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Holistic Financial Adviser: Client Book
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-07-25
Listing for:
Octopus Legacy Limited
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Greater London
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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