At a Glance
- Tasks: Help clients create personalised financial plans and achieve their goals.
- Company: Join Octopus Money, a forward-thinking financial services company.
- Benefits: Enjoy hybrid work, career progression, and a supportive team environment.
- Other info: Exciting path to become a Head Coach or Financial Adviser.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: 2+ years in client-facing financial services with knowledge of investing and pensions.
The predicted salary is between 45000 - 55000 £ per year.
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 employer: Octopus Money
At Octopus Money, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Strategy and Partnerships Associate, you'll enjoy a competitive salary, generous benefits including 18 days of remote work, and opportunities for personal and professional growth while working closely with our leadership team. Our commitment to innovation and employee well-being ensures that you will thrive in a fast-paced environment where your contributions truly make a difference.
