We're not your typical wealth management company. We’re here to blow away the cobwebs and breathe new life into personal finance.
We help our clients tackle some of the big, personal questions in life, by putting a plan in place that maps towards the answers. Why? Because we strongly believe that some questions are too big to tackle alone, and that financial advice can transform lives for the better. We also think that getting help should be a positive and uplifting experience: an aspiration, not an anxiety.
We have an exciting opportunity for an ambitious, empathetic and talented ‘people person’ to join our small dynamic team as our first dedicated customer success executive.
We’re in our early stages (though are backed by an £8bn investment business), but our mission is clear: to create a world where people are free to enjoy their life, not worry about how to pay for it.
We’re developing technology that’ll create a new type of user experience for clients of financial advisers; while you’ll be the first in a growing team of friendly customer champions putting that all-important human face to it all – delivering an awesome experience that our clients will want to shout about.
Your role will centre on providing an exceptional experience for our customers – one that people will remember and recommend us for. On a day-to-day level, this will entail…
You’ll also be responsible for ensuring the company remains customer focused. This includes being being the voice of the customer by collating our customer feedback and conveying it to our product team ensuring we’re always building what our customers want.
This is an exciting new position within Octopus Wealth, that will give you the freedom to shape your role with progression opportunities as we build the Customer Success function in the business. There may also be opportunities to gain your qualification to become a financial adviser.
We’re offering a salary of £25 to £30k depending on experience and expertise. We also offer a comprehensive benefits package, including generous holiday allowance, private healthcare and a host of workplace rewards.