We are seeking someone with strong communication and analytical skills to join Launchpad, the newest team at Octopus Money working on new financial services products. As our first dedicated client-facing hire, you’ll play a critical role in ensuring one of our exciting new products is delivered exceptionally: 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- Act as the primary point of contact for clients and build strong, trusted and ongoing relationships with them
- 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.
- 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.
- 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.
We’re looking for someone with previous experience or qualifications in the pensions space. This can include any combination of the following:
- Relevant experience in financial planning, paraplanning, pensions administration, consultancy, or a technical pensions role.
- Experience working with different types of pension schemes.
- Relevant pensions qualification and experience (e.g. PMI, DipPFS)
- Knowledge of UK pension schemes, including DB and DC arrangements.
- Able to build strong, trust-based client relationships
- Calm, confident, and professional in client-facing situations.
- A strong communicator with the ability to simplify complex technical topics.
- Empathetic and sensitive to clients navigating difficult personal circumstances.
- Highly organised with strong attention to detail.
- Obsessed about providing great customer outcomes.
- Proactive in identifying risks, developing solutions and resolving issues early.
- Effective and structured when prioritising work and managing workflow.
- 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.
- 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.
In return for your contribution we offer a base salary of £45,000 - £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
- Performance-based bonus
- The opportunity to participate in our Share Incentive Plan (HMRC approved scheme enabling employees to invest tax efficiently)
- Company pension
- Private medical insurance
- Enhanced parental leave and Return to Work coaching (find out more on our website)
- Birthday day off
- A mission driven focus - the chance to help people improve their lives through financial wellbeing, and a supportive team who care about what they do
About Octopus Group
We're part of Octopus Group, a privately-owned business that's spent 25 years doing things differently. Octopus Group builds businesses designed to outlast it, aiming to leave things a little better for the generations that follow.
That same instinct runs through the whole group:
- Octopus Energy changed how millions of people think about their energy provider, built on fairness, transparency and a genuinely good customer experience
- Octopus Legacy is changing how people plan for the end of life
- amicable is building a better way to go through divorce
- Aurora is rethinking education
- Seccl is building the fintech infrastructure behind modern investing
- Octopus Investments and Octopus Capital back the ideas and businesses of tomorrow
We share that same DNA, doing the same thing in a different corner of people's lives: money.
Octopus Group doesn't just talk about entrepreneurship, the group enables it. Springboard, a program open to anyone however junior or senior, lets people pitch an idea to win funding. A number of businesses have been started this way, founded by former Octopus employees.
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.
