Financial Adviser

Octopus Legacy

The Company Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something. We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there. The Role As an Financial Adviser at Octopus Legacy you’ll be at the heart of one of our most exciting growth areas: delivering holistic, financial planning led advice to clients  You’ll have the opportunity to build your own book of clients from day one, with warm leads generated through our unique partnerships with over 100 UK charities, our will writing platform, and our wider Octopus Group network. This isn’t a cold calling role, it’s a genuine opportunity to build a meaningful, long term advisory practice within a high growth business. You’ll sit within a broader financial services function but will have significant autonomy to shape your client relationships and approach. If you’re a driven, client centric adviser who wants to build something meaningful at scale, this role is for you. What You’ll Do Client Acquisition & Book Building * Create new business opportunities to build your own book of new clients * Convert warm leads generated through our will writing platform, charity partnerships, and Octopus Group network into long term client relationships * Develop and maintain a strong pipeline of prospects, tracking activity and progress through our CRM * Build a referral network over time as your client base grows Financial Planning & Advice * Provide holistic financial advice with a financial planning led approach, understanding each client’s unique circumstances, goals, and aspirations * Help clients chart the course to live the lives they dream of, from retirement planning and investment management through to estate planning and legacy considerations * Produce clear, compliant suitability reports and financial plans tailored to each client * Stay current with regulatory requirements, product developments, and financial planning best practice Client Relationships & Service * Deliver an exceptional client service experience at every touchpoint, building multi generational relationships with both mass affluent and high net worth clients * Conduct regular client reviews to ensure advice remains appropriate and relevant as circumstances evolve * Work sensitively and empathetically with clients around life events including bereavement, serious illness and estate planning * Ensure all client interactions and records meet FCA compliance and data protection requirements Cross-functional Collaboration * Work closely with our will writing, legal, and partnerships teams to ensure a seamless client experience across the Octopus Legacy product suite * Contribute feedback on client needs and market insights to help shape product and proposition development * Represent Octopus Legacy’s values and brand in all client and external facing interactions Who are you * Client centric: you put clients at the centre of everything you do. Building strong relationships, paying close attention to detail, and making things more straightforward for clients comes naturally to you * Entrepreneurial: we’re a fast growing startup looking to change an industry. The idea of building your own book of clients should genuinely excite you and you’ll bring the determination and innovative thinking to make it happen * Comfortable with technology: we use technology to support and enhance our client journeys and are always innovating. An open mind for learning new tools and approaches is a must * A team player: our teams work in a close knit, collaborative way. You’ll be open to trying new approaches, sharing ideas and giving and receiving feedback in a constructive spirit * Integrity driven: we handle highly sensitive personal and financial data every day. Our people must hold the highest standards of personal and professional integrity, and conduct themselves in line with FCA requirements at all times * Qualified: you must hold a minimum Level 4 Diploma in Financial Advice (CII, CISI or equivalent) and be authorised to provide regulated financial advice in the UK. Chartered status is strongly preferred, or a commitment to work towards it. You’ll also have at least two years’ experience providing financial advice to clients You'll feel right at home if you're… * Helpful: random acts of kindness make the workplace a better place. Go out of your way to be helpful and give people reasons to smile * Straightforward: life is complicated enough. Don’t make it harder for yourself, or for others. Sometimes the simplest approach works wonders * Bold: every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself    Benefits * Flexible working: 3 days in the office (London Bridge), up to 2 days remote * Work from anywhere in the world for up to 4 weeks per year * An extra holiday day for your birthday * Life insurance, Health insurance, Will & LPAs * Octopus share incentive scheme * Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme * Octopus Giving: we match any charitable fundraising that you do up to £500 * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application. We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.

Titan Wealth

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally.  It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The Titan Wealth Legal team are looking to recruit an enthusiastic, proactive and resilient candidate who thrives on the pressures of delivering consistently high-quality advice to a dynamic and constantly evolving business, for a challenging and rewarding Wealth Management legal role focusing on regulatory advisory (UK and international) work to join their legal team on a permanent basis. The role requires the ability to manage a diverse workload of matters ranging from keeping abreast of regulatory developments impacting the Titan Wealth businesses, advising on regulatory implementations to assessing regulatory implications of new business initiatives and specific client situations.

