Octopus Money on cord

Octopus Money

Associate Financial Planner

External position
London, UK
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FinTech · Wellness · Finance
At Octopus Money, we want to help millions of people take the first steps towards making their life dreams a reality
Active
over 6 months ago
Posted
2 weeks ago
Checked
cord regularly checks that external positions are still open
20 hours ago

Skills & Experience

Job roles: Finance/Accounting
Experience level: Entry, Junior
Core skills considered: Accounts payable, Accounts receivable, Accounting software, FinancialForce, FreshBooks
Other skills considered: NetSuite, Phinsys, Quickbooks, Sage, Wave

Logistics

Base salary: £40K - £45K
Employment type: Permanent
Remote working: Hybrid (up to 2 remote days p/w)
Visa sponsorship: Not available

Job Description

Responsibilities

  • Working with clients to build tailored financial plans based on their goals and motivating them to take action to bring their plan to life.
  • Coordinating and collaborating with stakeholders across the business to identify issues and opportunities, and execute solutions effectively.
  • Building strong relationships with clients by actively listening, asking insightful questions, and delivering clear, personalised financial guidance that aligns with their goals.
  • Proactively identifying trends and client pain points, providing data-driven insights to internal teams to enhance efficiency, improve customer experience, and drive business growth.

In this role, success will be measured by

  • Metrics in relation to supporting clients by building financial plans and helping them to take action with their money

We value people who


Make every conversation matter
You care about how you make people feel. You communicate clearly, listen well and build trust with customers and colleagues. You want every interaction to move things forward.


Move with urgency and focus
You like getting stuck in. You care about making progress, not perfection. You stay focused on what matters, learn quickly and find smart ways to keep things moving.


Own it
You take responsibility for your work and the outcomes it creates. You're comfortable solving problems, making decisions and tackling challenges head on. You hold yourself to a high standard and want to make a real impact.


Knowledge and experience required:

  • 2+ years in a client facing financial services role. This could be as a Mortgage Adviser, Personal Banker or Financial Coach.
  • A solid understanding of investing, pensions, and mortgages
  • Experience working in a fast-paced environment
  • A deep desire to make a positive impact
  • Exceptional empathy, communication and influencing skills
  • Strong problem-solving skills and adaptability in high-pressure situations
  • Proven ability to handle complex customer inquiries with professionalism and efficiency

Nice to have (but not necessary)

  • Bonus points for a qualification from a financial body or progression towards (CeMAP, ICA, CII etc)

About You


A genuine desire to help people
We are a mission-driven business, so it's important that you can demonstrate a strong desire to help people and improve their lives.


Collaborative and a great team player
We've built a great team of top performers, and you'll need to work with others from across the business to identify problems, agree solutions and implement changes.


Goal driven and not afraid to get stuck in
We like to set ambitious goals and find creative ways to hit them, even if that means rolling up our sleeves and doing manual tasks before we've managed to fully automate them. You should have a bias towards action and getting things done.


Good technical knowledge
You don't need to be a qualified financial adviser but a base level of knowledge within personal finance (pensions, investments, mortgages) is a must!

Company Benefits

  • 6% Pension
  • Enhanced parental leave
  • Free financial coaching
  • 1:1 mental wellbeing coaching
  • SIP scheme
  • Discretionary bonus
  • PMI
  • Life Assurance
  • Headspace sub
  • Cycle to work
  • Electric car scheme
  • Hybrid work (Mondays and Fridays remote)
  • 18 days "work from anywhere" allowance
Associate Financial Planner at Octopus Money
Position posted 2 weeks ago

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Starling Bank on cord

Starling Bank

Full Stack Engineer (ML Ops)

London, UK
FinTech · Banking · Finance
A better bank for everyone
Active
over 6 months ago
Responds to
0% of requests
Responds in
1h 55m
Requests
7 pending

Skills & Experience

Job roles: Full Stack
Experience level: Mid, Senior
Core skills considered: Java, React, Redux, AWS, JavaScript

Logistics

Base salary: £70K - £110K
Employment type: Permanent
Remote working: Hybrid (up to 2 remote days p/w)
Visa sponsorship: Not available

Job Description

Starling is the UK’s first and leading digital bank on a mission to fix banking! Our vision is fast technology, fair service, and honest values. All at the tap of a phone, all the time.

