Client Support Executive

Octopus Money; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in London is seeking a Client Support Executive focused on delivering outstanding service. The ideal candidate should have at least 2 years of financial administration experience and a strong commitment to regulatory compliance and client satisfaction. This role offers flexible working arrangements and opportunities for career growth, including funding for professional qualifications. The salary ranges from £30,000 to £40,000 depending on experience.

Benefits

Flexible working hours

18 days work-from-anywhere allowance

Share incentive plan

Private medical insurance

Enhanced parental leave

Qualifications

• Minimum 2 years of experience in financial advice administration.
• Ability to ensure regulatory compliance with KYC and AML checks.
• Motivated by impacting client's lives through great advice.

Responsibilities

• Deliver a seamless onboarding experience for clients.
• Implement investment recommendations accurately.
• Maintain accurate CRM records and drive operational improvements.

Skills

Financial administration experience

Strong communication skills

Organizational abilities

Problem-solving skills

Job description

Client Support Executive - Wealth Planning

We’re looking for a Client Support Executive who is passionate about delivering outstanding service – the kind of service that gets things right first time and sets a new standard for our industry. If you care deeply about the details, love creating friction‑free client experiences, and want to grow your career in a fast‑moving advice business, this role is for you.

You’ll need to bring at least 2 years of financial administration experience within a wealth planning or financial advice business so you can hit the ground running and help us deliver exceptional service from day one.

About Octopus Money

At Octopus Money our mission is to transform millions of lives by making brilliant financial advice more accessible and more affordable. We’re growing quickly and as the UK’s Advice Firm of the Year we’re more committed than ever to delivering a service that truly stands out. That means being thoughtful, responsive, accurate and consistently excellent for our clients. If you share that passion and you have 2+ years of experience in financial advice administration or client operations in wealth planning we’d love to hear from you.

The role and opportunity

As a Client Support Executive you will be at the heart of our client experience. You’ll make sure every step of the onboarding and servicing journey feels smooth, transparent and reliable. You’ll work closely with our planners and advisers to bring our advice to life ensuring clients’ money is in the right place, at the right time, with zero friction. We want people who take pride in getting things right first time and are motivated by accuracy, clarity and doing the best possible job for clients every single time.

Grow your career with us

We’re committed to developing outstanding talent. If you want to progress in financial planning, paraplanning or operations we’re happy to fund professional qualifications and industry exams, including CII pathways, to help you build a long and successful career with us.

Day to day, you will

• Deliver an onboarding experience that feels effortless – sending LOAs, gathering information and chasing providers to ensure clients are set up quickly, smoothly and correctly the first time.
• Carry out AML and KYC checks with precision, making sure we meet regulatory requirements without adding friction for clients.
• Implement advisers’ recommendations so clients’ money is invested in the right place at the right moment. This will include:
• Process transfers in and out of the Octopus Money platform with accuracy, care and great communication.
• Action ad hoc client instructions including withdrawals, deposits and account updates quickly and correctly.
• Keep CRM records immaculate, ensuring we have a live, accurate picture of where every client is and what needs to happen next.
• Spot inefficiencies and drive improvements, helping us reduce errors and create a more reliable, predictable client experience.
• Investigate issues thoughtfully, fix root causes and raise the bar for operational excellence.
• Everything you do will contribute to building a reputation for service that’s thoughtful, responsive and consistently best‑in‑class.

About you

• Experienced in financial services administration – you’ve spent at least 2 years in a financial advice administration role and understand the importance of reliability and accuracy in a regulated industry.
• Obsessed with delivering excellent service – you take pride in getting things right first time and you go above and beyond to make sure clients feel supported and confident.
• Highly organised and detail‑driven – you leave no loose ends, keep things moving and bring structure and clarity even when there’s a lot happening at once.
• Pace, focus and energy – we move quickly and that energises you. You’re comfortable with switching contexts, learning new systems and prioritising effectively.
• A genuine desire to help people – you’re motivated by the impact great advice can have on someone’s life and want clients to feel reassured, informed and looked after.
• An excellent communicator – clear, friendly and professional whether you’re emailing a client, calling a provider or updating a colleague.
• A problem‑solver who improves things – you don’t just spot issues – you solve them. You’re curious, resourceful and always thinking about how to raise the bar.
• A supportive team player – you celebrate wins together and rally around challenges together. You’re humble, collaborative and committed to the success of the whole team.

In return for your contribution we offer a salary of £30,000 - £40,000 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.

Perks & Benefits

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 operate a hybrid model with 2 days per week from our central London office in Holborn and the remainder from home.

Work from anywhere – an 18 day allowance to swap on‑site days or work from another country (subject to compliance for regulated finance roles).

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 – opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles as we scale.

Share incentive plan and team bonus – part of Octopus Group’s group share incentive plan and team bonuses for meeting team goals (excluding commission‑based employees).

Pension, enhanced parental leave, private medical insurance & other perks – including a company pension, enhanced parental leave, PMI, birthday day off and more to support your health and well‑being.

Equal Employment Opportunity

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,, 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 [e-mail].