-end quality checks on non-regulated money coaching cases for both trainee and accredited coaches.
Conduct ad hoc case checks for our licensing partners.
Provide constructive feedback (mostly written, sometimes face-to-face) to coaches and partners.
Liaise with our T&C Coordinator on key trends and issues identified from your checks.
Help develop Aveni, our AI-based case checking software.
Collaborate with coaching teams to pinpoint and resolve risks and training needs.
Support coaches and advisers with process and knowledge queries.
Conduct quality assurance checks on our training programmes and trainee coaches.

This initial phase is designed to immerse you in the Octopus Money HQ environment, and practices, deepening your understanding of our propositions.
Associate Financial Planner (after 4 – 6 months in T&C team)
Once you\’ve successfully completed the Quality Checker phase, you\’ll transition into an Associate Financial Planner role. Here, you\’ll play a vital role in our mission of transforming 5 million lives by making high-quality money advice accessible. You\’ll support a diverse range of clients, including coaching clients, and contribute to exciting pilots and trials to continually enhance their customer experience.
Day to day, you will:

Meet with clients via video call, understanding their goals and delivering tailored financial guidance.
Build strong client relationships through active listening and insightful questions.
Provide feedback to internal teams to streamline processes.
Collaborate cross-functionally to identify opportunities and implement solutions.
Spot trends and client pain points, providing data-driven insights to boost efficiency and growth.

About You
A genuine desire to help people: You\’re passionate about making a real difference in people\’s lives.
Collaborative and a great team player: You thrive working with others to solve problems and drive change.
Problem solver at heart with an analytical mindset: You\’re excited by complex challenges, can cut through complexity, and find creative solutions with minimal supervision.
Goal-driven and not afraid to get stuck in: You set ambitious goals and have a bias for action, even if it means rolling up your sleeves.
Good technical knowledge: You can analyse client interactions for risks and development opportunities around Consumer Duty, Advice/Guidance, and Suitability. You\’re also ready to deliver training. A base level of knowledge in personal finance (pensions, investments, mortgages) is a must!
Knowledge and Skills Required:

1+ year experience as a financial coach or equivalent financial services role.
Strong grasp of financial services products, services, and regulations and familiarity with investing, pensions, and mortgages.
Experience in a customer-facing financial services role.
Analytical mindset to translate observations into actionable feedback.
Experience in a fast-paced environment.
Exceptional empathy, communication, and influencing skills.
Proven ability to handle complex customer inquiries professionally.

Nice to Have (but not essential):

Experience with Aveni and/or other AI-based case checking systems.
Financial qualifications or progression towards (CeMAP, ICA, CII etc.).

In return for your contribution we offer a base salary of £40,000 – £45,000 DOE + benefits
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.
About Octopus Group
Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet’s future – are failing. And we want that to change. We want everything we do, whether that’s in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business – Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.
Perks & Benefits
Make a difference
We\’re on a mission to help millions of people improve their finances. Seeing the impact we can make on our client\’s lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor.
Flexible working
We currently operate a hybrid model which is a mix of office and remote. You\’ll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn.
Work from anywhere
We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. Due to regulations this does not apply to individuals that give regulated financial advice.
Join a great team
We\’re a diverse team with decades of experience in financial services and a proven track record. We believe in treating everyone with transparency and respect.
Rapidly grow your career
We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles.
Share incentive plan and team bonus
Being part of Octopus we benefit from the group share incentive plan which means we can buy shares via salary sacrifice. For those who are not commission based we offer a team bonus of up to 10% provided we meet our team goals. The % allocation is determined on the basis of our collective performance.
Pension, enhanced parental leave, private medical insurance & other benefits
As an Octopus Money employee you\’ll get access to a company pension, enhanced parental leave (after 15 months), PMI, day off for your birthday and other benefits to make sure you\’re healthy and happy, now and in the future!
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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, disability status or any other protected characteristic.

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