Operations Manager

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We're looking for an Operations Manager to help us deliver a world class service at scale.

This is an ideal role for someone looking for their next big challenge - someone who loves solving operational problems, streamlining systems and making things work better at pace. If you're hands-on, detail-oriented, love learning and are motivated by impact, you'll thrive helping shape how financial coaching is delivered at scale.

About Octopus Money

At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.

The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.

There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!

With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.

We believe everyone deserves personal, 1-to-1 advice with their money.

The role and opportunity

As the manager of our Coaching Operations squad, you’ll lead on both the strategic and tactical sides of operations. That means working closely with senior stakeholders (like our Head of Coaching and Head of Client Delivery) to define a clear roadmap of operational improvements — and then rolling up your sleeves to deliver against it.

You'll lead a small but impactful squad of two, managing one analyst while staying hands-on yourself, driving both strategy and day-to-day delivery. Whether it's building automations, testing new processes, building reports or refining tools we already use — you’ll be central to helping us scale coaching efficiently and effectively.

Day to day you will be:

Developing and delivering against a coaching operations improvement roadmap aligned to business goals
Delivering hands-on operational work across onboarding, payments, referrals and internal processes
Building reports for senior stakeholders using SQL, as well as spotting trends and gaining insights to action yourself. We currently use Metabase and QuickSight as our reporting tools.
Coaching and line management of the Coaching operations analyst in your squad
Responding to day-to-day operational issues and working to eliminate the root causes
Leading process improvement and automation projects across the coaching team using no-code tools (e.g. Airtable, Zapier)
Embedding and exploring AI tools to streamline workflows across the ops and coaching teams
Collaborating with stakeholders across coaching, product, tech, finance and customer to make sure the change you are implementing is aligned with other business initiatives

About You

A genuine desire to help people

We are a mission-driven business, so it’s important that you can demonstrate a strong desire to help people and improve their lives.

Collaborative and a great team player

We’ve built a great team of top performers, and you’ll need to work with others from across the business to identify problems, agree solutions and implement changes

Problem solver at heart with an analytical mindset

You should be someone who gets excited by complex problems and can find creative ways to solve them no matter what your level of knowledge and experience with the subject matter. You should be able to digest complexity and develop a plan to move forward, without losing sight of the important details.

Goal driven and not afraid to get stuck in

We like to set ambitious goals and find creative ways to hit them, even if that means rolling up our sleeves and doing manual tasks before we’ve managed to fully automate them. You should have a bias towards action and getting things done.

Highly organised, with great attention to details

You should love to dive into the details and make sure nothing falls through the cracks. When you say you’ll do something it gets done with urgency and focus, and you’re quick to ask for help when needed.

Why this role?

Tangible impact: You’ll help shape how we deliver coaching at scale, improving speed, quality and cost-efficiency
True ownership: Own both the strategic direction and day-to-day delivery of operational excellence
Fast-moving environment: Be part of a team that prototypes, tests and scales at pace
Room to grow: As we scale, there’s potential to grow into broader ops leadership or deeper subject matter expertise
Mission-led work: Join a team committed to making life-changing financial advice accessible to all

Knowledge and experience required:

5+ years in a start up/scale up operations role, with at least 2 years in a management position
Demonstrated experience driving efficiency across a function/functions
Experience juggling and prioritising tactical delivery, alongside an improvement roadmap
Comfortable using no-code tools like Zapier, Airtable, or equivalent
Strong SQL skills – you’re confident writing your own queries to explore data, identify inefficiencies, and track impact (we use Metabase)
Able to rapidly upskill on new systems or tools
Experience working cross functionally to build the best solutions for the business

Nice to have:

Experience in financial services or regulated environments
Experience with tools in our stack (Notion, Zendesk, Slack, G Suite, Customer.io, Airtable, Metabase)

In return for your contribution we offer a base salary of £50,000 - 75,000 DOE + benefits

Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer.

About Octopus Group

Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet’s future – are failing. And we want that to change. We want everything we do, whether that’s in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business - Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.

Perks & Benefits

Make a difference

We're on a mission to help millions of people improve their finances. Seeing the impact we can make on our client's lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor.

Flexible working

We currently operate a hybrid model which is a mix of office and remote. You'll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn.

Work from anywhere

We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. Due to regulations this does not apply to individuals that give regulated financial advice.

Join a great team

We're a diverse team with decades of experience in financial services and a proven track record. We believe in treating everyone with transparency and respect.

Rapidly grow your career

We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles.

Share incentive plan and team bonus

Being part of Octopus we benefit from the group share incentive plan which means we can buy shares via salary sacrifice. For those who are not commission based we offer a team bonus of up to 10% provided we meet our team goals. The % allocation is determined on the basis of our collective performance.

Pension, enhanced parental leave, private medical insurance & other benefits

As an Octopus Money employee you'll get access to a company pension, enhanced parental leave (after 15 months), PMI, day off for your birthday and other benefits to make sure you're healthy and happy, now and in the future!

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We believe in equal financial education for everybody, no matter their background. We pride ourselves on building an inclusive working environment where diversity is celebrated.

We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other protected characteristic.

Seniority level

Seniority level
Mid-Senior level

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Full-time

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Management and Manufacturing

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Location:: London, England, United Kingdom
Salary:: £80,000 - £100,000
Job Type:: FullTime
Category:: Management & Operations

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