Octopus Money
Finance · London, United Kingdom
We’re looking for an Associate Financial Planner to help us produce a world class experience for clients. This role has potential for progression into either leadership/management as a Head Coach or a track to become a Financial Adviser. This role will play a key part in our mission to transform 5 million lives, by making high quality money advice affordable and accessible.
About Octopus Money
At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.
The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.
There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!
With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.
We believe everyone deserves personal, 1-to-1 advice with their money.
The role and opportunity
Associate Financial Planners support various clients at Octopus Money, including coaching clients but also get involved in a variety of pilots and trials playing a key role in testing, building and improving products and processes to ensure we’re providing a world class customer experience. If you are interested in helping people achieve their goals and improve the experience on the way, this could be ideal!
Day to day you will be:
A genuine desire to help people
We are a mission-driven business, so it’s important that you can demonstrate a strong desire to help people and improve their lives.
Collaborative and a great team player
We’ve built a great team of top performers, and you’ll need to work with others from across the business to identify problems, agree solutions and implement changes
Goal driven and not afraid to get stuck in
We like to set ambitious goals and find creative ways to hit them, even if that means rolling up our sleeves and doing manual tasks before we’ve managed to fully automate them. You should have a bias towards action and getting things done.
Good technical knowledge
You don’t need to be a qualified financial adviser but a base level of knowledge within personal finance (pensions, investments, mortgages) is a must!
Knowledge and experience required:
Nice to have (but not necessary)
In return for your contribution we offer a base salary of £40,000 - £45,000 DOE + benefits
Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer.
About Octopus Group
Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet’s future – are failing. And we want that to change. We want everything we do, whether that’s in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business - Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.
Perks & Benefits
Make a difference
We're on a mission to help millions of people improve their finances. Seeing the impact we can make on our client's lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor.
Flexible working
We currently operate a hybrid model which is a mix of office and remote. You'll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn.
Work from anywhere
We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. Due to regulations this does not apply to individuals that give regulated financial advice.
Join a great team
We're a diverse team with decades of experience in financial services and a proven track record. We believe in treating everyone with transparency and respect.
Rapidly grow your career
We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles.
Share incentive plan and team bonus
Being part of Octopus we benefit from the group share incentive plan which means we can buy shares via salary sacrifice. For those who are not commission based we offer a team bonus of up to 10% provided we meet our team goals. The % allocation is determined on the basis of our collective performance.
Pension, enhanced parental leave, private medical insurance & other benefits
As an Octopus Money employee you'll get access to a company pension, enhanced parental leave, PMI and other benefits to make sure you're healthy and happy, now and in the future!
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We believe in equal financial education for everybody, no matter their background. We pride ourselves on building an inclusive working environment where diversity is celebrated.
We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other protected characteristic.
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Octopus Money
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At Octopus Money, we want to help millions of people take the first steps to making their life dreams a reality. We’re making it easier, cheaper and more exciting to get money advice from a real person – not just a robot. Schools don’t teach money and society makes it taboo. So most of us have no idea the amazing things that are possible if we take small steps to make our money go further. Imagine being tens of thousands of pounds better off. We’re here to make it happen. Through a combination of real, friendly people and really clever technology, we help you see where you stand today and build the plan for whatever you’re dreaming of. We believe workplaces are the best place to change the national conversation around money. So we partner with the UK’s best employers to make their pay and benefits go further – helping all their employees make the most of the money they earn. More than 200,000 employees have access to Octopus Money, with thousands more joining every month.