Pensions Consultant Holborn

We are seeking someone with strong communication and analytical skills to join Launchpad, the newest team at Octopus Money. You’ll be part of a team responsible for launching new products and offerings spanning the breadth of financial services. As our first dedicated client-facing hire, you’ll play a critical role in ensuring the products and services we offer are right for our clients and are delivered exceptionally.

While you can expect to be exposed to a variety of client-facing work over time, in the first instance, you’ll have day-to-day responsibility for our pension splitting work with amicable , another company in Octopus Group. In this capacity, you will own pension-related work within divorce cases and act as the primary point of contact throughout the lifecycle of each case.

You will produce Pension on Divorce Expert reports using our pension calculation tools, while ensuring clients feel supported, informed, and confident during what is often a complex and sensitive period.

The role is not actuarial and does not involve expert witness work.

• Act as the primary point of contact for clients.
• Build strong, trusted and ongoing relationships with clients
• Communicate potentially complex financial information in a clear, calm, and accessible way.
• Provide reassurance and guidance to clients dealing with 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 client experience from instruction through to completion.
• Act as an introducer to other Octopus Group companies and services.
• With support from the broader team, test and deliver new products and services to clients as the primary client contact

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

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

• Demonstrates strong ability to build trust-based client relationships.
• Communicates complex information in a clear, structured, and reassuring manner.
• Shows empathy, discretion, and emotional intelligence in sensitive situations.
• Confident in leading conversations with clients and managing expectations effectively.

• Strong ability to manage multiple cases simultaneously.
• Effective prioritisation skills with a focus on deadlines and service quality.
• Proactive in identifying risks and resolving issues early.
• Structured and methodical approach to managing workflow and documentation.
• Maintains high attention to detail and accuracy in all outputs.

• Strong communicator with the ability to simplify complex technical topics.
• Empathetic and sensitive to clients navigating difficult personal circumstances.
• Proactive, solutions-focused, and takes ownership of outcomes.
• Comfortable balancing technical work with high levels of client interaction.

This role is not actuarial and does not involve acting as an expert witness or providing court testimony. The focus is on delivering high-quality pensions expertise in a practical, accessible way, alongside exceptional client relationship management.