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Operations Analyst

Octopus Money

London

Hybrid

GBP 30,000 - 37,000

Full time

3 days ago

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Job summary

Octopus Money is seeking an Operations Analyst to enhance operational processes and deliver outstanding customer service. Ideal for those who are analytical and eager to assist in scaling a fast-growing startup, this role involves managing finance operations and collaborating with various teams to optimize service delivery.

Benefits

Flexible working arrangements

18-day work-from-anywhere allowance

Share incentive plan

Enhanced parental leave

Private medical insurance

Qualifications

Experience in a corporate or startup environment.
Ability to manage finance processes and support tickets.
Skilled in coordinating with stakeholders and refining processes.

Responsibilities

Overseeing monthly finance processes including payments to coaches.
Setting up new money coaches in systems.
Responding to operational support tickets.

Skills

Analytical mindset

Detail-oriented

Problem solver

Team player

Education

1+ years experience in Operations, Product or Growth role

Tools

Excel

Google Sheets

No-code solutions (e.g. Zapier, Airtable)

Join to apply for the Operations Analyst role at Octopus Money

We're looking for an Operations Analyst to help us deliver a world class service at scale.

This is an ideal role for someone who is analytical, detail oriented and loves the challenge of building out the processes and systems that will make us an efficient operation that consistently delivers a world class customer service.

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

As a member of the Operations Team, you’ll help us carry out and improve many of the day to day processes that keep things running smoothly. You’ll work closely with the rest of the operations team and stakeholders in other teams to onboard new customers, troubleshoot service issues and manage changes to processes when they come.

You’ll have opportunities to learn about how we’re building and scaling a fast growing start up, and you’ll have a direct impact on our ability to deliver a world class customer experience that transforms lives.

Day to day you will be

Overseeing some of our monthly finance processes - Ensuring that our self employed money coaches are paid correctly and on time each month, and that our invoices are sent to the right customers.
Carrying out essential processes within the Coaching team, e.g. setting up new money coaches on our systems
Responding to support tickets to assist with operational issues
Coordinating and collaborating with stakeholders across the business to refine processes and solve problems.

About You

A genuine desire to help people

We are a mission-driven business, so it’s important that you can demonstrate a strong desire to help people and improve their lives.

Collaborative and a great team player

We’ve built a great team of top performers, and you’ll need to work with others from across the business to identify problems, agree solutions and implement changes

Problem solver at heart with an analytical mindset

You should be someone who gets excited by complex problems and can find creative ways to solve them no matter what your level of knowledge and experience with the subject matter. You should be able to digest complexity and develop a plan to move forward, without losing sight of the important details.

Goal driven and not afraid to get stuck in

We like to set ambitious goals and find creative ways to hit them, even if that means rolling up our sleeves and doing manual tasks before we’ve managed to fully automate them. You should have a bias towards action and getting things done.

Highly organised, with great attention to details

You should love to dive into the details and make sure nothing falls through the cracks. When you say you’ll do something it gets done with urgency and focus, and you’re quick to ask for help when needed.

Knowledge Required

1+ years experience in a corporate or startup environment in an Operations, Product or Growth role.
Experience working with spreadsheets - either G-sheets or Excel

Nice to have (but not necessary)

Experience using ‘no-code’ solutions e.g. Zapier, Airtable, etc

In return for your contribution we offer a base salary of £30,000 - £37,000 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. Due to 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 which means we can buy shares via salary sacrifice. For those who are not commission based we offer a team bonus of up to 10% provided we meet our team goals. The % allocation is determined on the basis of our collective performance.

Pension, enhanced parental leave, private medical insurance & other benefits

As an Octopus Money employee you'll get access to a company pension, enhanced parental leave (after 15 months), PMI, day off for your birthday and other benefits to make sure you're healthy and happy, now and in the future!

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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, disability status or any other protected characteristic.

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Management and Manufacturing

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