Teams at Octopus Money

Manage pension transfers, withdrawals, retirement processing, letters of authority, and platform administration from start to finish. Resolve complex cases, maintain accurate records, perform four-eye checks, monitor operational controls, investigate failures, and escalate risks. Improve processes through documentation and automation, support new products and client migrations, coach colleagues, and contribute to the development of retirement services and platform operations.

Drive new business across the UK by owning the full sales cycle from outreach through signature. Build relationships with HR and Reward leaders, develop tailored business cases, manage pipelines, meet revenue targets, coordinate internal teams, and identify market opportunities. The role involves consultative selling, stakeholder engagement, events, contract negotiation, and feeding customer insights to product teams in a fast-moving startup environment.

Provide holistic financial advice across accumulation, retirement, and later-life planning. Manage a large client portfolio from initial advice through implementation and ongoing reviews, while developing new business through networking and referral channels. Use cashflow modelling to support client outcomes, conduct file reviews and quality checks, and help train and support junior colleagues.