Senior Operations Manager – Wealth Planning at Octopus Energy

London, England, United Kingdom

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Client-obsessed and quality-driven, caring deeply about the client experience and taking pride in getting things right first time
Wealth Planning expert with direct experience of the end-to-end financial advice process, including suitability reports, onboarding, fulfilment, and how operations underpin the adviser-client relationship
Deep experience in the end-to-end process of financial advice, from onboarding through suitability, recommendation, fulfilment, and servicing
Passionate about operational excellence and client outcomes
Hands-on ability to design better systems, controls, and client experiences as the business scales

Responsibilities

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 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
Take end-to-end ownership of Wealth Planning operations, ensuring every client gets the same high standard of service and every process is designed for accuracy, efficiency, and scale

Skills

Operations Management

Wealth Planning

Financial Advice

Client Onboarding

Suitability Assessment

Recommendation Processes

Fulfilment

Client Servicing

Process Design

Systems Controls

Regulatory Compliance

Octopus Energy

Provides affordable green energy solutions

About Octopus Energy

Octopus Energy provides affordable green energy solutions to households and businesses across multiple countries, including the UK, US, Japan, Germany, New Zealand, and Australia. The company focuses on the renewable energy market and utilizes technology and data to enhance its services. Its main product offerings include direct energy sales to consumers and the licensing of its proprietary Kraken technology platform to other energy providers. This platform helps streamline energy management and improve customer experience. Unlike many competitors, Octopus Energy emphasizes sustainability and offers additional services such as electric vehicle solutions. The company's goal is to make green energy accessible and affordable while promoting the use of renewable resources.

London, United KingdomHeadquarters

2016Year Founded

$2,476.6MTotal Funding

GROWTH_EQUITY_VCCompany Stage

Data & Analytics, Automotive & Transportation, EnergyIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Vacation

401(k) Company Match

Parental Leave

Flexible Work Hours

Company Equity

OE Group Share Scheme

Risks

Increased competition in renewable energy may impact market share.

Rapid international expansion exposes Octopus to geopolitical risks.

£3 billion repayment to UK government could strain financial resources.

Differentiation

Octopus Energy's Kraken platform optimizes energy usage for zero-bill homes.

The company leads in electric aircraft charging with AeroVolt collaboration.

Octopus Energy's global reach includes partnerships in Brazil and Japan.

Upsides

'Zero Bills' initiative could revolutionize sustainable living in the UK.

Partnership with Energisa opens South American renewable energy market.

Investment in Ocergy enhances offshore wind capabilities globally.

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