Octopus Money
Specialist Financial Planner
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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 Responsibilities
Client 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.
Technical Pensions Work
- 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.
Case & Workflow Management
- 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.
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Professional Liaison & Collaboration
- 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…
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
Qualifications & Knowledge
- 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.
Core Competencies
Client Relationship Management
- 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.
- Takes ownership of the client experience, ensuring continuity and consistency.
- Confident in leading conversations with clients and managing expectations effectively.
Technical Capability
- Strong understanding of pension structures and benefits across multiple scheme types.
- Able to review, interpret, and sense-check pension-related calculations.
- Applies technical knowledge in a practical, client-focused context.
- Maintains high attention to detail and accuracy in all outputs.
Organisation & Case Management
- 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.
Personal Attributes
- Calm, confident, and professional in client-facing situations.
- 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.
- Proactive, solutions-focused, and takes ownership of outcomes.
- Comfortable balancing technical work with high levels of client interaction.
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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.
A key success factor in this role is the ability to combine technical pensions understanding with the confidence and interpersonal skills required to build trusted, long-term client relationships.
Why Join Us
This role is an exciting opportunity 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: ÂŁ45,000 - ÂŁ55,000 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.
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 applications@octopusmoney.com
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