Holistic Financial Adviser: Grow Your Own Client Book

Company: Octopus Legacy Limited
Apply for the Holistic Financial Adviser: Grow Your Own Client Book
Location: London
Job Description:

Octopus Legacy is seeking a Financial Adviser to deliver holistic, planning-led advice within a high-growth team. You’ll build your own client book from day one using warm leads from charity partnerships, our will-writing platform, and the Octopus Group network.

This role offers autonomy within a broader financial services function, with a strong emphasis on client-centric service, regulatory compliance, and career growth as you scale your advisory practice from London’s base.

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Posted: September 22nd, 2026