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 a Paraplanner to join us. You’ll help us deliver on our advice process, translating client goals into robust, compliant, and actionable financial strategies, and contribute to how we grow and support more people.
This is a great opportunity for someone who enjoys working with Financial Advisers to ensure our clients receive the highest standard of technical analysis and bespoke reporting. You’ll learn fast, work across the business and see the impact of your work every day.About Octopus Money
🐙 We’re on a mission to become the most recommended financial services business in the UK 🐙
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 people 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
As a Paraplanner, your day will involve:
Helping our advisers deliver high quality financial advice to our 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 our administration team to ensure advice is successfully implemented
Using your initiative to help further enhance our efficiency
Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute solutions effectively
You’ll work closely with our advice and administration teams, helping us deliver industry-leading advice and service.
In this role, success will be measured by:
Ability to accurately formulate advice and write the resulting suitability report / letter
The pace at which you can work accurately
Extent you are a helpful team player
We value people who:
Make every conversation matterYou 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 focusYou 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 itYou 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.
What we look for
CII Level 4 qualification
2+ years Paraplanning experience
Proponent of cashflow modelling
Team player and 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 and able to challenge and influence decision-making
Accountability and ownership for own deliverables
Desire to improve everything you touch and develop your own skills
What’s in it for you
In return for your contribution we offer a salary of £40,000 - £60,000 DOE + benefits
