Senior Operations Manager – Wealth Planning at Octopus Money

London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

13 Jan, 26

Salary

85000.0

Posted On

15 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Experience, Wealth Planning, Operational Excellence, Process Building, Data Analysis, Collaboration, Continuous Improvement, Financial Advice, Onboarding, Fulfilment, Servicing, Systems Thinking, Problem Solving, Team Management, Governance Frameworks, Technical Literacy

Industry

Financial Services

Description

🏆 🎉 🏆 We're proud to announce we've won Advice firm of the year at the Money Marketing Awards 🏆 🎉 🏆 We’re looking for a Senior Operations Manager to make every client’s wealth planning journey seamless - ensuring that from the moment they start their advice journey to the day their plan goes live, everything runs like clockwork. You’ll be the person who makes sure we get it right the first time: ensuring every step of the process is clear, consistent, and built around the client. This is a hands-on role for someone with deep experience in the end-to-end process of financial advice - from onboarding through suitability, recommendation, fulfilment, and servicing - and who can apply that knowledge to designing better systems, controls, and client experiences as we scale. If you’re passionate about operational excellence and client outcomes, this is your opportunity to make a real impact at the heart of Octopus Money. About Octopus Money At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality. The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice. There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money! With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts. We believe everyone deserves personal, 1-to-1 advice with their money. The role and opportunity You’ll take end-to-end ownership of Wealth Planning operations, ensuring every client gets the same high standard of service and that every process is designed for accuracy, efficiency, and scale. Working closely with the Head of Advice/COO and other senior leaders, you’ll spot friction points in the client journey, design solutions, and ensure the changes stick. You’ll champion a “right first time” mindset that reduces rework, shortens turnaround times, and improves client satisfaction. Day to day you will be: Oversee Wealth planning operations end-to-end, ensuring onboarding, advice fulfilment, and servicing happen seamlessly for clients. Champion the client experience - ensuring processes work first time and any friction is fixed at root cause. Partner with the Head of Advice/COO, and Head of Platform Ops to ensure advice and transactions flow through to completion within SLA. Use data and dashboards to track the client journey, identify delays, and drive improvements in turnaround and service quality. Design and roll out new workflows across our systems (Plannr, Airtable, SECCL and others) that simplify delivery and are adopted by all teams. Develop and deliver an operational improvement roadmap balancing quick wins with longer-term fixes. Lead and embed a continuous improvement culture within the team - capturing ideas, implementing changes, and measuring impact. Oversee case delivery, fulfilment accuracy and reporting, working with advisers and their teams to keep delivery on track and assets landing promptly on platform. Document and update operational processes, supporting training and effective change management. Represent Wealth Planning in cross-functional projects - bringing the voice of the client and operational insight to every new initiative. About You Client-obsessed and quality-driven You care deeply about the client experience and take pride in getting things right first time. Wealth Planning expert You have direct experience of the end-to-end financial advice process - you understand suitability reports, onboarding, fulfilment, and how operations underpin the adviser–client relationship. Operationally excellent and strategically minded You can balance day-to-day delivery with longer-term improvements and communicate clearly with senior stakeholders. Process builder and systems thinker You’ve built and rolled out processes across multiple systems, ensuring teams adopt them through clarity and training. Data-driven problem solver You use data to diagnose bottlenecks, improve efficiency, and measure service quality. Influential and collaborative You build trust across functions and hold teams accountable without formal authority. Continuous improver You’re passionate about automation, accuracy, and finding better ways to deliver outstanding outcomes every day. 5+ years’ experience in operations management within wealth planning, financial advice, or investment operations. Deep understanding of the end-to-end financial advice process - onboarding, advice creation, suitability, fulfilment, and servicing. Experienced people manager, passionate about getting the best out of individuals with or without direct line management. Proven track record of building and embedding processes that improve quality and consistency for clients. Strong data and technical literacy - confident in building dashboards, interpreting operational data, and using it to improve delivery. SQL is a plus. Experience with relevant systems (e.g. Plannr, Airtable, CRM tools, SECCL, workflow automation platforms). Evidence of implementing controls and governance frameworks to maintain quality and compliance as teams scale. In return for your contribution we offer a base salary of £75,000 - 85,000 DOE + benefits Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer. About Octopus Group Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet’s future – are failing. And we want that to change. We want everything we do, whether that’s in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business - Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row. Perks & Benefits Make a difference We're on a mission to help millions of people improve their finances. Seeing the impact we can make on our client's lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor. Flexible working We currently operate a hybrid model which is a mix of office and remote. You'll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn. Work from anywhere We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. NB - Due to compliance regulations this does not apply to individuals that give regulated financial advice. Join a great team We're a diverse team with decades of experience in financial services and a proven track record. We believe in treating everyone with transparency and respect. Rapidly grow your career We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles. Share incentive plan and team bonus Being part of Octopus we benefit from the group share incentive plan. In addition, for those who are not commission based we offer a team bonus provided we meet our team goals. Pension, enhanced parental leave, private medical insurance & other perks As an Octopus Money employee you'll get access to a company pension, enhanced parental leave, PMI, day off for your birthday and other benefits to make sure you're healthy and happy, now and in the future! -- We believe in equal financial education for everybody, no matter their background. We pride ourselves on building an inclusive working environment where diversity is celebrated. We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If you require support completing your application please contact Luke Stepney, Head of Talent at applications@octopusmoney.com

Responsibilities

You will oversee Wealth Planning operations end-to-end, ensuring seamless onboarding, advice fulfilment, and servicing for clients. Your role will involve identifying friction points in the client journey and designing solutions to enhance the overall client experience.