At a Glance
- Tasks: Manage client relationships and oversee pension-related work in divorce cases.
- Company: Join Launchpad at Octopus Money, a dynamic team in financial services.
- Benefits: Enjoy competitive pay, flexible working, and opportunities for personal growth.
- Other info: Be part of an innovative team with exciting career development prospects.
- Why this job: Make a real difference in clients' lives during sensitive financial situations.
- Qualifications: Strong communication and analytical skills; experience in client-facing roles preferred.
The predicted salary is between 40500 - 49500 £ per year.
We are seeking someone with strong communication and analytical skills to join Launchpad, the newest team at Octopus Money.
You’ll be part of a team responsible for launching new products and offerings spanning the breadth of financial services.
As our first dedicated client-facing hire, you’ll play a critical role in ensuring the products and services we offer are right for our clients and are delivered exceptionally.
While you can expect to be exposed to a variety of client-facing work over time, in the first instance, you’ll have day-to-day responsibility for our pension splitting work with amicable, another company in Octopus Group.
In this capacity, you will own pension-related work within divorce cases and act as the primary point of contact throughout the lifecycle of each case.
You will produce Pension on Divorce Expert reports using our pension calculation tools, while ensuring clients feel supported, informed, and confident during what is often a complex and sensitive period.
The role is not actuarial and does not involve expert witness work.
Key Responsibilities
- Client Relationship Management (Core Focus)
- Act as the primary point of contact for clients.
- Build strong, trusted and ongoing relationships with clients
- Communicate potentially complex financial information in a clear, calm, and accessible way.
- Provide reassurance and guidance to clients dealing with sensitive financial and personal circumstances.
- Manage expectations proactively, ensuring clients are kept informed at every stage.
- Lead client discussions and maintain a consistent, high-quality client experience from instruction through to completion.
- Act as an introducer to other Octopus Group companies and services.
- With support from the broader team, test and deliver new products and services to clients as the primary client contact
- Technical Pensions Work
- Oversee and/or review pension sharing calculations and related outputs.
- Interpret pension benefits across Defined Benefit (DB), Defined Contribution (DC), and hybrid arrangements.
- Work with Cash Equivalent Transfer Values (CETVs) and scheme-specific benefit structures.
- Ensure accuracy and consistency of all technical calculations and supporting documentation.
- Apply pension knowledge in a practical, case-focused manner.
- Case & Workflow Management
- Manage a portfolio of client cases end-to-end.
- Prioritise workload effectively to meet deadlines and client expectations.
- Coordinate with internal teams to ensure timely and accurate delivery of outputs.
- Identify and resolve issues or risks early in the process.
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.
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Pensions Consultant employer: Octopus Money
At Octopus Money, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Strategy and Partnerships Associate, you'll enjoy a competitive salary, generous benefits including 18 days of remote work, and opportunities for personal and professional growth while working closely with our leadership team. Our commitment to innovation and employee well-being ensures that you will thrive in a fast-paced environment where your contributions truly make a difference.