Starling is the UK’s first and leading digital bank on a mission to fix banking! We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way.

We’re a fully licensed UK bank with the culture and spirit of a fast-moving, disruptive tech company. We’re a bank, but better: fairer, easier to use and designed to demystify money for everyone. We employ more than 3,000 people across our London, Southampton, Cardiff and Manchester offices.

Our technologists are at the very heart of Starling and enjoy working in a fast-paced environment that is all about building things, creating new stuff, and disruptive technology that keeps us on the cutting edge of fintech. We operate a flat structure to empower you to make decisions regardless of what your primary responsibilities may be, innovation and collaboration will be at the core of everything you do. Help is never far away in our open culture, you will find support in your team and from across the business, we are in this together!

The way to thrive and shine within Starling is to be a self-driven individual and be able to take full ownership of everything around you: From building things, designing, discovering, to sharing knowledge with your colleagues and making sure all processes are efficient and productive to deliver the best possible results for our customers. Our purpose is underpinned by five Starling values: Listen, Keep It Simple, Do The Right Thing, Own It, and Aim For Greatness.

Hybrid Working

We have a Hybrid approach to working here at Starling - our preference is that you're located within a commutable distance of one of our offices so that we're able to interact and collaborate in person. We don't like to mandate how much you visit the office and work from home, that's to be agreed upon between you and your manager.

Our Data Environment

Our Data teams are excited about the value of data within the business, powers our product decisions to improve things for our customers and enhance effective and agile decision making, regardless of what their primary tech stack may be. Hear from the team in our latest blogs or our case studies with Women in Tech.

We are looking for talented data professionals at all levels to join the team. We value people being engaged and caring about customers, caring about the code they write and the contribution they make to Starling. People with a broad ability to apply themselves to a multitude of problems and challenges, who can work across teams do great things here at Starling, to continue changing banking for good.

Requirements

We have built our entire banking platform in house and mostly in Java. We are looking for people who want to work on building the tooling that is used by our engineers on a daily basis.

We are looking for people who are truly full stack, and are as comfortable polishing their javascript front end as they are debugging the innards of their java applications database interactions, or standing up infrastructure with terraform. We are looking for people who can:

  • Design REST apis.
  • Code backend services, ideally using Java, or another other server side compiled language.
  • Develop modern front ends, ideally using React and Redux.
  • Get their code into the cloud and support it there, ideally on AWS.
  • Believe in clean coding, simple solutions, automated testing and continuous deployment.
  • Like to take ownership of a feature from the original idea through to live.
  • Think (like us) that a small number of empowered developers is the right way to deliver software.

Company Benefits

  • 33 days holiday (including flexible bank holidays)
  • An extra day’s holiday for your birthday
  • 16 hours paid volunteering time a year
  • Part-time and/or flexible hours available for most roles
  • Salary sacrifice, company enhanced pension scheme
  • Life insurance at 4x your salary
  • Hybrid/remote working
  • Private Medical Insurance with VitalityHealth including mental health support and cancer care. Partner benefits include discounts with Waitrose, Mr&Mrs Smith and Peloton
  • Generous family-friendly policies
  • Varied social groups set up and run by our employees
  • Perkbox membership giving access to retail discounts, a wellness platform for physical and mental health, and weekly free and boosted perks
  • Access to initiatives like Cycle to Work, Salary Sacrificed Gym partnerships and Electric Vehicle (EV) leasing

Full details are available on our careers site

Interview Process

Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team:

  • Stage 1 - 30 mins with one of the team
  • Stage 2 - Take home challenge
  • Stage 3 - 90 mins technical interview with two team members
  • Stage 3 - 45 min final with an executive and a member of the people team
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