We’re looking for a Training and Competence Coordinator to help us evolve and deliver our content and quality of our client facing processes and interactions. This is an ideal opportunity for an ambitious self-starter to accelerate your development taking a broad and varied role, within a rapidly growing company.

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 

The Training Specialist will develop, implement, and evaluate high quality training programs for employees across the organisation and externally. 

The ideal candidate will have a strong understanding of adult learning principles and experience in creating, delivering and evolving engaging and effective training content.

Experience of mentoring and accreditation processes would be an advantage. 

Please note that this role will involve travel across the UK.

Day to day you will be:

• Developing and implementing training programs for our money coaches and internal/external stakeholders, including; new hires, current employees, and managers
• Overseeing and leading post training accreditation processes for newly trained coaches to help ensure that they operate competently and deliver commercial impact
• Creating and delivering engaging and effective training materials, including presentations, online modules and webinars
• Facilitating training sessions and workshops both internally and externally with 3rd party businesses
• Identifying  training needs through assessments and surveys
• Evaluating the effectiveness of training programs and making recommendations for improvement
• Building and enhancing our training apparatus and infrastructure
• Collaborating with the Head of Training and Competence to continually evolve and improve the overall effectiveness and quality of our training proposition
• Collaborating with other departments to ensure that training programs are aligned with business goals

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 and be willing and able to operate independently. 

Good technical knowledge You should have a good understanding of basic training methodology and learning models such as Kolb and the 70/20/10 approach. 

You should also have knowledge of financial services including products, promotions and the associated regulatory framework. 

Knowledge required

• 2+ years experience in a training role ideally within the context of financial services. 
• Coaching and mentoring knowledge so that you can support learners post training. 
• Experience of delivering training in a business to business style environment. 
• Ability to communicate effectively with multiple stakeholders and audiences and challenge them appropriately where needed. 

Nice to have (but not necessary)

• Level 3 award in education and training (or equivalent/higher)

In return for your contribution we offer a base salary of £33,000 -  £43,000 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! 

--

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.