Operations Onboarding Officer

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 £12.6* 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

We’re looking for an Onboarding Officer to work within Operations reporting to The Back Office Manager. The Onboarding team sit within Octopus Operations team, overseeing the successful take-on of new clients and new investments. The team work closely with various Operations team’s, the Sales & Customer team and Compliance to ensure the client experience is as smooth as possible. A range of regulatory requirements must be adhered to, as well as identifying opportunities to streamline and enhance current processes in order to effectively manage stakeholder expectations.


  • 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


Ideally, you’ll have some or all of the following qualifications, skills and job-related experience

  • Strong eye for detail and ability to work precisely and exactly is imperative
  • Ability to prioritise and multi-task whilst working under pressure
  • Hands on team player that’s also comfortable working independently
  • Able to adhere to strict daily and adhoc deadlines
  • Strong work ethic, comfortable working outside of regular working hours during busy periods
  • Customer focused
  • Strong problem solving and organisational abilities
  • Excellent communication skills to deal with people at all levels
  • Must be comfortable using technology and leveraging digital applications

And to really stand out from the crowd, you will display the following qualities and characteristics:

  • Self-motivated with the ability to work in a fast-paced agile environment
  • Experience with AML/KYC
  • Curious and seeking to learn and improve whilst instilling automated and digital solutions wherever appropriate

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