--- title: 'Associate Financial Planner at Octopus Money' canonical: 'https://feeny.ai/job/associate-financial-planner-octopus-money-holborn-london-e7zekn7e94dq' type: 'job' last_seen: '2026-09-11' --- # Associate Financial Planner at Octopus Money - **Company:** Octopus Money - **Location:** Holborn London, United Kingdom - **Posted:** 2026-08-11 - **Last confirmed live:** 2026-09-11 - **Apply:** https://job-boards.greenhouse.io/octopusmoney/jobs/6141110004 ## Job description Our 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. 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 be a hybrid of working in our office in London and remote. ## 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 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. Day to day you will be - Working with clients to build tailored financial plans based on their goals and motivating them to take action to bring their plan to life. - 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: - 2+ years in a client facing financial services role. This could be as a Mortgage Adviser, Personal Banker or Financial Coach. - 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 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! The interview process Our interview process typically includes: - An intro call with our talent team - A competency-based interview with the hiring manager - A panel interview with a short task presentation - A conversation focused on how you work and what you value We’ll keep it simple and respectful of your time, and you’ll meet the people you’ll actually work with. Our average process takes around four weeks but we’ll always work around your availability. What’s in it for you In return for your contribution we offer a base salary of £40,000 - £45,000 DOE + benefits We want people to grow here, to feel supported and to feel proud of the impact they make! You’ll get: - Hybrid working with 3 days in the office each week (Tuesday - Thursday) - 18 days a year working from anywhere (for non regulated roles) - Performance-based bonus - Company pension - Private medical insurance - Enhanced parental leave - Birthday day off - A supportive team who care about what they do - The chance to help people improve their lives 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. We believe in equal financial education for everybody, no matter their background. The same goes for opportunities within our team. 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, or disability status. If you require support completing your application please contact people@octopusmoney.com. ## About Octopus Money ## Company Overview - **One-liner**: Octopus Money makes investing and financial advice accessible to more people by combining expert support with smart technology, serving individuals and employers across the UK. - **Entity Type**: Private (certified B Corp, owned by founders and employees) - **Headquarters**: Holborn, London, United Kingdom - **Founded**: 2023 - **Founders**: Not publicly available (part of the Octopus Group, a family- and employee-owned business founded in 2000) ## Core Business - **Primary industry/industries**: Financial services – wealth planning, investing, and financial advice - **Target customers**: B2C (individuals with £200k+ or up to £200k to invest) and B2B (employers offering financial wellbeing benefits to over 250,000 employees) - **Mission or purpose**: “To help 5 million people feel confident about their money” and to make investing and high-quality advice accessible to all at a fair price. ## Products & Services - **Financial Coaching**: For individuals with up to £200k to invest; includes a 1‑to‑1 coach, a personalised financial forecast, and guidance you can act on. Cost: from £299. - **Wealth Planning**: For households with £200k+ to invest; includes a qualified financial adviser and planner, tax-efficient strategies, retirement planning, and inheritance tax planning. - **Financial Adviser Services**: Qualified advisers provide regulated advice and personal recommendations, supported by a dedicated paraplanner and operations team. - **Workplace Partnerships**: Brings 1‑to‑1 financial guidance to employees of partner companies (260 workplace partnerships as of latest data). ## Market Standing - **Valuation/Market Cap**: Not disclosed (privately held) - **Key Metrics**: £4.3bn assets under management; 35,000 clients served; 260 workplace partnerships; part of Octopus Group which manages £9.6bn in funds under management (March 2025). - **Notable Investors/Partners**: Octopus Group (parent company); partners with leading UK employers. - **Growth Signals**: Named “Advice Firm of the Year” at the Money Marketing Awards 2025; certified B Corp; 85% of the UK recognises the Octopus brand; expanding AI‑first tech stack and in‑house platform SECCL. ## Competitive Advantages - **B Corp certification** – committed to social and environmental impact. - **Hybrid model** – combines expert human advisers with smart technology (AI‑first tools, in‑house platform). - **Transparent, low‑cost fees** – no hidden charges, passive investment approach, quarterly rebalancing. - **Strong brand trust** – part of the Octopus Group, known for Octopus Energy (UK’s most loved energy provider). - **Employer‑focused distribution** – reaches over 250,000 employees through workplace partnerships. ## Strategic Focus - Scaling access to financial advice by deepening employer partnerships and expanding the adviser network. - Investing in AI and technology to improve adviser efficiency and client experience. - Building a sustainable, ethical business that “outlives” its founders – employee‑owned and values‑driven. ## Why Work Here - **Culture**: Collaborative, mission‑driven, transparent (publishes pay bands for every level). Values include “iterate”, “work”, and making a lasting impact. - **Hybrid work**: Option to work from home on Mondays and Fridays; 18‑day “work from anywhere” allowance per year. - **Benefits**: - 6% employer pension contribution (Smart Pension, salary sacrifice) - Private health insurance (Aviva) - Mental health support via Spill - Gym discounts - Enhanced parental leave: 6 months fully paid for primary carers, 2 months for secondary carers (after 15 months service) - Personal learning & development budget - Octopus Group mentoring scheme - Team bonus up to 10% (non‑commission roles) - Charity match up to £500, volunteer days, Give As You Earn - Free hot drinks, fruit, and stocked drinks fridge on Thursdays - **Engineering culture**: Building an AI‑first tech stack (Golang backend, platform SECCL); roles include Mid Backend Engineer (Golang). ## Sources 1. [octopusmoney.com](https://octopusmoney.com/careers) – Careers page (benefits, hybrid policy, perks) 2. [octopusmoney.com](https://octopusmoney.com/about-us) – About us (history, mission, B Corp, Octopus Group) 3. [job-boards.greenhouse.io](http://job-boards.greenhouse.io/octopusmoney) – Open roles (Engineering, Wealth Planning, Commercial) 4. [octopusmoney.com](https://octopusmoney.com/adviser-recruitment) – Adviser recruitment (AUM, clients, partnerships, tech stack, pricing) 5. [octopusmoney.com](https://octopusmoney.com/) – Homepage (services, awards, mission) ## Other roles at Octopus Money - [Head of Personal Finance](https://feeny.ai/job/head-of-personal-finance-octopus-money-london-hkfvqbz6wkwr) — London, United Kingdom - [Customer Outcomes Manager](https://feeny.ai/job/customer-outcomes-manager-octopus-money-holborn-london-9pss6febp7x0) — Holborn London, United Kingdom - [Pensions Consultant](https://feeny.ai/job/pensions-consultant-octopus-money-london-fznr48e405x2) — London, United Kingdom - [Account Executive New Workplace Sales](https://feeny.ai/job/account-executive-new-workplace-sales-octopus-money-london-7rf5e87q420a) — London, United Kingdom