Be proud of the advice you give. Be proud of the business you’re part of.
You believe in brilliant financial planning — but you’re stuck with clunky systems, expensive fees, poor investment choices, or a lack of meaningful support. You’re constantly doing your best in a structure that doesn’t feel built for you — or your clients.
We believe it shouldn’t be this hard to do advice properly.
At Octopus Money, we’re building something different — and we’re looking for ambitious, values-driven advisers to join us.
About Octopus MoneyAt Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.
The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice. There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!
With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.
We believe everyone deserves personal, 1-to-1 advice with their money.
The role and opportunityDo you want to grow something of your own — while being fully supported by a brand, team, and proposition you can believe in? Please read on!
You will:
- Spend at least 50% of your time building your client bank, through personal and professional connections, events, networking, and introducer relationships
- Work closely with our in-house partnerships team to establish and grow referral channels
- Deliver holistic, high-quality financial planning across accumulation, retirement, and later-life stages
- Use cashflow modelling and our in-house platform to build and maintain great client outcomes
- Be part of a team that is shaping the future of advice delivery at Octopus
You’ll be expected to own your growth and success — but never feel like you’re doing it alone.
Why join Octopus Money?- 💻 Next-gen tech — built in-house to save you hours, not add admin
- 🏷️ Fair, fees — we’ll never knowingly be beaten on price
- 📊 High-performing, low-cost passive DFM
- 📋 Every client gets a real financial plan
- 👩💼 Female-led, B Corp certified, and ethics-first
- 🤝 Incredible support — A community of advisers and peers to learn from. Support from paraplanners, onboarding, operations
- 💬 Inclusive culture — 50:50 gender split
- 🎓 Mentorship from advisers who’ve built and sold firms
- 5+ years of experience in financial planning/advice
- CII Advanced Diploma or equivalent
- Proficient in cashflow modelling
- Confident communicator with excellent interpersonal skills
- Comfortable developing new business opportunities
- Motivated by purpose, not pressure
- Excited to work in a fast-growing, mission-driven team
We’re building a movement. Want to be part of it? Apply today or contact us for a confidential chat.
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!
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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 [email protected]
Top Skills
What We Do
At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.
The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.
There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!
With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.
To transform millions of lives, we need a movement – so whether you’re a workplace supporting your employees’ financial health or a firm that wants to offer affordable advice to your customers, we hope you’ll join us.
We believe everyone deserves personal, 1-to-1 advice with their money.
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