We’re looking for a Client Support Executive who is passionate about delivering outstanding service - the kind of service that gets things right first time and sets a new standard for our industry. If you care deeply about the details, love creating friction-free client experiences, and want to grow your career in a fast-moving advice business, this role is for you.
You’ll need to bring at least 2 years of financial administration experience within a wealth planning or financial advice business, so you can hit the ground running and help us deliver exceptional service from day one.
About Octopus Money
At Octopus Money, our mission is to transform millions of lives by making brilliant financial advice more accessible and more affordable.
We’re growing quickly, and as the UK’s Advice Firm of the Year, we’re more committed than ever to delivering a service that truly stands out.
That means being thoughtful, responsive, accurate and consistently excellent for our clients.
If you share that passion, and you have 2+ years of experience in financial advice administration or client operations in wealth planning, we’d love to hear from you.
The role and opportunity
As a Client Support Executive, you will be at the heart of our client experience. You’ll make sure every step of the onboarding and servicing journey feels smooth, transparent and reliable. You’ll work closely with our planners and advisers to bring our advice to life ensuring clients’ money is in the right place, at the right time, with zero friction.
We want people who take pride in getting things right first time. People who are motivated by accuracy, clarity and doing the best possible job for clients, every single time.
Grow your career with us
We’re committed to developing outstanding talent. If you want to progress in financial planning, paraplanning or operations, we’re happy to fund professional qualifications and industry exams, including CII pathways, to help you build a long and successful career with us.
Day to day, you will:
- Deliver an onboarding experience that feels effortless - sending LOAs, gathering information and chasing providers to ensure clients are set up quickly, smoothly and correctly the first time.
- Carry out AML and KYC checks with precision, making sure we meet regulatory requirements without adding friction for clients.
- Implement advisers’ recommendations so clients’ money is invested in the right place at the right moment. This will include:
- Process transfers in and out of the Octopus Money platform with accuracy, care and great communication.
- Action ad hoc client instructions including withdrawals, deposits and account updates quickly and correctly.
- Keep CRM records immaculate, ensuring we have a live, accurate picture of where every client is and what needs to happen next.
- Spot inefficiencies and drive improvements, helping us reduce errors and create a more reliable, predictable client experience.
- Investigate issues thoughtfully, fix root causes and raise the bar for operational excellence.
- Everything you do will contribute to building a reputation for service that’s thoughtful, responsive and consistently best-in-class.
About you
- Experience in financial services administration: You’ve spent at least 2 years in a financial advice administration role and understand the importance of reliability and accuracy in a regulated industry.
- Obsessed with delivering excellent service: You take pride in getting things right first time and you go above and beyond to make sure clients feel supported and confident.
- Highly organised and detail-driven: You leave no loose ends. You keep things moving. You bring structure and clarity even when there’s a lot happening at once.
- Pace, focus and energy: We move quickly, and that energises you. You’re comfortable with switching contexts, learning new systems and prioritising effectively.
- A genuine desire to help people: You’re motivated by the impact great advice can have on someone’s life. You want clients to feel reassured, informed and looked after.
- An excellent communicator: Clear, friendly and professional — whether you’re emailing a client, calling a provider or updating a colleague.
- A problem-solver who improves things: You don’t just spot issues — you solve them. You’re curious, resourceful and always thinking about how to raise the bar.
- A supportive team player: You celebrate wins together and rally around challenges together. You’re humble, collaborative and committed to the success of the whole team.
In return for your contribution we offer a salary of £30,000 - £40,000 DOE + benefits
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
Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet’s future – are failing. And we want that to change. We want everything we do, whether that’s in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business - Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.
Perks & Benefits
Make a difference
We're on a mission to help millions of people improve their finances. Seeing the impact we can make on our client's lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor.
Flexible working
We currently operate a hybrid model which is a mix of office and remote. You'll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn.
Work from anywhere
We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. NB - Due to compliance regulations this does not apply to individuals that give regulated financial advice.
Join a great team
We're a diverse team with decades of experience in financial services and a proven track record. We believe in treating everyone with transparency and respect.
Rapidly grow your career
We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles.
Share incentive plan and team bonus
Being part of Octopus we benefit from the group share incentive plan. In addition, for those who are not commission based we offer a team bonus provided we meet our team goals.
Pension, enhanced parental leave, private medical insurance & other perks
As an Octopus Money employee you'll get access to a company pension, enhanced parental leave, PMI, day off for your birthday and other benefits to make sure you're healthy and happy, now and in the future!
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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 Luke Stepney, Head of Talent at [email protected]
Top Skills
Octopus Money London, England Office
33 Holborn, Holborn, London, United Kingdom, EC1N 2HT
