Paraplanner, Octopus Money
£40-60k
Team bonus + Share incentive plan (shares purchased matched at 1.5x by Octopus Group)
3 days a week in office (Holborn)
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
£40-60k
Team bonus + Share incentive plan (shares purchased matched at 1.5x by Octopus Group)
3 days a week in office (Holborn)
101-200 employees
Company mission
To become the most recommended financial services business in the UK.
Role
Who you are
- CII Level 4 qualification
- 2+ years Paraplanning experience
- Proponent of cashflow modelling
- Team player who is passionate about customer outcomes
- Excellent attention to detail
- Broad range of experience in many areas of advice, with a focus on investments, pensions and tax planning
- Excellent communication skills with the ability to challenge and influence decision-making
- Accountability and ownership for own deliverables
- Desire to improve everything you touch and develop your own skills
What the job involves
- Helping advisers deliver high quality financial advice to customers
- Establishing advice and writing appropriate suitability reports and letters
- Undertaking cashflow modelling
- Working on replacement business analysis
- Responding to technical client queries
- Liaising with the administration team to ensure advice is successfully implemented
- Using initiative to help further enhance efficiency
- Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute solutions effectively
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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