City of London, England, United Kingdom · Hybrid
$40k–$45k/yr
Our team plays a key role in delivering Octopus Money’s mission. We work together to transform the lives of the clients we speak to by helping them plan for their financial future. We care about doing meaningful work, mo…
Skills: Financial planning, Client relationship management, Financial guidance, Investment knowledge, Pension planning
City of London, England, United Kingdom · On-site
Posting Description As a Senior Onboarding Specialist, you will manage the end-to-end implementation of Institutional and Strategic Client mandates. You will successfully collaborate across our global business to support…
Skills: Project management, Client onboarding, Asset management, Stakeholder management, Financial products
City of London, England, United Kingdom · On-site
At The University of Law, our students are at the heart of everything we do. We’re now looking for a Senior Campus Hub Officer to join our Student Enquiries & Campus Services team in our London Moorgate Campus and play a…
Skills: Customer service, Frontline support, CRM systems, Event coordination, Communication skills
City of London, England, United Kingdom · On-site
Company Description Searcys are looking for Hospitality Assistant to join the team at Stationer's Hall. Stationers' Hall is a Grade I listed building, close to St Paul's Cathedral. It is one of the few ancient Livery Hal…
Skills: Food and beverage service, Event setup, Product knowledge, Communication skills, Time management
City of London, England, United Kingdom · On-site
BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist exper…
Skills: Client relationship management, Business development, Sales support, Intermediary distribution, Asset management
Addlestone, England, United Kingdom · Hybrid
Purpose of the job: The role holder will be responsible for monitoring the delivery of our review service to all relevant clients. The role will include monthly reporting of clients due for review, checking that the rele…
Skills: Compliance monitoring, Reporting, Document verification, Record keeping, Data management
City of London, England, United Kingdom · On-site
Company Description Join us at Greene King pubs, where we have always been the beacon for communities, wherever people want to come together. Our collection of community pubs are the heart and soul of the local area arou…
Skills: Customer service, Bar service, Food service, Communication, Attention to detail
City of London, England, United Kingdom · On-site
Company Description Title: Retail & Cafe Bar Manager Location: London Salary: Up to £41,200 Benefits: 28 Days holiday including bank holidaysPlus your birthday off3 volunteering days3 days grandparent leave24 weeks enhan…
Skills: Team leadership, Hospitality management, Customer service, Budgeting, Financial management
City of London, England, United Kingdom · Hybrid
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, al…
Skills: Account management, Sales, Revenue growth, Cross selling, Up selling
City of London, England, United Kingdom · On-site
Company Details Experience in insurance, with strong knowledge of the London Market and specific exposure to Construction Professional Liability claims. - Proficiency in Microsoft Office applications and an understanding…
Skills: Claims adjusting, London Market knowledge, Construction Professional Liability, ECF, Microsoft Office
City of London, England, United Kingdom · On-site
Barista Full time 35 hours per week Pret here! We’re proud makers of delicious food, organic coffee and big ideas across 750+ shops in 20+ countries. Whether you’re making our customers’ days with the perfect latte or le…
Skills: Customer service, Coffee brewing, Teamwork, Communication, Time management
B&QCity of London, England, United Kingdom · On-site
Overview Shift Lead Full time - 36.75 Hours per week Permanent Contract Full-time equivalent £29,429.40 per annum (Inclusive of a £0.90 per hour, store specific location allowance) + Pension + 6.6 Weeks Holiday B&Q West …
Skills: Customer service, Team leadership, Operations management, Safety compliance, Decision making
City of London, England, United Kingdom · On-site
Purpose of the Role The main purpose of this role is to provide night-time concierge cover for absences across the Residential Concierge Department, including pre-booked annual leave, emergency sickness, vacancies, train…
Skills: Concierge services, Customer service, Security awareness, Communication, Interpersonal skills
City of London, England, United Kingdom · On-site
Company Description Title: Employee Dining Manager Location: London Salary: Up to £41,200 Benefits: 28 Days holiday including bank holidaysPlus your birthday off3 volunteering days3 days grandparent leave24 weeks enhance…
Skills: Hospitality management, Team leadership, Budgeting, Financial performance, Customer service
Unity GroupCity of London, England, United Kingdom · On-site
Job Purpose We are looking for a professional Part-Time Receptionist to join our small, friendly team in beautiful offices near Holborn tube station. As the first point of contact for our organization, you will play a ke…
Skills: Receptionist, Customer service, Communication, Interpersonal skills, Microsoft Office
City of London, England, United Kingdom · On-site
If you love beauty, you’re in the right place. As the ultimate curator of over 100 of the most in-demand, highly innovative and boundary-pushing beauty brands, we are the go-to destination for worldwide beauty discovery.…
