Octopus Money
Paraplanner
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Paraplanner – Position Open
🏆 🎉 We're proud to announce we’ve won Advice Firm of the Year at the Money Marketing Awards 🎉 🏆
Our team plays a key role in delivering Octopus Money’s mission – transforming the lives of our clients by helping them plan for their financial future. We care about meaningful work, moving quickly, and continuous learning.
We’re looking for a Paraplanner to join us. You’ll help deliver on our advice process, translating client goals into robust, compliant, and actionable financial strategies, while contributing to growth and supporting more people.
This is a great opportunity for someone who loves working with Financial Advisers, ensuring clients receive top-tier technical analysis and tailored reporting. Expect to learn fast, collaborate across the business, and witness your impact daily.
About Octopus Money
🐙 We’re on a mission to become the most recommended financial services business in the UK. 🐙
Financial decisions shape every part of life—but many Brits lack the support they need:
- Half of Brits reach retirement without savings enough for the life they want.
- Financial stress drives poor mental health.
- Only 8% have access to personalised financial advice.
There’s no shortage of information. What’s missing is clarity, guidance, and a personalised action plan.
That’s why we work differently. At Octopus Money, we combine financial planning, investment expertise, and smart technology to help people:
- Understand their options with confidence
- Build a clear savings, investment, and pension strategy
- Invest simply with expert-built portfolios
- Access tailored advice or coaching—or both—at key life moments
We believe everyone deserves pragmatic, flexible money support.
The Role & Opportunity
At Octopus Money, we give people control of their finances through financial coaching and regulated advice under one roof. This Paraplanner role pays you to address the advice gap—and do it in a whole new way by bridging advice and coaching.
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Your daily focus will be delivering high-quality advice while expanding your horizons with our financial coaches. The ideal candidate prides themselves on operational excellence and loves solving challenges to create transformational customer experiences.
Day-to-Day Responsibilities
You’ll play a key role in:
- Delivering high-quality financial advice to our customers.
- Conducting cashflow modelling to create personalised strategies.
- Analysing replacement business for portfolio optimisations.
- Handling technical client queries with expert precision.
- Collaborating across teams to identify opportunities, solve problems, and drive operational improvements.
About You
You’re Our Culture Match If You…
✅ Care deeply about helping people—we’re a mission-driven business, and passion for our purpose drives our success.
✅ Are a great teammate—our growth stems from cross-team collaboration, troubleshooting, and creative consensus-building.
✅ Embrace complexity as a puzzle—you thrive when breaking down difficult problems, whatever your level of existing knowledge. You excel at turning messy data into clear, actionable plans.
✅ Own your ambitions—we set bold goals and sharpen them with dirt-on-the-nails creativity. A “just get it done” attitude fuels innovation.
Requirements
Must-have:
- CII Diploma in Regulated Financial Planning (Level 4) or equivalent. (Working toward certification will be considered.)
- 2+ years of industry experience.
- Proven expertise in cashflow modelling (too critical to compromise).
- Technical knowledge of pensions, investments, and insurance.
- Sharp detail-oriented—even the smallest oversight risks costly errors.
- Dynamic communication: explaining technical jargon accessibly to clients, advisers, and internal teams.
- Take ownership—hold yourself accountable for meeting deadlines and high standards.
- Insatiable curiosity—always seeking ways to improve processes and sharpen your skillset.
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What We Offer
- £35,000–£45,000 DOE ( Fixed salary)
- Flexible benefits:
- 18 days remote work per year (for regulated roles).
- Cash and stock-based bonus for non-commission roles.
- Pension scheme with employer match.
- Group private medical insurance.
- Extended parental leave (plus an extra holiday day on the day of your baby’s birth).
- Birthday day off (because… why not?).
- Collaborative environment: Eager teams equally committed to growth and impact.
- Rare chance to shape financial advice, ensuring it serves real people effectively.
Diversity and Inclusivity
We’re part of Octopus Group, a business that values people above all else. Equal financial education equals an equal workplace. Here, diversity is celebrated and never compromised. We do not discriminate based on factors such as race, religion, age, gender, sexual orientation, veteran status, disability, or background.
Background Checks
As a regulated firm, we conduct criminal record and financial background checks for direct applicants only. These occur post-offer.
Get in touch: If you need help draft in your application, email applications@octopusmoney.com.
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