We are seeking someone with strong communication and analytical skills to join Launchpad, the newest team at Octopus Money. You’ll be part of a team responsible for launching new products and offerings spanning the breadth of financial services. As our first dedicated client-facing hire, you’ll play a critical role in ensuring the products and services we offer are right for our clients and are delivered exceptionally.
While you can expect to be exposed to a variety of client-facing work over time, in the first instance, you’ll have day-to-day responsibility for our pension splitting work with amicable, another company in Octopus Group. In this capacity, you will own pension-related work within divorce cases and act as the primary point of contact throughout the lifecycle of each case. You will produce Pension on Divorce Expert reports using our pension calculation tools, while ensuring clients feel supported, informed, and confident during what is often a complex and sensitive period.
The role is not actuarial and does not involve expert witness work.
Key ResponsibilitiesClient Relationship Management (Core Focus)- Act as the primary point of contact for clients.
- Build strong, trusted and ongoing relationships with clients
- Communicate potentially complex financial information in a clear, calm, and accessible way.
- Provide reassurance and guidance to clients dealing with 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 client experience from instruction through to completion.
- Act as an introducer to other Octopus Group companies and services.
- With support from the broader team, test and deliver new products and services to clients as the primary client contact
- Oversee and/or review pension sharing calculations and related outputs.
- Interpret pension benefits across Defined Benefit (DB), Defined Contribution (DC), and hybrid arrangements.
- Work with Cash Equivalent Transfer Values (CETVs) and scheme-specific benefit structures.
- Ensure accuracy and consistency of all technical calculations and supporting documentation.
- Apply pension knowledge in a practical, case-focused manner.
- Manage a portfolio of client cases end-to-end.
- Prioritise workload effectively to meet deadlines and client expectations.
- Coordinate with internal teams to ensure timely and accurate delivery of outputs.
- Identify and resolve issues or risks early in the process.
- Maintain clear case records and ensure high standards of documentation.
- Work closely with solicitors, financial advisers, and other professionals
- Contribute to a collaborative, service-led approach across all client interactions.
- Support continuous improvement of internal processes, templates, and client experience..
- Demonstrates strong ability to build trust-based client relationships.
- Communicates complex information in a clear, structured, and reassuring manner.
- Shows empathy, discretion, and emotional intelligence in sensitive situations.
- Confident in leading conversations with clients and managing expectations effectively.
- Strong ability to manage multiple cases simultaneously.
- Effective prioritisation skills with a focus on deadlines and service quality.
- Proactive in identifying risks and resolving issues early.
- Structured and methodical approach to managing workflow and documentation.
- Maintains high attention to detail and accuracy in all outputs.
- Strong communicator with the ability to simplify complex technical topics.
- Empathetic and sensitive to clients navigating difficult personal circumstances.
- Proactive, solutions-focused, and takes ownership of outcomes.
- Comfortable balancing technical work with high levels of client interaction.
This role is not actuarial and does not involve acting as an expert witness or providing court testimony. The focus is on delivering high-quality pensions expertise in a practical, accessible way, alongside exceptional client relationship management.
We’re looking for someone with…Experience- 3+ years’ experience in financial planning, paraplanning, pensions administration, consultancy, or a technical pensions role.
- Experience acting as a primary contact for clients.
- Experience working with different types of pension schemes.
- Proven experience in a client-facing role, ideally involving complex or sensitive financial matters
- Relevant pensions qualification and experience (e.g. PMI, DipPFS)
- Strong knowledge of UK pension schemes, including DB and DC arrangements.
- Familiarity with Cash Equivalent Transfer Values (CETVs).
- Awareness of relevant guidance (e.g. Pensions Advisory Group) is desirable
We encourage you to apply even if you don't tick every box!
Why Join Us- This role is an exciting opportunity to to work in new and unique areas of financial services, across the Octopus Group
- You’ll have direct ownership of client relationships and case outcomes.
- We offer a supportive and collaborative working environment that spans Octopus Money and amicable, as well as the broader Octopus Group
- You’ll get exposure to complex, varied, and meaningful casework.
- In this first instance, you’ll grow and contribute to a brand new collaborative product between Octopus and amicable
- As the first hire for this new product, you’ll be exposed to career development opportunities in the specialist and growing area of pensions and divorce.
Base salary: £40,000 - £55,000 DOE + benefits
We want people to grow here, to feel supported and to feel proud of the impact they make!
You’ll get:
- Hybrid working with 3 days in the office each week (Tuesday - Thursday)
- 18 days a year working from anywhere (for non regulated roles)
- Performance-based bonus
- 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.
We believe in equal financial education for everybody, no matter their background. The same goes for opportunities within our team. 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
- 3+ years' experience in financial planning, paraplanning, pensions administration, consultancy, or a technical pensions role.
- Experience acting as the primary contact for clients, including handling sensitive or complex financial matters.
- Experience working with different types of pension schemes, including Defined Benefit, Defined Contribution, and hybrid arrangements.
- Experience with Cash Equivalent Transfer Values (CETVs) and interpreting scheme-specific benefit structures.
- Proven client-facing experience with strong communication, empathy, and ability to manage expectations.
- Ability to manage a portfolio of client cases end-to-end, prioritise workload, and maintain high-quality documentation.
- Relevant pensions qualification (e.g., PMI, DipPFS).
- Familiarity with pension calculation tools and producing Pension on Divorce Expert reports.
- Awareness of relevant 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.
