Company Description

Octopus Investments is part of the Octopus Group, founded in 2000 with a mission to transform financial services for the better. Today, we manage over £10.5bn for more than 63,000 investors and employ 650+ people across the UK, Spain and Australia.

We focus on sectors that make a real difference, because we believe business can and should be a force for positive change. We’re also a certified B Corp, reflecting our commitment to high standards of social and environmental impact, transparency and accountability.

Our culture is built around three values:

Be Bold – act with courage and embrace innovation
Be Helpful – put customers and colleagues first
Be Straightforward – communicate clearly and act with integrity

Job Description

The role

We’re looking for an experienced, commercial and purpose driven Chief Financial Officer to join our Executive Committee and lead the finance function at Octopus Investments.

This is a pivotal leadership role, responsible for ensuring the business is financially resilient, well informed and set up for long term, sustainable growth. You’ll work closely with the CEO and ExCo, shaping strategy, driving performance and acting as a trusted advisor across the organisation.

Your remit will span core finance operations, fund finance, FP&A, corporate development, procurement and facilities, with leadership responsibility for high performing, multi-disciplinary teams. You’ll also have oversight of growth initiatives across the Group, collaborating with our Founder and the respective CEOs.

What you’ll be doing

Owning and delivering the financial strategy for Octopus Investments, aligned to long term growth, risk and regulatory objectives
Acting as a strategic partner to the CEO and Executive Committee, providing clear, data led insight and challenge
Leading and evolving a modern, scalable finance function that supports high performance, innovation and growth
Building a right sized Corporate Development capability, supporting M&A, partnerships, integration and other strategic growth initiatives across Octopus Investments and the wider Group (excluding OE and Kraken)
Overseeing budgeting, forecasting and performance reporting, ensuring strong financial discipline and transparency
Ensuring robust governance, risk management and compliance across all finance activities, including FCA and fund specific requirements
Driving operational efficiency through transformation, improved controls and cost optimisation
Leading, developing and mentoring senior finance leaders, including Finance Directors across Group businesses
Representing the business with external stakeholders including auditors, regulators and investors

Qualifications

What we’re looking for

Proven experience in a senior finance leadership role (CFO, FD or equivalent) within financial services, asset management or another regulated environment
Strong track record of operating at board or ExCo level and influencing strategic decision making
Deep technical expertise across FP&A, fund finance and financial operations
Experience supporting both organic and inorganic growth, including M&A and strategic initiatives
A collaborative, inclusive leadership style with the ability to build high performing teams
Excellent communication and stakeholder management skills
A genuine passion for purpose led business and building organisations that do good as well as perform well

Why join us

You’ll have the opportunity to shape the financial future of a fast growing, values driven business with real impact. You’ll be part of a senior leadership team that’s ambitious, collaborative and committed to doing things differently.

We offer a hybrid working model, competitive reward and the chance to play a key role in one of the UK’s most innovative investment businesses.

Closing date: Wednesday 18th February 18:00

Additional Information

What we offer

A competitive salary, bonus, pension and share incentive plan
✈️ Untracked holiday
Hybrid working – most of our people spend 3 days a week in the office

Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP & more

Up to 6 months paid parental leave regardless of gender
❤️ 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 our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.

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