At a Glance
- Tasks: Help clients understand their financial picture and coach them to achieve their goals.
- Company: Join Octopus Money, a mission-driven company transforming financial futures.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Potential for career progression into leadership or becoming a qualified Financial Adviser.
- Why this job: Make a real impact by empowering clients to take control of their finances.
- Qualifications: Strong communication skills and a passion for helping others with financial planning.
The predicted salary is between 44775 - 54725 £ per year.
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
- #J-18808-Ljbffr
Associate Financial Planner Holborn, London UK employer: Octopus Money
At Octopus Money, we pride ourselves on being a mission-driven employer that values personal growth and employee wellbeing. Our supportive work culture fosters collaboration and innovation, allowing you to thrive in a dynamic environment while making a meaningful impact on people's financial lives. With hybrid working options, generous benefits, and a commitment to inclusivity, we empower our team members to excel and feel proud of their contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Financial Planner Holborn, London UK
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Octopus Money. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate Financial Planner Holborn, London UK
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Octopus Money.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Octopus Money's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Octopus Money
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Octopus Money.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Octopus Money will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Octopus Money employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
