Octopus Money
Financial Services
Paraplanner
“Paraplanner at Octopus Money. Skills: Financial advice, Cashflow modelling, Client support. Deliver high quality financial advice. Undertake cashflow modelling”
What You'll Achieve.
Deliver highest standard of technical analysis; Provide world class customer experience; Help people plan for financial future; Help people understand options; Help people take action with confidence; Help people build clear plan; Make investing simple; Help employers feel secure; Help people get control of money
Industry & Context.
Analytical mindset; Digest complexity; Develop a plan
Adverse financial background checks, Unspent convictions background checks
What They're Looking For.
Must Have
CII Diploma in Regulated Financial Planning (Level 4) or equivalent, 2 years+ industry experience, Proponent of cashflow modelling, Excellent attention to detail, Good working knowledge of core advice areas, Excellent communication skills, Accountability and ownership for own deliverables, Desire to improve everything you touch
Nice to Have
working towards CII Diploma in Regulated Financial Planning (Level 4)
What You'll Do.
Deliver high quality financial advice
Undertake cashflow modelling
Work on replacement business analysis
Respond to technical client queries
Coordinate with stakeholders
Identify issues and opportunities
Execute solutions effectively
Translate client goals into strategies
Contribute to business growth
How You'll Work.
Team & Collaboration
Work with Financial Advisers; Collaborate with stakeholders; Work with financial coaches
Communication Scope
Articulate technical concepts
Applying for this Paraplanner role?
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