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
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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.
