Help reshape financial advice
in the UK
With the team, technology and support to help
you do your best work
A mission you can stand behind
Financial advice in the UK is broken. Millions of people who need help cannot access it, either because it is too expensive or because they are told they do not meet minimum thresholds. We believe that has to change.
Accessible advice should still be excellent advice. That takes talented advisers who want to do things differently.”
Dan Marsh
CEO, Octopus Money
An opportunity for
you that’s only
getting bigger
35,000
clients already served
£4.3bn
assets under management
260
workplace partnerships
85%
of the UK know the Octopus brand
We enable you to do your best work
Technology that works for you
- AI-first tech stack and servicing tools
- Running our in-house platform. SECCL
Pricing clients love
- Transparent fees
- Designed to always beat the market
Support that sets you free
- Dedicated paraplanners, onboarding and operations support
- Mentorship and knowledge-sharing baked in
Learn from the best
- Work with advisers who’ve built and sold successful firms
- Learn how to grow a sustainable, ethical, thriving business
Simple investing clients understand
Our investment philosophy is straightforward, evidence-based and designed to support long-term financial planning.
Globally diversified
Spread across markets and sectors.
Passive approach
No stock picking or performance chasing.
Low, transparent costs
Clear charges with no hidden fees.
Pragmatic ESG
Integrated without unnecessary complexity.
Quarterly rebalancing
Keeps portfolios aligned to goals.
A pricing model that clients love – and advisers can be proud of
- Transparent fees. No hidden charges. No transaction fees.
- Our investment approach is simple, diversified, low-cost and pragmatic – with a strong performance track record.
- We’ve designed the model to always deliver value – and that makes conversations with clients easier.
Build your future with us
What you’ll bring
- Qualified financial adviser status
- 3–5 years’ experience
- A planning-led mindset
- Ambition to grow and improve how advice works
What you’ll get
- Performance-related bonus
- Private healthcare and pension
- Hybrid working
- A collaborative team
Ready to help reshape financial advice?
Let’s explore whether we’re the right fit.