Paraplanner

Join Octopus Money, a mission-driven financial services business in the UK. As a Paraplanner, you'll play a key role in delivering high-quality financial advice, supporting our advice team, and helping clients plan for their financial future. This is a great opportunity for someone with a passion for helping others and a strong analytical mindset.

• Delivering high-quality financial advice to customers, including cashflow modelling and replacement business analysis.
• Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute solutions effectively.
• Responding to technical client queries and ensuring compliance with regulatory requirements.