Account Executive

London, UK

Company Description

Are you passionate about offering great customer experience?  Someone who is looking for an opportunity to grow in a diverse and dynamic team, with a motivating pay and commission structure, for an exciting brand that’s changing the market?

Established in 2000, Octopus is a group of businesses investing in people, ideas and industries that change the world. You can learn more about us at

At Octopus Investments, we're experts in financial services and we’re also a certified B Corp, meaning we care as much about the impact of our investments as the returns they generate. Today we manage more than £12.4* billion on behalf of retail and institutional investors. 

*Funds Under Management data includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of 31st December 2021 

Job Description

About the Role

What You’ll Do

  • Build and develop relationships with a known network of diverse Financial Advisers. These are warm, post-sale existing relationships
  • Represent the Octopus Investments brand and articulate the solutions that we have, to solve genuine problems faced by our clients
  • Deliver a range of services including account management, client servicing and relationship management to promote the best possible customer experience
  • Opportunity to work with advisers and generate new business opportunities within their client-bank
  • Focus on continued process improvement and customer excellence


Who You Are

  • Investment product knowledge is not required – we will give that to you and set you up for success
  • Previous experience working with customers would be an advantage. You must be passionate about providing an exceptional experience to customers
  • You have an appetite to help this team be the best
  • You are a problem solver
  • You are a natural relationship builder
  • You are motivated to go the extra mile for Octopus’ customers
  • Someone who is looking for a diverse, inclusive team

Additional Information

What we offer

💰  A competitive salary, bonus, pension and share incentive plan
✈️ Take what you need holiday
🏡 Flexible working 
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more
👪 Enhanced family leave policies
❤️ 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 Octopus we don’t just focus on what we do but also how we do it. Everyone shares our values of being straightforward, helpful and bold. 

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.