🏆 🎉 🏆 WE'RE PROUD TO ANNOUNCE WE'VE WON ADVICE FIRM OF THE YEAR AT THE MONEY MARKETING AWARDS 🏆 🎉 🏆

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.

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..

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.
Confident in leading conversations with clients and managing expectations effectively.

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.
Maintains high attention to detail and accuracy in all outputs.

PERSONAL ATTRIBUTES

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

NICE TO HAVE

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:

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

Roll

Pensions Consultant

Kategori

Partnerships

Plats

Holborn, Storbritannien

Publicerad

21 juli

Sista ansökningsdag

21 augusti

Källa

Arbetsgivarens hemsida

Taggar för det här jobbet

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Liknande jobb

Pension Specialist

Octopus Money•Holborn

🏆 🎉 🏆 WE'RE PROUD TO ANNOUNCE WE'VE WON ADVICE FIRM OF THE YEAR AT THE MONEY MARKETING AWARDS 🏆 🎉 🏆 We are seeking someone with strong communication and analytical skills to join Octopus to work as a Pensions Specialist. This role will sit in a team responsible for launching new products and services and have day-to-day responsibility for our pension splitting work with amicable, another company in Octopus Group. This is a client-facing role where 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 relationships with clients throughout the divorce process. * Communicate potentially complex pension matters 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. 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 divorce-related pension 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. PROFESSIONAL LIAISON & COLLABORATION * Work closely with solicitors, financial advisers, and other professionals involved in divorce proceedings. * Contribute to a collaborative, service-led approach across all client interactions. * Support continuous improvement of internal processes, templates, and client experience. PERSON SPECIFICATION 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. EXPERIENCE * 3+ years’ experience in pensions administration, consultancy, financial planning, paraplanning or a technical pensions role. * Experience working with different types of pension schemes. * Proven experience in a client-facing role, ideally involving complex or sensitive financial matters. * Experience acting as a primary contact for clients. CORE COMPETENCIES CLIENT RELATIONSHIP MANAGEMENT (CRITICAL) * 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. 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WHY JOIN US * This role is an exciting opportunity to grow and contribute to a brand new collaborative product between Octopus and amicable * You’ll have the opportunity to work in a specialist and growing area of pensions and divorce. * 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. * As the first hire for this new product, you’ll be exposed to career development opportunities within a specialist field. 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Insurance Consulting, Senior Manager (Life & Pensions)

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