External Business Development Manager – Essex/Suffolk

London, UK

Company Description


Octopus is a group of innovative, entrepreneurial businesses investing in the people, ideas and industries that will help to change the world. We are experts in financial services and energy, 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. Our energy supply business is one of the fastest growing companies in the UK, reaching 3.1 million customers in just five years, and is the only supplier to be recommended by Which? four years in a row. 

Octopus Energy, Octopus Giving, Octopus Moneycoach, Octopus Investments, Octopus Renewables, Octopus Real Estate, Octopus Ventures, Octopus Wealth and Seccl Technology are all part of Octopus Group. Visit octopusgroup.com. 

*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

As an External Business Development Manager (EBDM) for Octopus Investments, your role will be to drive sales of our investment products through building and maintaining relationships with financial advisers. Your time will be spent offering excellent customer communications to our current, growing network of financial advisers, as well as identifying and reaching out to new financial adviser partners. This role sits within Octopus Investments, a business on a mission to change the investment industry for the better.


  • Maintain relationships with existing network of financial adviser clients to maximise sales opportunities for the Octopus Investments product range.
  • Develop relationships with financial advisers who have no prior knowledge of Octopus Investments.
  • Work in partnership with Internal Business Development Managers in your region.
  • Conduct face-to-face meetings with and give presentations to new and prospective clients.
  • Understand a complex suite of solutions and translate them into simple solutions for advisers.
  • Attend industry conferences/seminars.
  • Assist in the building of structured plans to develop relationships in designated region.
  • Deliver high levels of customer service at all times.
  • Constantly improve product and industry knowledge.


What you’ll need to be successful:

  • Previous experience in a similar role, building and maintaining financial adviser relationships throughout the UK.
  • Proven results delivering incremental growth through existing relationships, as well as the ability to attract and cement new business relationships.
  • High quality interpersonal skills which emanate honesty and integrity.
  • A clear, concise and articulate communication style, with an ability to be influential when needed.
  • Numerical literacy in order to understand innovative and unique financial products.
  • Presentation skills.
  • A strong work ethic, with the ability to work effectively from home.
  • Drive, ambition and self-motivation.
  • Confident using technology, including CRMs.

Additional Information

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. And while these are the principles that guide us as an organisation. 

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