Octopus Money is seeking an Associate Financial Planner to help clients build tailored financial plans and progress toward their goals. The role offers hybrid London office and remote work, with potential progression into Head Coach or Financial Adviser tracks.
You’ll work closely with clients and internal teams to deliver clear guidance and outcomes. Ideal candidates have 2+ years in client-facing financial services, solid knowledge of investing, pensions and mortgages, and a drive to make a
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Hybrid Associate Financial Planner — Path to Head Coach/Advisor in City of London 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.