Skills: Retail operations, Stock control, Stock loss prevention, KPI management, Team training
City of London, England, United Kingdom · On-site
$15/hr–$17/hr
£15 -£17 per hour Job description Are you a seasoned waiter with a passion for exceptional service and a love for fine wines? Humble Grape, an award-winning wine bar and restaurant located in the heart of Clapham Junctio…
Skills: Table service, Wine knowledge, Upselling, Customer service, Communication
City of London, England, United Kingdom · Hybrid
Claims Manager, Energy - UK & Lloyd's London, UK At AXA XL our Claims team sets us apart. Our experienced Claims professionals use their specialised expertise to handle even the most complex claims seamlessly. How do you…
Skills: Claims management, Energy insurance, Lloyd's market regulations, Team leadership, Technical coaching
City of London, England, United Kingdom · Hybrid
$32k–$42k/yr
Location: London-based Contract Type: Full-time Working Pattern: Regular weekend and occasional evening work required Function: Client Service / Student Success / Education Operations Total Compensation：Salary £32,000–£4…
Skills: Mandarin, English, Client relationship management, Customer service, Communication
City of London, England, United Kingdom · Hybrid
$29k–$32k/yr
We are looking for someone who is keen to learn, enthusiastic with strong communication and prioritisation skills with the ability to respond calmly under pressure to join our team for a 6 Month Fixed Term Contract. A ty…
Skills: Customer service, IT support, Active Directory, RSA Admin console, Microsoft Exchange
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You will work with clients to build and implement tailored financial plans while coordinating with internal stakeholders to identify opportunities and improve service efficiency. The role involves delivering personalized financial guidance and using data-driven insights to enhance the overall customer experience.
Candidates must have at least 2 years of experience in a client-facing financial services role such as a mortgage adviser, personal banker, or financial coach. A solid understanding of personal finance, including investments, pensions, and mortgages, is required alongside strong communication and problem-solving skills.
Our team plays a key role in delivering Octopus Money’s mission. We work together to transform the lives of the clients we speak to by helping them plan for their financial future. We care about doing meaningful work, moving quickly and learning as we go.
We’re looking for an Associate Financial Planner to help us produce a world class experience for clients. This role has potential for progression into either leadership/management as a Head Coach or a track to become a Financial Adviser.
This role will be a hybrid of working in our office in London and remote.
About Octopus Money
🐙 We’re on a mission to transform millsion of lives by building financial resilience and wealth for everyone 🐙
Money shapes every part of life. Yet most people never get the support they need:
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.
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.
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.
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.
Good technical knowledge
You don’t need to be a qualified financial adviser but a base level of knowledge within personal finance (pensions, investments, mortgages) is a must!
Our interview process typically includes:
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.
In return for your contribution we offer a base salary of £40,000 - £45,000 DOE + benefits
We want people to grow here, to feel supported and to feel proud of the impact they make!
You’ll get:
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.
We believe in equal financial education for everybody, no matter their background. The same goes for opportunities within our team. 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, or disability status.
If you require support completing your application please contact [email protected].
Helping people with personal, 1-to-1 financial planning.
Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust. Money shapes every part of life. Yet most people never get the support they need: * Half of Brits reach retirement without enough to live the life they want. * Money stress drives poor mental health. * Only 8% of people have access to proper 1-to-1 advice. There’s endless information out there. Most people still just want someone they trust to tell them what to do next. That is where we come in. We bring expert financial planning into the workplace so employees can make better decisions with their money. Every employee gets a clear plan, a real expert to talk to and simple tools to take action. Employers use us to cut money-related stress, support people at every life stage and offer a benefit that genuinely improves lives. The result is a workforce that feels more secure, more motivated and more loyal.
Offices: 33 Holborn, London, England, GB
There are currently 323 open customer service & support positions in City of London, United Kingdom listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include BaxterStorey, Pret A Manger, AXA, Greene King Brewery, Sainsbury's, among others. Browse the listings above to see every active employer.
Yes — 141 of the 323 open customer service & support positions offer remote or hybrid work (14 remote, 127 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
