Pension Divorce Specialist; Client Facing Holborn

Pension on Divorce Specialist (Client Facing)

We are looking for someone with strong communication and analytical skills to join Octopus as a Pensions on Divorce Specialist. In this role, you will take ownership of the pension-related work within our divorce cases.

This is a client-facing role where you will act as the primary point of contact throughout the lifecycle of each case. You will oversee the use of our pension calculation tools and technical outputs, while ensuring clients feel supported, informed, and confident during what is often a complex and sensitive period.

We’re on a mission to become the most recommended financial services business in the UK.

Money shapes every part of life. Yet most people never get the support they need:
Half of Brits reach retirement age without enough to live the life they want. Financial stress is a leading cause of poor mental health. Only 8% of people have access to 1‑to‑1 financial advice. There’s no shortage of information. What people actually need is clarity, guidance and a plan that makes sense for them.

That’s where we come in. Octopus Money brings together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence. We help people build a clear plan for their savings, investments and pensions and make investing simple with managed portfolios built by experts. We also support employers who want their teams to feel more secure and in control.

Some people need regulated advice. Others need coaching. Many need both at different points in life. Our service adapts to what each person needs. We believe everyone deserves money support that works for real life.

• Act as the primary point of contact for clients, building strong, trusted relationships throughout the divorce process.
• Communicate complex pension matters in a clear, calm, and accessible way.
• Provide reassurance and guidance to clients navigating sensitive financial and personal circumstances.
• Manage expectations proactively, ensuring clients are kept informed at every stage.
• Lead client discussions and maintain a consistent, high‑quality experience from instruction through to completion.
• Act as an introducer to other Octopus Group companies and services where appropriate.

• Oversee and review pension sharing calculations and related outputs.
• Interpret pension benefits across Defined Benefit (DB), Defined Contribution (DC), and hybrid arrangements.
• Work confidently with Cash Equivalent Transfer Values (CETVs) and scheme‑specific benefit structures.
• Ensure absolute accuracy and consistency across all technical calculations and supporting documentation.
• Apply your pension knowledge in a practical, case‑focused manner.

• Manage a portfolio of divorce‑related pension cases end‑to‑end.
• Prioritise your workload effectively to meet deadlines and client expectations.
• Coordinate with internal teams to ensure timely and accurate delivery of outputs.
• Identify and resolve risks or issues early in the process.
• Maintain clear case records and ensure high standards of documentation.
• Work closely with solicitors, financial advisers, and other professionals involved in the divorce proceedings.
• Contribute to a collaborative, service‑led approach across all client interactions.
• Support the continuous improvement of our internal processes, templates, and client experience.

You care about how you make people feel. You communicate clearly, listen well and build trust with customers and colleagues. You want every interaction to move things forward.

You like getting stuck in. You care about making progress, not perfection. You stay focused on what matters, learn quickly and find smart ways to keep things moving.

You take responsibility for your work and the outcomes it creates. You’re comfortable solving problems, making decisions and tackling challenges head on. You hold yourself to a high standard and want to…