onboarding specialist jobs

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.

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What's in it for you?

As a key member of our Investment Operations Team, you’ll gain hands-on experience across the full spectrum of operational processes that keep our business running smoothly. From application processing and client data updates to cash matching, post-distribution, document management and client withdrawals, you’ll be at the heart of delivering exceptional service.

The team

Our Operations function is split into five specialist teams – Cash Management, Client Onboarding, Client Account Operations, Settlements, and Middle Office – and you’ll have the opportunity to rotate across four of these areas, building a broad skill set and deep understanding of our end-to-end processes. This is a dynamic role where no two days are the same, offering variety, challenge, and the chance to develop your career in a fast-paced environment.

Responsibilities include:

• Processing client redemption requests
• Managing client and adviser updates
• Handling cash management tasks
• Processing deceased accounts
• Settling stock and cash transactions
• Managing VCT buyback processes
• Processing applications
• Resolving reconciliation breaks
• Supporting corporate actions
• Transaction reporting
• Handling legal documentation

What you'll ideally have

• Previous experience in a financial services organisation, with a strong understanding of regulatory requirements
• Financial qualifications desirable but not required (IOC, IMC, CII)
• Experience in a similar role within financial services desirable but not required.
• Proven ability to work effectively in a team
• Strong organisational skills and attention to detail
• Ability to manage multiple tasks and meet deadlines under pressure
• Accuracy
• Focus: When volumes spike, we need someone who can concentrate and commit fully to getting the job done.

Our Values
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.