Teams at Octopus Money

The Paraplanner will deliver high-quality financial advice, conduct cashflow modelling, respond to client queries, and collaborate with the team to improve customer experience.

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.

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.