Jobs at Octopus Money

Lead Octopus Money’s personal finance content and public communications. Develop and launch content strategy, write customer education materials and newsletter columns, deliver webinars, support wealth-planning client engagement, and represent the company in the press. Translate complex UK personal finance topics into clear, actionable guidance while operating within a regulated environment. Build journalist relationships, collaborate with advisers and leadership, measure content against business objectives, and potentially grow a content team.

Support onboarding and ongoing relationships for SMB and mid-market employer clients. Manage rollouts, campaigns, customer inquiries, complaints, timelines, communications, and success metrics. Deliver client reporting, identify improvement opportunities, and share customer insights with internal teams. The role requires strong organization, problem-solving, relationship-building, data analysis, and a customer-focused approach.

Leads customer-outcome practices for vulnerable clients and bereavement services in a regulated financial-services environment. Owns service frameworks, governance, quality assurance, case reviews, management information, and operational standards. Handles complex client cases, improves processes, coaches employees, and embeds customer-outcome considerations into products and operational change. The role combines strategic ownership with hands-on client support and serves as the internal expert on sensitive customer situations.

Client-facing pensions consultant managing end-to-end pension-splitting cases in divorce. Produce pension-on-divorce reports, interpret DB/DC/hybrid benefits and CETVs, maintain case records, liaise with solicitors and advisers, and ensure clear, empathetic communication throughout the process.

Work directly with clients to build personalised financial plans, motivate clients to act, coordinate with internal teams, identify client pain points, and provide data-driven insights to improve customer experience and business outcomes.

Own the full sales cycle to drive new UK workplace business, prospect and multi-thread into HR and Reward teams, build tailored business cases, exceed revenue targets, coordinate internal teams for deal delivery, attend client events, and feed product insights from market and clients.