We’re looking for an experienced Financial Adviser to help us deliver the next generation of financial advice and become the most recommended financial services business in the UK. This is an ideal opportunity for an ambitious self-starter to accelerate their development by taking a broad and varied role within a rapidly growing company.
Your role:
At Octopus Money, we’re building the future of financial advice. We constantly question how we can do better for our clients, and serve them a comprehensive and holistic proposition throughout their life stages.
You’ll have the opportunity to work with both existing and new clients. We’ll set you up with our existing client bank, in addition to paving the opportunity to convert new leads.
Your role is to advise clients on a holistic basis across accumulation, retirement and later life planning. We also have a spectrum of experts in our business and Octopus Group to work with, who can support with divorce, retirement planning and death.
This is a role for someone who wants to grow something of their own, against a backdrop of Octopus Money’s proposition to believe in.
You will:
Be used to managing a large portfolio of clients, from first advice meeting through to implementation and ongoing reviews
Spend some of your time building your client bank, through personal and professional connections, events, networking, and introducer relationships
Work closely with our in-house partnerships team to establish and grow referral channels
Deliver holistic, high-quality financial planning across accumulation, retirement, and later-life stages
Use cashflow modelling and our in-house platform to build and maintain great client outcomes
Be part of a team that is shaping the future of advice delivery at Octopus
Helping to train, support and manage more junior colleagues
You’ll be expected to own your growth and success — but never feel like you’re doing it alone
Take part in file reviews and quality checks, and act on feedback
Ideal candidates will have:
7+ years of industry experience in financial planning/advice
CII Diploma in Regulated Financial Planning (DipPFS); Chartered/Level 6 desirable but not required
Proficient in cashflow modelling
Broad range of experience in various areas of advice (pensions, VCTs, Inheritance Tax protection and everything in between)
Excellent attention to detail
Confident communicator with excellent interpersonal skills
Comfortable developing new business opportunities
Motivated by purpose, not pressure
Excited to work in a fast-growing, mission-driven team
What’s in it for you:
Base salary: Between £75,000-£85,000 (depending on experience) + bonus and benefits.
Success looks like this at Octopus Money:
You can handle ambiguity. You’re comfortable using judgement to create structure and applying first principle thinking
You’re someone who ‘chases the ball’, rather than just hoping others pick it up. We look for determination, resilience and a healthy dose of optimism
You thrive in a fast paced environment. You’re open to course correct when needed, and challenge yourself and others to
About Octopus Money
🐙 We’re on a mission to become the most recommended financial services business in the UK 🐙
Money shapes every part of life. Yet most people never get the support they need:
Half of Brits reach retirement age without enough to live the life they want
Financial stress is a leading cause of poor mental health
Only 8% of people have access to 1-to-1 financial advice
There’s no shortage of information. What people actually need is clarity, guidance and a plan that makes sense for them.
That’s where we come in.
Octopus Money brings together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence. We help people build a clear plan for their savings, investments and pensions and make investing simple with managed portfolios built by experts. We also support employers who want their teams to feel…