Holistic Financial Adviser: Client Book
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
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.
As a Holistic Financial Adviser:
Grow Your Own Client Book, you will play an important part at Octopus Legacy Limited in Greater London, England, United Kingdom.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Holistic Financial Adviser:
Grow Your Own Client Book role in the description above.
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