Executive & Team Lead, Octopus Investments
Fields in Trust, Charity Partner
£35k
2 days a week in office (Clerkenwell, London)
Ethical Investments
Posted today
Ethical Investments
501-1000 employees
Posted today
£35k
2 days a week in office (Clerkenwell, London)
501-1000 employees
Company mission
Octopus Group is a B Corp whose mission is to invest in the people, ideas and industries that will help change the world.
Role
Who you are
- Strong background in executive support, office management, or operations
- Excellent diary and meeting management in fast‑paced, hybrid environments
- Demonstrated efficiency — able to juggle multiple moving parts and deadlines
- Willingness to take ownership and be responsible for set tasks, activities
- End‑to‑end meeting coordination, including papers, minutes, and action tracking
- Confident in engaging and supporting teams
- Managing office processes, including onboarding
- Skilled in Customer Relationship Management or similar systems, ensuring accurate organisational data
- Able to produce clear, concise reports that support decision‑making
- High proficiency with core office software and digital tools
- Able to think ahead, spot issues and anticipate what’s needed
- Experience working in busy, small, personable organisations with multiple stakeholders (e.g., trustees, office management companies)
What the job involves
- This exciting opportunity places you at the centre of the charity’s day‑to‑day operations, helping to bring clarity, structure, and consistency . You’ll help create a smooth, professional environment where teams can do their best work
- The role’s core purpose is to enable confident, efficient organisational operations by providing high‑quality executive support to the CEO and Senior Leadership Team, overseeing daily team and office functions, and ensuring strong information flow across the charity
- This position reports directly to the CEO
- Executive & Leadership Support:
- Provide proactive support to enable clear decision-making
- Manage complex diaries and schedules with awareness of priorities
- Coordinate meetings, prepare materials, capture minutes, track actions and anticipate requirements
- Act as a trusted coordinator for the Senior Leadership Team and Board
- People, Office & Organisational Operations:
- Lead people processes to support a positive, consistent culture
- Oversee onboarding to ensure new starters feel welcomed and prepared
- Maintain a professional, welcoming office environment
- Define and continuously improve core operational processes
- Information Flow & Systems Ownership:
- Manage the organisation’s Customer Relationship Management system (Donorfy), ensuring accurate and consistent use
- Track actions and key information to support timely collaboration
- Produce reports and summaries to support planning and decisions
- Take a lead role in sharing general organisational information on a regular basis toto maintain alignment
Salary benchmarks
Our take
Octopus is a group of companies investing in innovative ideas from various industries. The Octopus Group incorporates Octopus Energy, Octopus Real Estate, Octopus Investments, Octopus Ventures and Octopus Labs.
Across its financial services business, the company cares as much about the impact its investments have as it does about the returns it generates for its investors.
Since its inception, the company has grown significantly and has more than 3 million domestic customers and now actively operates in 18 countries.
Steph
Company Specialist at Welcome to the Jungle
Meet the team
10 people
Jessica Bourdon-Pierre, Portfolio Manager
Insights
Company
Company benefits
- Critical Illness Cover & Death In Service
- Health Insurance
- Pension Plan
- Performance Bonus
- Share Incentive Plan
- Hybrid Working (3 days in the office, 2 days remote)
- Childcare Vouchers
- Sick pay
- 'Take what you need' Annual leave
- £3000 Bike to Work Scheme
- Employee Discount Portal
- Professional Development & Training
- Monthly 'Drink Up'
- The Greatest Christmas Party Ever
Company values
- Be Helpful: We like people who behave like it’s always day one and who remember that without our customers there is no business.
- Be Straightforward: We like people who have opinions and who express them in a way that’s respectful and easy to understand
- Be Bold: We like people who make decisions quickly and who are OK changing their mind if it turns out there’s a better way of doing things
Company HQ
Holborn, London, UK
Articles
Leadership
Simon Rogerson
(Co-Founder & CEO)Previously worked at Octopus Investments for 20 years, first as Chief Executive and co-founder for 19 years and then as Executive Chairman for 1 year.
Chris Hulatt
(Co-Founder)Previously Investment Manager at Mercury Asset Management for 2 years and Non Executive Director at ClearlySo for 4 years.
Diversity, Equity & Inclusion at Octopus Investments
Daniel Chapman-Harris (Head of Learning & Development, Head of D&I Steering Group)
- 50/50 gender split across all senior leadership roles (currently 47% female / 53% male)
- 15% of managerial roles and above will be held by people from an ethnic background (Currently 8%)
- We partner with Black Young Professionals network, Investment 2020, Work180, Women in Finance, 10,000 Black Interns and more to promote D&I at Octopus and in the Investments industry
- We host events aimed at women in the financial services industry and how we can attract & support people in this space
- We host internal D&I events on how to support ethnic backgrounds in the workplace, Neurodiversity and more!
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