• Paraplanner

    Job Locations UK-London
    Job ID
    # of Openings
    Business Entity
    Octopus Investments
    Permanent Full-Time
  • Overview

    Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector.



    You are a star Paraplanner with several years of experience.
    You have a passion for life planning, and helping clients achieve their goals and dreams.
    You get frustrated by advice only focused around one product, on one need, or just targeting blatant asset gathering.
    You love tech and see opportunities to innovate across the planning process for the benefit of financial advisers and their clients.
    You have lots of ideas about how paraplanning processes could be improved and want to bring your ideas to life.
    You have a Certificate in Paraplanning or a Diploma in Financial Planning.




    You will be a key part of a small team that is building solutions to allow advisers to give their clients amazing life planning focused solutions.


    Flexible working hours.
    Stunning office based in Central London.
    Competitive salary & benefits.
    Very diverse/multinational team.



    Our Values 


    Be helpful

    Random acts of kindness make the workplace a better place. So, go out of your way to be helpful, and give people reasons to smile.


    Be straightforward
    Life is complicated enough. Don’t make it harder for yourself, or for others. Sometimes the simplest approach works wonders.


    Be bold
    Every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself.




    At Octopus, we recognise the importance of embracing diversity in order to create a high performance culture.








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