At a Glance
- Tasks: Help clients create personalised financial plans and guide them towards their financial goals.
- Company: Join Octopus Money, a forward-thinking company focused on client success.
- Benefits: Enjoy a hybrid work model, career progression, and a supportive team environment.
- Other info: Opportunities for leadership roles and professional growth in a dynamic setting.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Strong communication skills and a passion for helping others with their finances.
The predicted salary is between 49500 - 60500 £ per year.
Join Octopus Money as an Associate Financial Planner, helping clients craft tailored financial plans for their future.
The role combines coaching with potential progression into leadership or a track to become a Financial Adviser, with a hybrid London office and remote arrangement.
You will build personalised strategies, collaborate across teams, listen actively and guide clients towards clearer financial outcomes while supporting business growth.
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Associate Financial Planner: Client-Focused Wealth Coach employer: octopusmoney
At Octopus Money, we pride ourselves on being an exceptional employer that values collaboration and personal growth. Our hybrid work model in London allows for flexibility while fostering a supportive culture where you can thrive as a financial coach. With clear pathways for career advancement into leadership or advisory roles, we empower our employees to make a meaningful impact in clients' lives and their own professional journeys.
