Holistic Financial Planner: Grow Your Practice

Holistic Financial Planner: Grow Your Practice

Full-Time On-site
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Octopus Money is seeking an experienced Financial Adviser to deliver holistic financial advice and help grow our UK client base. You’ll manage a large portfolio from initial advice through implementation and ongoing reviews while developing new business opportunities and collaborating with in-house partners for best-in-class planning.

You will train and support junior colleagues, own your growth, and participate in file reviews to ensure high standards.

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Holistic Financial Planner: Grow Your Practice 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.

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Contact Details:

Octopus Money Recruitment Team