Overview
Associate Financial Planner Holborn Jobs in London, UK at Octopus Money Limited
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.
This role will be a hybrid of working in our office in London and at home.
About Octopus Money
We’re on a mission to help 5 million people feel confident about their money
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.
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 more secure and in control.
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.
The role Day to day you will be:
- Meeting with clients on video call understanding their goals and providing a tailored service to their needs
- Feeding back to relevant teams on how to streamline processes
- Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute solutions effectively
- Building strong relationships with clients by actively listening, asking insightful questions, and delivering clear, personalised financial guidance that aligns with their goals.
- Proactively identifying trends and client pain points, providing data‑driven insights to internal teams to enhance efficiency, improve customer experience, and drive business growth.
In this role, success will be measured by:
- Metrics in relation to supporting clients by building financial plans and helping them to take action with their money
We value people who:
Make every conversation matter
You care about how you make people feel. You communicate clearly, listen well and build trust with customers and colleagues. You want every interaction to move things forward.
Move with urgency and focus
You like getting stuck in. You care about making progress, not perfection. You stay focused on what matters, learn quickly and find smart ways to keep things moving.
Own it
You take responsibility for your work and the outcomes it creates. You’re comfortable solving problems, making decisions and tackling challenges head on. You hold yourself to a high standard and want to make a real impact.
Knowledge and experience required:
- Experience working in a customer facing role within financial services
- A solid understanding of investing, pensions, and mortgages
- Experience working in a fast‑paced environment
- A deep desire to make a positive impact
- Exceptional empathy, communication and influencing skills
- Strong problem‑solving skills and adaptability in high‑pressure situations
- Proven ability to handle complex customer inquiries with professionalism and efficiency
Nice to have (but not necessary)
- Bonus points for a qualification from a financial body or progression towards (CeMAP, ICA, CII etc)
About You 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…
Title: Associate Financial Planner Holborn
Company: Octopus Money Limited
Location: London, UK
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