Triple Point

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.  There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work  2025 & 2026'. If this sounds like an environment where you would flourish, then read on… The Function & Team  The Strategic Partnerships team is responsible for developing and managing Triple Point’s key distribution relationships with national advice firms, adviser networks, service providers, and other influential organisations across the UK financial services market.  Part of the wider Retail Sales function of approximately 40 colleagues, the team plays a critical role in driving growth across Triple Point's adviser-led investment solutions, including Business Relief, Venture Capital Trusts (VCTs), and Income Service products.  This role sits within a team of four Strategic Partnerships professionals who work collaboratively to strengthen existing relationships, identify new business opportunities, and enhance Triple Point's presence within the adviser community. The team combines strategic account management with business development activity, helping to broaden distribution, deepen partnerships, and support the delivery of sustainable growth across the business.  The Role   * Build and manage relationships with a portfolio of key accounts to become a trusted partner, influencing senior stakeholders across national advice firms, networks, and strategic partners to increase awareness, engagement, and distribution of Triple Point's investment solutions.  * Partner closely with the Business Development team to support activity within key accounts - sharing market intelligence and building their understanding of advice guidance.  * Proactively expand relationships within advice firms through outbound activity, including telephone engagement, email campaigns, LinkedIn networking, and targeted prospecting.  * Deliver impactful training sessions and relationship meetings across virtual, in-person, and event settings, representing Triple Point professionally and building brand awareness across the adviser market.  * Collaborate with Marketing, Retail Strategy and other internal stakeholders to develop innovative content, campaigns, and collateral that enhance adviser engagement and support commercial objectives.  * Gather and communicate market insights, adviser feedback, and industry trends to help inform product development, proposition enhancements, and strategic decision-making.  * Take ownership of individual and team objectives, applying a broad commercial mindset to spot opportunities across the client base, support their progression, and protect existing business; contributing to the continued growth of the Strategic Partnerships function and the Retail Sales business.  Experience   Essential  * Strong knowledge of tax-efficient investment solutions, including Business Relief, Venture Capital Trusts (VCTs), and other adviser-led investment products.   * Ability to confidently engage with Financial Advisers and specialist firms, articulating the benefits, underlying investment strategies, risks, and key mitigants associated with tax-efficient solutions.  * Broad understanding of the UK financial services and intermediary market, including adviser firms, networks, platforms, and distribution channels.  * Demonstrate strong business development and stakeholder engagement skills, able to build credibility and influence at all levels.  * Commercially minded, able to identify opportunities for business growth and deepen strategic partnerships.  * Strong organisational and project management skills, able to manage multiple priorities and stakeholders effectively.  * Experience within financial services business development, strategic partnerships, key account management, or adviser-facing sales roles.  Desirable  * Hold, or be working towards, a relevant professional qualification (e.g. CII, CISI or equivalent)  * Familiarity with CRM systems and data-led account planning.  Personal Qualities:   * Have a proven ability to own & manage your business development plan to build new and enhance existing relationships with relevant firms such as financial advice networks, wealth managers and other adviser-led distributors.  * Be a good networker – identify strategic opportunities to promote Triple Point’s investment solutions; be able to assess the financial & resource costs of these opportunities and prioritise accordingly.  * Be able to share your knowledge internally with colleagues & other stakeholders in a collaborative way to help them achieve business goals.    * Be pro-active & commercially aware, able to demonstrate how you will become a trusted partner and encourage the use of Triple Point solutions.  * Be resilient and adaptable, with the ability to respond positively to changing priorities, market developments, and business needs.  * Have strong analytical skills, able to interpret management information and complex datasets, identify trends, and translate insights into meaningful actions that support business growth.  Why Join us?  * You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.  * Be part of an innovative and growing team  * We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.  At Triple Point, high performance means living our values every day:  * Stay Curious.   * Be Generous.   * Take Thoughtful Action.   * Pull Together.  * Own It.  In line with our values Stay Curious and Take Thoughtful Action every employee has access to AI tools. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgment.    Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.  Apply today for further information! Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company. Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.  STRICTLY NO AGENCIES