At a Glance
- Tasks: Lead the finance function and shape financial strategy for sustainable growth.
- Company: Join a purpose-driven B Corp transforming financial services for the better.
- Benefits: Competitive salary, hybrid working, wellness support, and generous parental leave.
- Why this job: Make a real impact in a fast-growing, values-driven investment business.
- Qualifications: Proven senior finance leadership experience and strong strategic decision-making skills.
- Other info: Inclusive culture prioritising diversity and personal development.
The predicted salary is between 72000 - 108000 £ per year.
Octopus Investments is part of the Octopus Group, founded in 2000 with a mission to transform financial services for the better. Today, we manage over £10.5bn for more than 63,000 investors and employ 650+ people across the UK, Spain and Australia. We focus on sectors that make a real difference, because we believe business can and should be a force for positive change. We’re also a certified B Corp, reflecting our commitment to high standards of social and environmental impact, transparency and accountability.
Our culture is built around three values:
- Be Bold – act with courage and embrace innovation
- Be Helpful – put customers and colleagues first
- Be Straightforward – communicate clearly and act with integrity
The role
We’re looking for an experienced, commercial and purpose driven Chief Financial Officer to join our Executive Committee and lead the finance function at Octopus Investments. This is a pivotal leadership role, responsible for ensuring the business is financially resilient, well informed and set up for long term, sustainable growth. You’ll work closely with the CEO and ExCo, shaping strategy, driving performance and acting as a trusted advisor across the organisation.
Your remit will span core finance operations, fund finance, FP&A, corporate development, procurement and facilities, with leadership responsibility for high performing, multi‑disciplinary teams. You’ll also have oversight of growth initiatives across the Group, collaborating with our Founder and the respective CEOs.
What you’ll be doing:
- Owning and delivering the financial strategy for Octopus Investments, aligned to long term growth, risk and regulatory objectives
- Acting as a strategic partner to the CEO and Executive Committee, providing clear, data‑led insight and challenge
- Leading and evolving a modern, scalable finance function that supports high performance, innovation and growth
- Building a right‑sized Corporate Development capability, supporting M&A, partnerships, integration and other strategic growth initiatives across Octopus Investments and the wider Group (excluding OE and Kraken)
- Overseeing budgeting, forecasting and performance reporting, ensuring strong financial discipline and transparency
- Ensuring robust governance, risk management and compliance across all finance activities, including FCA and fund specific requirements
- Driving operational efficiency through transformation, improved controls and cost optimisation
- Leading, developing and mentoring senior finance leaders, including Finance Directors across Group businesses
- Representing the business with external stakeholders including auditors, regulators and investors
Qualifications
What we’re looking for:
- Proven experience in a senior finance leadership role (CFO, FD or equivalent) within financial services, asset management or another regulated environment
- Strong track record of operating at board or ExCo level and influencing strategic decision making
- Deep technical expertise across FP&A, fund finance and financial operations
- Experience supporting both organic and inorganic growth, including M&A and strategic initiatives
- A collaborative, inclusive leadership style with the ability to build high performing teams
- Excellent communication and stakeholder management skills
- A genuine passion for purpose‑led business and building organisations that do good as well as perform well
Why join us
You’ll have the opportunity to shape the financial future of a fast growing, values driven business with real impact. You’ll be part of a senior leadership team that’s ambitious, collaborative and committed to doing things differently. We offer a hybrid working model, competitive reward and the chance to play a key role in one of the UK’s most innovative investment businesses.
Additional Information
What we offer:
- A competitive salary, bonus, pension and share incentive plan
- Untracked holiday
- Hybrid working – most of our people spend 3 days a week in the office
- Anchor (our wellness hub) which includes Headspace, one‑to‑one coaching through Wellness Cloud, Digital GP & more
- Up to 6 months paid parental leave regardless of gender
- Life insurance, critical illness cover and income protection
- Private medical insurance for you and your family
- Electric vehicle leasing
- The option to work overseas up to a month per year
Our Values
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp and to change our Articles of Association so that the interests of all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make. We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio‑economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves. We’re proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt‑in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.
Chief Financial Officer in London employer: Octopus
Contact Detail:
Octopus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chief Financial Officer in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know someone at Octopus Investments. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by diving deep into Octopus's values and mission. Show us how your experience aligns with being bold, helpful, and straightforward. We love candidates who resonate with our purpose-driven approach!
✨Tip Number 3
Practice your pitch! Be ready to discuss not just your past roles but how you can contribute to our financial strategy and growth initiatives. We want to hear your vision for leading our finance function.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, it shows you’re serious about joining our team at Octopus Investments.
We think you need these skills to ace Chief Financial Officer in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Chief Financial Officer role. Highlight your experience in financial services and how it aligns with our mission at Octopus Investments. We want to see how you can be a strategic partner to our CEO and ExCo!
Showcase Your Leadership Style: We’re looking for someone with a collaborative and inclusive leadership style. In your application, share examples of how you've built high-performing teams and driven performance in previous roles. This will help us understand how you can lead our finance function.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language to communicate your achievements and insights. Remember, we value transparency and clarity, so make sure your application reflects that!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Octopus
✨Know Your Numbers
As a Chief Financial Officer, you’ll need to demonstrate your deep understanding of financial metrics. Brush up on key performance indicators relevant to Octopus Investments and be ready to discuss how you've used data to drive strategic decisions in the past.
✨Align with Company Values
Octopus Investments values being bold, helpful, and straightforward. Prepare examples from your experience that showcase how you embody these values. This will show that you not only fit the role but also the company culture.
✨Prepare for Strategic Discussions
Expect to engage in conversations about long-term growth strategies and risk management. Think about how you can contribute to their financial strategy and be ready to share insights on M&A or corporate development initiatives you've led.
✨Showcase Leadership Skills
As a leader, you’ll be expected to mentor and develop teams. Prepare to discuss your leadership style and provide examples of how you've built high-performing teams in previous roles, especially in a finance context.