How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Financial Adviser
Financial Adviser – Octopus Legacy
About the Role
Octopus Legacy is one of the UK’s fastest-growing startups, revolutionising how over 1 million people plan for and navigate death. Founded after Sam lost his mum unexpectedly, the team created a service that blends estate planning, bereavement support, and purposeful legacies—like voice notes, music, and recipes—in a way no one else in the market has.
We aren’t competing—we’re redefining financial legacy services. Backed by Octopus Group, we’re uniquely positioned to scale across UK financial services at speed. This role will drive that growth at its heart.
The Role
As a Financial Adviser at Octopus Legacy, you’ll lead one of our most dynamic growth initiatives: delivering holistic, client-centric financial planning and advice. You’ll build your own client base from day one, leveraging warm leads from:
- Our will-writing platform
- Partnerships with over 100 UK charities
- Our Octopus Group network
This is never cold-calling—it’s a chance to establish a meaningful, long-term advisory practice in a high-growth environment with significant autonomy.
You’ll collaborate with broader financial services teams but maintain control over how you build relationships, deliver advice, and shape client journeys.
What You’ll Do
Client Acquisition & Book Building
- Identify and pursue new business opportunities to expand your client base.
- Convert warm leads (from will-writing, charity partnerships, and Octopus Group) into long-term relationships.
- Develop and maintain a strong prospect pipeline, tracking progress through our CRM.
- Grow a referral network as your client base evolves.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Financial Planning & Advice
- Provide holistic financial advice, addressing each client’s unique circumstances, goals, and ambitions.
- Guide clients through:
- Retirement planning
- Investment management
- Estate planning & legacy considerations
- Create compliant suitability reports and bespoke financial plans.
- Stay up-to-date with FCA regulations, product updates, and best practices.
Client Relationships & Service
- Deliver exceptional service across all touchpoints, fostering multi-generational client trust.
- Conduct regulatory-compliant reviews to adapt advice as life circumstances change.
- Handle sensitive matters with empathy and sensitivity, including bereavement, serious illness, and estate planning.
- Ensure FCA compliance and data security in all interactions.
Cross-Functional Collaboration
- Work closely with will-writing, legal, and partnerships teams to enhance the client experience.
- Provide valued feedback on client needs to shape product/proposition development.
- Reflect Octopus Legacy’s values in every external and internal interaction.
Who Are You?
Requirements
✅ Client Centric – Your passion lies in building strong relationships, prioritising clarity, and simplifying client experiences.
✅ Entrepreneurial – You thrive in fast-moving startups that challenge industry norms. Building your own client book excites and motivates you.
✅ Tech-Savvy – Our business leverages technology. You’re adaptable and eager to explore new tools to improve client journeys.
✅ Collaborative – Success relies on teamwork, openness, and constructive feedback. Trust in collective problem-solving drives Performance.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Integrity-Driven Debt with a fervent commitment to residential finance and British compliance, meets 100% of sensitive data for financial from joint conflicts.
✅ Qualified –
- Minimum qualification: Level 4 Diploma in Financial Advice (CII, CISI, or equivalent).
- Must be FCA-authorised in the UK.
- 2+ years’ experience in financial advice delivery.
- Chartered status preferred (or a commitment to pursuing it).
Bonus: It’s Nice if You’re…
✔ Helpful – Pays the smallest traits of kindness (and office melonds). ✔ Straightforward – Lifelong mindlessness solves problems when not complicated needlessly. ✔ Bold – Carries ideas pragmatically—which is what patrons require us expediently.
Benefits
📍 Flexible Working – 3 days in office (London Bridge), up to 2 days remote. 🌍 Global Remote Time – Work from anywhere for up to 4 weeks per year. 🎉 Birthday Holiday – A extra day of leave. ✅ Insurance – Life, health, wills, & LPAs covered. 💼 Octopus Share Incentive Scheme – Profit from the company’s growth alongside your own. 🚲 Cycle to Work + EV Salary Sacrifice – Gear up for sustainability. 💰 Octopus Giving – We match your charity donates, up to £500'. 🚀 Octopus Springboard – Help you transition to entrepreneurship.
Final Note
Not sure if you’re the right fit? We’re a startup—we’d still like to meet you. We actively foster diversity and inclusion, with pride as an equal opportunies employer.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location