We’re on a mission to provide best-in-class financial advice to clients. We’re looking for a talented leader to build a powerful ecosystem of referral partnerships to help us reach millions of customers. Our partners—accountants, solicitors, business founders, estate agents, and community leaders—trust us to deliver expert advice for their clients, and we need someone exceptional to build and scale these relationships from the ground up.

This is the first role of its kind in our business, meaning you won’t just be executing—you’ll be designing the playbook. You’ll be comfortable operating in ambiguity, setting up the foundations, and defining the strategy, all while delivering against ambitious AUM growth targets.

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 In this role, you will own the full lifecycle of referral partnerships with a focus in particular on our complex advice proposition for high-net-worth clients.  You’ll juggle with identifying and pitching high-value partners, to closing deals and managing long-term relationships. You’ll establish the frameworks, processes, and commercial strategies that turn our partnerships into a scalable, high-impact growth channel.

This is not a traditional sales or account management role. It’s a mix of strategy, business development, and commercial execution. You’ll be an entrepreneur within the business, constantly finding new angles, testing innovative referral models, and driving continuous growth.

Day to day you will:

• Define and implement the strategy, playbook, and processes for acquiring and managing referral partnerships.
• Identify, pitch, and secure new referral partners across a range of industries and communities.
• Drive partnership negotiations to secure high-value agreements that align with our business goals.
• Cultivate and manage long-term relationships with partners to ensure continued success and growth.
• Continuously develop new ideas for scaling referrals and evolving our business proposition.
• Work with proposition, delivery, product, and leadership to evolve the advice proposition and create an integrated, best-in-class referral ecosystem.
• Use data and insights to measure success, optimise strategies, and ensure impactful results, including hitting AUM growth targets.

About You

You’re a natural dealmaker You have a proven track record of identifying opportunities, pitching, negotiating, and closing high-value partnerships. Your commercial acumen allows you to craft deals that benefit both the company and the partner.

You’re results-oriented You track performance meticulously and are adept at using data to refine strategies and optimize outcomes. You’re motivated by targets, taking responsibility for achieving ambitious AUM goals and driving results.

You’re an entrepreneurial leader You thrive in ambiguity and can take ownership of a new function, developing it from the ground up. You have a bias for action, a knack for experimentation, and a passion for continuous improvement.

You’re a relationship builder You build strong, lasting relationships with partners, clients, and internal teams. Your ability to engage and influence people across industries helps you maintain the momentum and long-term success of partnerships.

You’re a strategic visionary You can see the big picture, understanding how partnerships will drive long-term growth. You excel at creating and executing scalable, sustainable strategies that align with the business’s overall objectives.

Knowledge required

• Significant experience in wealth management or financial advice driving growth through partnerships

Nice to have (but not necessary)

• Worked in a startup or scale up environment

In return for your contribution we offer a base salary of £75,000 - £110,000 DOE + OTE £40k + 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.