We’re looking for a Coach Support Executive who cares about getting things right the first time and creating smooth, frustration-free client journeys. This role is perfect for someone who enjoys solving problems, paying attention to detail, and being the go-to person when something in the client or coach journey doesn’t quite work. If you like working across teams, fixing issues properly, and making a real difference behind the scenes in a modern financial planning business, this role is for you.

Our team plays a key role in delivering Octopus Money’s mission. We work together to keep client journeys running smoothly, support coaches and financial planners, and fix issues quickly so clients get a clear and positive experience. We care about doing meaningful work, moving quickly, and learning as we go.

This is a great opportunity for someone who enjoys ownership, problem solving, and working with people. You’ll learn fast, work across the business, and see the impact of your work every day.

About Octopus Money

🐙 We’re on a mission to transform lives by building financial resilience and wealth for everyone 🐙

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.

The role

As a Coach Support Executive, your day will involve:

• Acting as the first point of contact for coach and client escalations, resolving issues through Zendesk and internal channels.
• Managing support tickets from start to finish, investigating problems and owning them through to resolution.
• Explaining financial or system-related issues clearly to clients and coaches, keeping journeys moving.
• Processing cancellations, refunds, and account changes accurately and in line with internal controls.

You’ll work closely with coaches, financial planners, product and technology teams, helping us deliver smooth, reliable client journeys and a better experience for both clients and coaches.

In this role, success will be measured by:

• Issues and escalations being resolved accurately and within agreed timeframes.
• Positive feedback from coaches and clients, with fewer repeat issues or follow-ups.
• Clear identification of recurring problems and useful insights shared with product and tech teams that lead to improvements.

We value people who

Make every conversation matter
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.

Move with urgency and focus
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.

Own it
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 make a real impact.

What we're looking for

• Experience in a client support, operations, or service role within financial services or a regulated environment.
• Strong problem-solving skills, with the ability to investigate issues and see them through to resolution.
• Excellent communication skills, with the ability to explain complex information simply and clearly.
• High attention to detail and a focus on accuracy and doing things right the first time.
• Comfortable working across multiple systems and managing competing priorities.

Nice to have

• Experience using Zendesk or similar ticketing systems.
• Understanding of financial planning concepts (pensions, investments, cashflow, goals).
• Experience working with CRM systems and digital advice platforms.

As we scale, there will be opportunities to take on more responsibility and shape your role — whether that means developing deeper expertise in client journeys and operations, helping build out process improvements and ways of working, or progressing into product, operations, or leadership roles over time.

The interview process
Our interview process typically includes: 

• An intro call with our talent team
• A panel interview with a short task presentation
• A competency-based interview with the hiring manager
• A conversation focused on how you work and what you value

We’ll keep it simple and respectful of your time, and you’ll meet the people you’ll actually work with. Our average process takes around four weeks but we’ll always work around your availability.

What’s in it for you

In return for your contribution we offer a base salary: £30,000 to £40,000 DOE + benefits