or apply directly on Octopus Money's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 71 days Octopus Money's roles stay open a median of 72 days
- Reposted
- No
- Salary listed
- No 0% of Octopus Money's roles list one
- Ghost-job risk at Octopus Money
- high 7 stale, 1 reposted of 7 open
- Hiring momentum
- 10 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-22
Measured from postings appearing on and disappearing from Octopus Money's own greenhouse board since 2026-08-03. Full hiring picture for Octopus Money.
About this role
As an Associate Financial Planner at Octopus Money, you will work directly with clients via video calls to help them understand their financial situation and develop tailored financial plans. Your role involves coaching clients to uncover their goals, providing expert financial guidance, and motivating them to take actionable steps towards their financial objectives. You will also collaborate with internal teams to enhance client experience and contribute to business growth.
- benefits
- 5/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Octopus Money as an employer.
What you need
- 2+ years in a client facing financial services role
- A solid understanding of investing, pensions, and mortgages
- Experience working in a fast-paced environment
- 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
- Bonus points for a qualification from a financial body or progression towards (CeMAP, ICA, CII etc)
What you get
- Base salary of £40,000 - £45,000 DOE
- 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
Worth weighing
- No specific details on the company's financial technology stack or tools used
- The role involves a significant amount of client interaction, which may not suit everyone
- Background checks are required due to the regulated nature of the business
Summarised from Octopus Money's posting. Read the full original.
Listed by Octopus Money on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.
More roles at Octopus Money
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