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At Octopus we're transforming the industries we operate in and improving the lives of millions of people. We've built market-leading positions in multiple sectors, including smaller company financing, renewable energy, healthcare and property finance. We employ 700 people and manage more than £8.5 billion on behalf of more than 50,000 investors. Our products don't just help real people solve real life problems, they also make a positive impact on the world around us.
The Octopus Group incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures and Octopus Labs. Our aim is to have an impact in everything we do, and to make a vital contribution to the UK economy by helping people, companies and institutions generate wealth. And we're always on the look-out for smart, talented people who share our values.
Essential Job Functions
Provide a personalised service to advisers who need urgent or bespoke information for their clients
Work with Business Development Managers to identify new advisers and key players
Collaborate with Business Development Managers and Sales Support to develop analytics dashboard insights
Organise and promote events, including sending invitations, booking venues and managing responses
Use sales tools to create presentations
Speak to financial advisers to help them with existing clients they are due to see
Follow up on ISA transfers where applicable
Complete research on financial advisers
Maintain data on our financial advisers
Contact advisers on product updates
Call advisers to thank them for business received
Ensure that notes on the CRM system are entered correctly
Resolve inbound verbal, email and written enquiries from our customers (investors and their financial advisers), ensuring the customer is always at the heart of everything we do
Take ownership for all enquiries until resolution, even those you can't resolve immediately, giving our customers updates on progress to prevent follow ups
Use your natural flair to engage with customers, empathise when things don't go as well as we'd like them to, and help them really understand that Octopus has customer experience at its core
Make courtesy calls to potential investors when they order literature, check they have received all the required information and see if there are any questions they might have
Gathering feedback by listening to our customers and proposing improvements (e.g. to process, systems, service or literature) to enhance the client experience
Job Specific Experience/Technical Skills/Abilities
Be highly self-motivated, driven and organised
Organisational and task management skills are a must
Be passionate and eager to succeed
Have excellent communication skills
Have the ability to work to tight deadlines
Experience using Excel
Experience with CRMs, Microsoft Dynamics preferred
Be comfortable delivering complex or difficult messages
Random acts of kindness make the workplace a better place. So, go out of your way to be helpful, and give people reasons to smile.
Be straightforward Life is complicated enough. Don't make it harder for yourself, or for others. Sometimes the simplest approach works wonders.
Be bold Every great business started with a flash of inspiration. If you've got a great idea, don't keep it to yourself.
At Octopus, we recognise the importance of embracing diversity in order to create a high performance culture.
Internal Number: 5622510
About Octopus Investments
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