Octopus Investments careers 2022 in Clerkenwell, England, United Kingdom – Sales Support Administrator

Website Octopus Investments

Are you looking for a Job at Octopus Investments in Clerkenwell, England, United Kingdom
in 2022. Then following info is about this job.

About the job

Company Description

Established in 2000, Octopus is a group of businesses investing in people, ideas and industries that change the world. You can learn more about us at octopusgroup.com.

At Octopus Investments, we’re experts in financial services and we’re also a certified B Corp, meaning we care as much about the impact of our investments as the returns they generate. Today we manage more than £12.4* billion on behalf of retail and institutional investors.

*Funds Under Management data includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of 31st December 2021

Job Description

The Sales Support role is to provide support and assistance to the sales team by removing any tasks which take them away from maximising revenue. We speak to advisors and provide administrative support such as writing up meeting notes, sending out literature, creating illustrations and providing excellent service to clients.

We act strategically by planning campaigns to support the execution of individual business plans. We have completed analysis to identify hot spots, quick wins and proactively highlighted leads which will assist BDMs to achieve their objectives. We share experiences and best practice across all regions.

Sales Support collaborate with other areas across the business such as Marketing to review campaigns and share successes and Operations to ensure systems are set up correctly with new product launches and ongoing opportunity logging. We work with events to ensure the smooth running of seminars and provide analysis on the back of these. We also support the Account Managers with overflow calls.

Essential Job Functions

  • Deliver consistent and reliable support services to the BDM Team
  • First-rate communication skills (written and verbal)
  • The first point of call for taking inbound telephone calls from financial advisers and knowing when to spot sales opportunities/business leads.
  • Responding to requests from BDMs and advisers
  • Record meeting notes onto the CRM system, including feedback on our proposition and allocation of follow up tasks
  • Complete meeting follow up with Financial Advisers for External BDMs including the sending out of literature
  • Produce client illustrations within agreed timescales
  • Assist the Events Manager in the organisation of seminars and events
  • Work with BDMs to help them achieve their goals and targets by providing regular MI to drive activity and business in each region as requested by the BDMs
  • Contributing to virtual product teams by providing data analysis
  • 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


  • Experience in a support role
  • Confident in challenging the norm is essential
  • Ability to learn how to extract data from a CRM or in-house system and complete analysis prior to circulating
  • Experience in a client services/support role working closely with the sales team would be hugely beneficial
  • Proven track record in improving processes
  • Must be approachable and work well in a team
  • Ensure accuracy and adherence to timescales in all tasks
  • Appetite to learn and willing to take on new challenges.
  • Flexibility is essential in terms of the need to complete a variety of tasks and meet the different needs of the BDMs
  • Well organised, and able to demonstrate the ability to multi-task, prioritise & pay attention to detail
  • Strong interpersonal skills
  • Prior experience of dealing with customers on the telephone

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.

Company: Octopus Investments

Vacancy Type: Full-time · Entry level

Job Location: Clerkenwell, England, United Kingdom

Application Deadline: N/A

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