Company Description

About Us 

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.

We think working here is great, but we’re understandably biased. Click here to explore Life at Octopus.

Job Description

What’s in it for you? 

This is an exciting opportunity to join a fast-paced Operations team on an initial 24-month FTC. You'll work closely with various sub-teams within Operations, the Sales & Customer team, and Compliance to ensure the client onboarding experience is as smooth as possible.  

As a Financial Services business a range of regulatory requirements must be adhered to, as well as identifying opportunities to streamline and enhance current processes to effectively manage stakeholder expectations. 

The team: 

We’re looking for a Client Onboarding Officer to work within Operations reporting to the Onboarding Manager. The Onboarding team sits within the wider Octopus Operations function, overseeing the successful take-on of new clients and new investments.   

What will you be doing? 

• Data entry for application processing 

• Handling, banking cheques and processing client money 

• Completing necessary investigations to ensure applications are compliant with our internal and external regulations – liaise with various stakeholders 

• Daily management of own workload to ensure that both new and ongoing work items are completed in a timely manner 

• Managing a busy inbox and adhoc queries from internal stakeholders 

• Help with streamlining procedures and processes 

Qualifications

Ideally, you’ll have: 

✅Strong eye for detail and ability to work precisely and exactly is imperative 
✅Ability to prioritise and multi-task whilst working under pressure 
✅Able to adhere to strict daily and adhoc deadlines 
✅Customer focused 
✅Must be comfortable using technology and leveraging digital applications 

We encourage you to apply even if you don’t tick every box. What’s the worst that can happen? 

This role will evolve as we grow and develop. So, if you are looking for a challenge in a fast paced and dynamic business, we can deliver on that. 

Additional Information

What We Offer

💰 A competitive salary and pension
🏡 Hybrid working – 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, Shout & more

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 (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.   

We’re committed to creating a diverse and inclusive employee experience for all. We promote equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.