We are looking for someone with strong communication and analytical skills to join Octopus as a Pensions on Divorce Specialist. In this role, you will take ownership of the pension-related work within our divorce cases.
This is a client-facing role where you will act as the primary point of contact throughout the lifecycle of each case. You will oversee the use of our pension calculation tools and technical outputs, while ensuring clients feel supported, informed, and confident during what is often a complex and sensitive period.
About Octopus Money
🐙 We’re on a mission to become the most recommended financial services business in the UK 🐙
Money shapes every part of life. Yet most people never get the support they need:
Half of Brits reach retirement age without enough to live the life they want
Financial stress is a leading cause of poor mental health
Only 8% of people have access to 1-to-1 financial advice
There’s no shortage of information. What people actually need is clarity, guidance and a plan that makes sense for them.
That’s where we come in.
Octopus Money brings together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence. We help people build a clear plan for their savings, investments and pensions and make investing simple with managed portfolios built by experts. We also support employers who want their teams to feel more secure and in control.
Some people need regulated advice. Others need coaching. Many need both at different points in life. Our service adapts to what each person needs.
We believe everyone deserves money support that works for real life.
The role
As Pensions on Divorce Specialist, your day will involve:
Client Relationship Management (Core Focus)
Act as the primary point of contact for clients, building strong, trusted relationships throughout the divorce process.
Communicate complex pension matters in a clear, calm, and accessible way.
Provide reassurance and guidance to clients navigating sensitive financial and personal circumstances.
Manage expectations proactively, ensuring clients are kept informed at every stage.
Lead client discussions and maintain a consistent, high-quality experience from instruction through to completion.
Act as an introducer to other Octopus Group companies and services where appropriate.
Technical Pensions Work
Oversee and review pension sharing calculations and related outputs.
Interpret pension benefits across Defined Benefit (DB), Defined Contribution (DC), and hybrid arrangements.
Work confidently with Cash Equivalent Transfer Values (CETVs) and scheme-specific benefit structures.
Ensure absolute accuracy and consistency across all technical calculations and supporting documentation.
Apply your pension knowledge in a practical, case-focused manner.
Case & Workflow Management
Manage a portfolio of divorce-related pension cases end-to-end.
Prioritise your workload effectively to meet deadlines and client expectations.
Coordinate with internal teams to ensure timely and accurate delivery of outputs.
Identify and resolve risks or issues early in the process.
Maintain clear case records and ensure high standards of documentation.
Professional Liaison & Collaboration
Work closely with solicitors, financial advisers, and other professionals involved in the divorce proceedings.
Contribute to a collaborative, service-led approach across all client interactions.
Support the continuous improvement of our internal processes, templates, and client experience.
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.
What we look for
- A relevant pensions qualification and experience (e.g., PMI, DipPFS).
- Strong knowledge of UK pension schemes, including DB and DC arrangements.
- A clear understanding of pension sharing and how these mechanisms operate within divorce proceedings.
- Familiarity with Cash Equivalent Transfer Values (CETVs).
- Awareness of relevant industry guidance (e.g., Pensions Advisory Group) is desirable.
Experience
- 3+ years’ experience in pensions administration, consultancy, financial advice, or a technical pensions role.
- Experience analysing multiple different types of pension schemes.
- Proven experience in a client-facing role, ideally involving complex or sensitive financial matters.
- Experience acting as the primary contact for clients.
The interview process
Our interview process typically includes:
- An intro call with our talent team
- A competency-based interview with the hiring manager
- A panel interview with a short task presentation
- A conversation focused on how you work and what you value
We’ll keep it simple and respectful of your time, and you’ll meet the people you’ll actually work with. Our average process takes around four weeks but we’ll always work around your availability.
What’s in it for you
Base salary: £40,000 to £45,000 DOE + benefits
We want people to grow here, to feel supported and to feel proud of the impact they make!
You’ll get:
- 18 days a year working from anywhere (for non regulated roles)
- Bonus for non-commission based roles
- Company pension
- Private medical insurance
- Enhanced parental leave
- Birthday day off
- A supportive team who care about what they do
- The chance to help people improve their lives
Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer.
About Octopus Group
We’re part of the Octopus Group: a privately-owned business that’s been doing things differently for 25 years. Octopus sets out to build businesses that will outlive us and create a better world for future generations, including brands such as Octopus Energy, Octopus Investments and Octopus Legacy.
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We believe in equal financial education for everybody, no matter their background. We pride ourselves on building an inclusive working environment where diversity is celebrated.
We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
If you require support completing your application please contact [email protected]
Skills Required
- Relevant pensions qualification (e.g., PMI, DipPFS)
- 3+ years' experience in pensions administration, consultancy, financial advice, or a technical pensions role
- Strong knowledge of UK pension schemes including Defined Benefit (DB) and Defined Contribution (DC) arrangements
- Clear understanding of pension sharing and how it operates within divorce proceedings
- Familiarity with Cash Equivalent Transfer Values (CETVs) and scheme-specific benefit structures
- Experience analysing multiple different types of pension schemes
- Proven experience in a client-facing role
- Experience handling complex or sensitive financial matters (ideally within a client-facing context)
- Experience using pension calculation tools and reviewing technical outputs
- Awareness of relevant industry guidance (e.g., Pensions Advisory Group)
What We Do
At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality. The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice. There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money! With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts. To transform millions of lives, we need a movement – so whether you’re a workplace supporting your employees’ financial health or a firm that wants to offer affordable advice to your customers, we hope you’ll join us. We believe everyone deserves personal, 1-to-1 advice with their money.
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