We’re looking for someone brilliant to lead and take to market a new proposition focused on share scheme advice for employees — across SIPs, Sharesave, RSUs, equity grants, LTIPs, EMI, CSOPs, and more.
There’s a huge advice gap here. Many employees — from junior to senior — are sitting on valuable equity, but don’t understand how or when to act on it. We want to change that: giving people clarity and confidence, helping them make better financial decisions, and introducing them to our broader planning services when the time is right.
About Octopus Money
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, we hope you’ll join us.
We believe everyone deserves personal, 1-to-1 advice with their money.
What the role is about
This person will be the growth lead, internal SME and external champion of our share scheme proposition. They’ll shape it, package it, and take it to market — building demand with HR/Reward leaders and ensuring our planning and advice teams can deliver it at scale.
They’ll:
- Create a scalable share scheme journey – from education to 1:1 support – that employees actually use.
- Lead growth – hit sales targets by targeting workplaces, selling to them, onboarding them and embedding the proposition as a real employee benefit.
- Enable delivery – train and coach our planning/advice teams to deliver confidently. Create, oversee and deliver education to workplaces, and identify when a referral to full advice is needed. Provide one to one advice and comment for our clients’ C-Suite executives on their equity positions on an ‘as needed’ basis.
- Shape go-to-market strategy – working with marketing and workplace teams to package the proposition in a way that resonates with HR/Reward leaders.
Be the expert – staying on top of equity scheme design, tax and legal updates, and translating them into clear, actionable insight for colleagues and clients.
Background
We’re looking for someone who’s technically credible, commercially minded, and thrives in both sales and proposition-building. You’ll be confident selling into HR/Reward leaders, comfortable enabling others, and great at turning technical equity concepts into something people actually understand.
What success looks like
- Workplace growth – new employer partners onboarded against clear sales targets
- Referral engine – a measurable flow of warm, qualified leads into our financial planning team
- Scalable model – designed once, delivered many times by our advisers, supporting tens → hundreds → thousands of employees
- Employer demand – HR/Reward leaders see it as a high-value benefit to attract and retain talent
What you’ll bring to the role
- +7 years in reward or share scheme consulting (Big 4, boutique, or in-house)
- Account management or sales roles in administrators or equity tech providers
- Employment tax professionals with equity scheme expertise (and commercial flair)
- Financial advisers or planners with share scheme knowledge, who want to move into proposition leadership and enablement rather than direct delivery
In return for your contribution we offer a £75k – £90k DOE + up to 30% OTE + benefits
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
Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet’s future – are failing. And we want that to change. We want everything we do, whether that’s in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business - Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.
Perks & Benefits
Make a difference
We're on a mission to help millions of people improve their finances. Seeing the impact we can make on our client's lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor.
Flexible working
We currently operate a hybrid model which is a mix of office and remote. You'll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn.
Work from anywhere
We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. NB - Due to compliance regulations this does not apply to individuals that give regulated financial advice.
Join a great team
We're a diverse team with decades of experience in financial services and a proven track record. We believe in treating everyone with transparency and respect.
Rapidly grow your career
We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles.
Share incentive plan and team bonus
Being part of Octopus we benefit from the group share incentive plan. In addition, for those who are not commission based we offer a team bonus provided we meet our team goals.
Pension, enhanced parental leave, private medical insurance & other perks
As an Octopus Money employee you'll get access to a company pension, enhanced parental leave, PMI, day off for your birthday and other benefits to make sure you're healthy and happy, now and in the future!
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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 Luke Stepney, Head of Talent at [email protected]
Top Skills
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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