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About the Role

Join Launchpad, the newest team at Octopus Money, responsible for launching new products and offerings across financial services. As the first dedicated client-facing hire, you will ensure products and services are client-appropriate and exceptionally delivered. Initially, you will manage pension splitting work within divorce cases for amicable, acting as the primary point of contact and producing Pension on Divorce Expert reports.

Responsibilities

Act as the primary point of client contact.
Build strong, trusted, and ongoing client relationships.
Communicate complex financial information clearly and accessibly.
Provide reassurance and guidance to clients during sensitive times.
Proactively manage client expectations and keep them informed.
Lead client discussions and ensure a consistent, high-quality client experience.
Act as an introducer to other Octopus Group companies and services.
Test and deliver new products and services to clients as the primary contact.
Oversee and/or review pension sharing calculations and 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 technical calculations and documentation.
Apply pension knowledge in a practical, case-focused manner.
Manage a portfolio of client cases end-to-end.
Prioritize workload effectively to meet deadlines and client expectations.
Coordinate with internal teams for timely and accurate delivery.
Identify and resolve issues or risks early in the process.
Maintain clear case records and high documentation standards.
Work closely with solicitors, financial advisers, and other professionals.
Contribute to a collaborative, service-led approach in client interactions.
Support continuous improvement of internal processes, templates, and client experience.

Requirements

3+ years of 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.
Strong knowledge of UK pension schemes, including DB and DC arrangements.
Familiarity with Cash Equivalent Transfer Values (CETVs).
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.
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.
Strong ability to manage multiple cases simultaneously.
Effective prioritization 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.
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.
Ability to combine technical pensions understanding with confidence and interpersonal skills.

Skills

Communication
Analytical skills
Client Relationship Management
Pension calculation tools
Pension sharing calculations
Defined Benefit (DB) interpretation
Defined Contribution (DC) interpretation
Hybrid pension arrangements interpretation
Cash Equivalent Transfer Values (CETVs)
Case Management
Workflow Management
Professional Liaison
Collaboration
Continuous Improvement

Location

Remote

Work Type

Full-time

Experience Level

3+ years

Education Level

Relevant pensions qualification and experience (e.g. PMI, DipPFS)

Salary/Compensations

£45,000 - £55,000 DOE

Benefits

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
Supportive team

About the Company

Octopus Group is 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.

Equal Opportunity

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.