Operations Onboarding Associate

London, UK
Full-time

Company Description

At Octopus we’re transforming the industries we operate in and improving the lives of millions of people. We’ve built market-leading positions in a number of specialist sectors, including smaller company financing, renewable energy, healthcare and property finance. We employ in excess of 750 people and manage more than £8 billion on behalf of over 50,000 investors. Our products don’t just help real people solve real life problems, they also make a positive impact on the world around us.

The Octopus Group incorporates Octopus Energy, Octopus Real Estate, Octopus Investments, Octopus Ventures, Octopus Wealth and Octopus Renewables. Our aim is to have an impact in everything we do, and to make a vital contribution to the UK economy by helping people, companies and institutions generate wealth. And we’re always on the look-out for smart, talented people who share our values.

Job Description

About the Role

The Operations Onboarding team is positioned within Octopus Investments’ Sales Operations team, overseeing the successful take-on of new clients and new investments. The team work closely with the Sales and Client Relations team to ensure the client experience is as smooth as possible. A range of regulatory requirements must be adhered to, as well as identify opportunities to streamline the onboarding process and enhance current technology, in order to effectively manage stakeholder expectations.

Qualifications

  • General interest in Retail Financial Services, no prior finance experience required
  • Ability to prioritise and multi-task whilst working under pressure
  • Excellent communication skills – ability to manage senior stakeholders within the business
  • Proven problem solving ability
  • Comfortable working as part of a small team and individually
  • Comfortable working to strict deadlines and delivering on specific time constrained mandates
  • Strong work-ethic, comfortable working outside of regular working hours during busy times
  • Strong eye for detail and ability to work precisely and exactly is imperative

Additional Information

Our Values and DNA  

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. And while these are the principles that guide us as an organisation, our DNA goes even further, by revealing our inner strengths:  

We are loyal: we fully buy-in to the company's vision and believe in everything that Octopus stands for.

We are respectful: we live and breathe the Octopus values of being helpful, straightforward and bold.

We are resilient: we have an inner strength that means we never give in.  

We are intellectually curious: we seek to understand how the world works and were always learning, adapting and improving.  

We understand who our customers are: and because we know them really well, we always give them our very best.  

What we offer Octopus has built an exciting and inclusive high-performance culture where employees feel empowered. This means we welcome discussions around flexible working hours. We also understand the value of diversity, and we have a team dedicated to promoting gender, ethnic, socio-economic, LGBT and disability equality, to make sure we back up our words with actions. All Octopus employees are given the opportunity to develop new skills, aim higher and accelerate their careers.

 

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