Associate Financial Planner Holborn, London UK

Applied Intuition Inc.; Greater London; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A financial services company in Greater London is seeking an Associate Financial Planner to help provide tailored financial advice and support to clients. This role allows for hybrid working and promises career progression into leadership or advisory roles. The ideal candidate will have a strong background in customer service, a solid understanding of financial products, and a genuine desire to help people manage their finances effectively. You'll work collaboratively with teams to enhance client experiences and support their financial goals.

Benefits

Hybrid working model

18 days work from anywhere

Share incentive plan

Pension scheme

Private medical insurance

Enhanced parental leave

Birthday day off

Qualifications

• Experience in customer facing role within financial services.
• Solid understanding of investing, pensions, and mortgages.
• Ability to handle complex customer inquiries with professionalism.

Responsibilities

• Meet with clients on video call to understand their goals.
• Provide tailored service to client needs.
• Identify trends and client pain points.

Skills

Customer service experience

Understanding of investing

Empathy and communication skills

Problem-solving skills

Education

Financial qualification or progression towards (CeMAP, ICA, CII)

Job description

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.

That’s where we come in.

Octopus Money brings together financial planning, investment expertise and smart technology so 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 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!

Our team

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 join us. You’ll help us improve the lives of our clients and contribute to how we grow and support more people.

This is a great opportunity for someone who enjoys talking about personal finances and helping people. You’ll learn fast, work across the business and see the impact of your work every day.

Join a team that cares about the work and each other

We’re a diverse group with decades of experience in financial services and a track record of building things that last. We avoid office politics and believe in treating people with transparency and respect.

Grow your career, fast

We back people who raise the bar and give them room to do great work. As we scale, there will be chances to take on more responsibility and shape your role, whether that means developing expertise in financial services and financial guidance, building out management experience,, or progressing into a regulated Financial Advice role.

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 2 days at home each week to begin with, this may be raised when through probation
• 18 days a year working from anywhere (for non regulated roles)
• Share incentive plan and team 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

We’ll keep you updated on the process and let you know next steps. HR will reach out with details on the next interview stage or to inform you that you were not selected.

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. NB - Due to compliance 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. In addition, for those who are not commission based we offer a team bonus provided we meet our team goals.

Pension, enhanced parental leave, private medical insurance & other perks

As an Octopus Money employee you'll get access to a company pension, enhanced parental leave, PMI, day off for your birthday and other benefits to make sure you're healthy and happy, now and in the future!

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, or disability status.

If you require support completing your application please contact Luke Stepney, Head of Talent at [e-mail]