Paraplanning Manager, Octopus Money
£65-80k
+ Share incentive plan (shares matched at 1.5x by Octopus Group)
More information about location
3+ days a week in office (Holborn, London)
Making advice and investing accessible for all
Job no longer available
Making advice and investing accessible for all
101-200 employees
Job no longer available
£65-80k
+ Share incentive plan (shares matched at 1.5x by Octopus Group)
More information about location
3+ days a week in office (Holborn, London)
101-200 employees
Company mission
To become the most recommended financial services business in the UK.
Role
Who you are
- 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
- You might be:
- An experienced Paraplanning Manager or Technical Manager ready to modernise a function
- A senior paraplanner who has already led transformation initiatives
- Someone who has worked in a tech-enabled advice firm and understands scalable models
- You’ll likely bring:
- Strong technical financial planning knowledge
- Experience leading paraplanning or technical teams
- Confidence working with cashflow modelling and suitability frameworks
- A track record of improving process efficiency and quality standards
- Curiosity and enthusiasm for AI and workflow automation
- Comfort operating in a fast-moving, iterative environment
- Most importantly, you’ll care about building something better
- This is a great opportunity for someone who enjoys operational leadership, technical innovation, and building scalable systems. You’ll learn fast, work across the business and see the impact of your work every day
What the job involves
- We’re looking for a Paraplanning Manager to join us. You’ll help us evolve our paraplanning function into a modern, high-performing technical centre of excellence and contribute to how we grow and support more people
- As our Paraplanning Manager, your day will involve:
- Leading & evolving: Coaching and developing our paraplanners into confident, commercially aware technical professionals
- AI Integration: Driving the operational integration of AI tools into workflows to ensure responsible, accurate, and auditable advice outputs
- Standards & quality: Owning the end-to-end suitability production standards, ensuring technical robustness and consistency across all advice
- Operational excellence: Developing MI dashboards for visibility on productivity and quality while improving case throughput and capacity planning
- You’ll work closely with Wealth Planning leadership and the Product/Technology teams, helping us bridge the gap between technical financial planning and scalable, tech-led delivery
- In this role, success will be measured by:
- Efficiency & scale: Improvement in case throughput and reduction in rework through structured workflows
- Technical quality: Maintaining high-quality assurance scores and robust feedback loops across the advice function
- Innovation: Successful adoption and measurable impact of AI and automation within the paraplanning journey
Application process
- 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 with the COO and then CEO
- 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
Salary benchmarks
Our take
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 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 and what people actually need is clarity, guidance and a plan that makes sense to them.
That's where Octopus Money comes in. They bring together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence.
They help build a clear plan for their savings, investments and pensions and make investing simple with managed portfolios built by experts. On top of this, they also support employers who want their teams to feel more secure and comfortable. So while some people may need regulated advice, others coaching, or both, their service adapts to every use case.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- 18 day “work from anywhere” allowance every year (you can choose to work from home or anywhere, including other countries)
- 6% company pension
- Enhanced maternity, paternity, adoption or shared parental leave, if you’ve been with us for at least 15 months: 6 months fully paid leave for primary carers, 2 months fully paid leave for secondary carers
- Private health insurance through Aviva
- Employee Assistance Programme offering a 24/7 confidential advice line for you and your immediate family members
- Discretionary up to 10% bonus at the end of each financial year, based on the performance of the company
- Access to the Octopus Group Share Incentive Plan
- Paid therapy via Spill
Company values
- Make Every Conversation Matter - We care deeply about how we make customers and colleagues feel – on every call, email, screen and event. It won’t always be perfect, but we’ll always work harder to keep making it better.
- Move with Urgency and Focus - We’re impatient to make remarkable things. We focus on what matters most, make fast initial progress and then iterate forward.
- Own It - We take full ownership of our work – from the smallest detail to the final outcome. We have the courage to break new ground, to hold ourselves and each other accountable, to tackle challenges head-on and find solutions that make a lasting impact.
Company HQ
Holborn, London, UK
Articles
Leadership
Dan Marsh
(CEO)Dan joined Octopus in 2014 and quickly progressed through sales leadership roles to board level positions across the portfolio. Made CEO of Octopus Money in 2026.
Diversity, Equity & Inclusion at Octopus Money
- 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.
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