Job Description
We are looking for someone who is enthusiastic and friendly to work alongside our Sales team. The position is responsible for providing a great service to both Financial Advisers and internally to our business development managers (BDMs)
You would be working with a small number of BDMs where your responsibilities would include ensuring activity is logged correctly and promptly into the CRM tool, sending out any follow up literature, producing illustrations and at times responding directly to advisers with answers to their questions.
Essential Job Functions
- Deliver consistent and reliable support service to Financial Advisers and the BDM Team
- Responding to requests from BDMs and advisers
- Record meeting notes onto the CRM system
- Complete meeting follow up with Financial Advisers for External BDMs including the sending out of literature
- Produce client illustrations within agreed timescales
- First-rate communication skills (written and verbal)
- Assist the Events Manager in the organisation of seminars and events
- Demonstrate a strong desire to learn about Octopus products
- Provide adviser feedback to BDMs
- Proactively build relationships with colleagues and communicate effectively
- Embed efficient working practises and communicate internally and externally in a professional manner
- Support senior team members to help implement initiatives within the business
Qualifications
- Well organised and able to multitask
- Have a good attention to detail, with a real focus on accuracy.
- Approachable and work well in a team
- Appetite to learn and willing to take on new challenges
- Flexible based on what the business needs
- Excellent verbal and written communication skills
- Enjoy working in fast paced environment
Additional Information
What we offer
A competitive salary, bonus, pension and share incentive plan
✈️ Take what you need holiday
Flexible working
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more
Enhanced family leave policies
❤️ Life insurance, critical illness cover and income protection
Private medical insurance for you and your family
Electric vehicle leasing
The option to work overseas up to a month per year
Our Values
At Octopus we don’t just focus on what we do but also how we do it. Everyone shares our values of being straightforward, helpful and bold.
We’re committed to creating a diverse and inclusive employee experience for all. We promote equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.
