Paraplanner

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.

• 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

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.

At Octopus Money we help people get control of their money in the way that works best for them - so we deliver both financial

coaching and financial advice under one roof. This role is in the advice team but also offers an unparalleled opportunity to apply

your skills to solve the advice gap in a whole new way by working alongside a team of financial coaches.

Day to day, the Paraplanner will play a key role in delivering high-quality advice and supporting our advice team to ensure we're

providing a world class customer experience. The ideal candidate will be someone who prides themselves on delivering the highest

quality of financial advice and is passionate about solving problems.

• Responsible for delivering high quality financial advice to our customers
• Undertaking cashflow modelling
• Working on replacement business analysis
• Responding to technical client queries
• Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute

solutions effectively.

A genuine desire to help people

We are a mission-driven business, so it’s important that you can demonstrate a strong desire to help people and improve their

lives.

Collaborative and a great team player

We’ve built a great team of top performers, and you’ll need to work with others from across the business to identify problems,

agree solutions and implement changes

Problem solver at heart with an analytical mindset

You should be someone who gets excited by complex problems and can find creative ways to solve them no matter what your level of

knowledge and experience with the subject matter. You should be able to digest complexity and develop a plan to move forward,

without losing sight of the important details.

Goal driven and not afraid to get stuck in

We like to set ambitious goals and find creative ways to hit them, even if that means rolling up our sleeves and doing manual

tasks before we’ve managed to fully automate them. You should have a bias towards action and getting things done.

• CII Diploma in Regulated Financial Planning (Level 4) or equivalent (working towards will be considered) and good technical

knowledge.

• 2 years+ industry experience
• Proponent of cashflow modelling
• Team player and passionate about customer outcomes.
• Excellent attention to detail
• Good working knowledge of core advice areas (pensions, investments, and protection)
• Excellent communication skills and the ability to articulate technical concepts
• Accountability and ownership for own deliverables
• Desire to improve everything you touch and develop your own skills

• 18 days a year working from anywhere (for non regulated roles)
• Bonus for non-commission based roles
• Company pension
• Private medical insurance
• Enhanced parental leave
• Birthday day off
• A supportive team who care about what they do
• The chance to help people improve their lives

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

We’re part of the Octopus Group: a privately-owned business that’s been doing things differently for 25 years. Octopus sets out to

build businesses that will outlive us and create a better world for future generations, including brands such as Octopus Energy,

Octopus Investments and Octopus Legacy.

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.