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- Tasks: Deliver exceptional client support and ensure smooth onboarding experiences.
- Company: Join Octopus Money, a mission-driven company transforming financial resilience.
- Benefits: Enjoy hybrid working, share incentives, private medical insurance, and more.
- Why this job: Make a real impact by helping clients achieve financial clarity and confidence.
- Qualifications: 2+ years in financial administration with a passion for excellent service.
- Other info: Be part of a supportive team that values growth and collaboration.
The predicted salary is between 30000 - 40000 £ per year.
We’re looking for an Advice Admin/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: We’re on a mission to transform millions of lives by building financial resilience and wealth for everyone. Money shapes every part of life. Yet most people never get the support they need:
- Half of Brits reach retirement age without enough to live the life they want
- Financial stress is a leading cause of poor mental health
- Only 8% of people have access to 1-to-1 financial advice
There’s no shortage of information. What people actually need is clarity, guidance and a plan that makes sense for them. That’s where we come in. Octopus Money brings together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence. We help people build a clear plan for their savings, investments and pensions and make investing simple with managed portfolios built by experts. We also support employers who want their teams to feel more secure and in control.
Some people need regulated advice. Others need coaching. Many need both at different points in life. Our service adapts to what each person needs. We believe everyone deserves money support that works for real life.
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.
- 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 advice administration: You’ve spent at least 2 years in a financial advice / wealth planning 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. We want people to grow here, to feel supported and to feel proud of the impact they make.
You’ll get:
- Hybrid working with 2 days at home each week (Monday and Friday)
- 18 days a year working from anywhere (for non-regulated roles)
- Share incentive plan - the shares you buy in Octopus Group are matched at 1.5 times.
- Team 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.
Financial Planning Administrator employer: Octopus Money
Contact Detail:
Octopus Money Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry. Attend events, webinars, or even casual meet-ups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand what makes Octopus Money tick and be ready to discuss how your experience aligns with their mission. Show them you’re not just another candidate; you’re genuinely interested in making a difference.
✨Tip Number 3
Practice your communication skills! As a Client Support Executive, clear and friendly communication is key. Role-play common interview questions with a friend or in front of a mirror to boost your confidence and ensure you come across as professional and approachable.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in showing your appreciation and keeping you top of mind. Plus, it’s a great chance to reiterate your enthusiasm for the role and the company.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for delivering outstanding service shine through. We want to see that you care about the details and are excited about creating friction-free client experiences.
Highlight Relevant Experience: Make sure to emphasise your financial administration experience, especially if you've worked in a wealth planning or financial advice business. We’re looking for someone who can hit the ground running, so show us how your background aligns with our needs.
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate excellent communication skills, so make sure your writing reflects that!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at Octopus Money!
How to prepare for a job interview at Octopus Money
✨Know Your Stuff
Make sure you brush up on your financial administration knowledge. Understand the key processes like AML and KYC checks, as well as how to manage client onboarding smoothly. Being able to discuss these topics confidently will show that you're ready to hit the ground running.
✨Showcase Your Attention to Detail
Since this role is all about getting things right first time, be prepared to give examples of how you've ensured accuracy in your previous roles. Highlight specific instances where your attention to detail made a difference in client satisfaction or operational efficiency.
✨Demonstrate Your Client-Centric Approach
Octopus Money values outstanding service, so think of ways you've gone above and beyond for clients in the past. Share stories that illustrate your commitment to creating friction-free experiences and how you’ve helped clients feel supported and informed.
✨Be Ready to Problem-Solve
Prepare to discuss challenges you've faced in previous roles and how you resolved them. This could involve spotting inefficiencies or improving processes. Show that you're not just a problem spotter but a proactive problem solver who can contribute to raising the bar for operational excellence.
