Financial Adviser

Triple Point

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.  There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work  2025 & 2026'. If this sounds like an environment where you would flourish, then read on… The Function & Team  The Strategic Partnerships team is responsible for developing and managing Triple Point’s key distribution relationships with national advice firms, adviser networks, service providers, and other influential organisations across the UK financial services market.  Part of the wider Retail Sales function of approximately 40 colleagues, the team plays a critical role in driving growth across Triple Point's adviser-led investment solutions, including Business Relief, Venture Capital Trusts (VCTs), and Income Service products.  This role sits within a team of four Strategic Partnerships professionals who work collaboratively to strengthen existing relationships, identify new business opportunities, and enhance Triple Point's presence within the adviser community. The team combines strategic account management with business development activity, helping to broaden distribution, deepen partnerships, and support the delivery of sustainable growth across the business.  The Role   * Build and manage relationships with a portfolio of key accounts to become a trusted partner, influencing senior stakeholders across national advice firms, networks, and strategic partners to increase awareness, engagement, and distribution of Triple Point's investment solutions.  * Partner closely with the Business Development team to support activity within key accounts - sharing market intelligence and building their understanding of advice guidance.  * Proactively expand relationships within advice firms through outbound activity, including telephone engagement, email campaigns, LinkedIn networking, and targeted prospecting.  * Deliver impactful training sessions and relationship meetings across virtual, in-person, and event settings, representing Triple Point professionally and building brand awareness across the adviser market.  * Collaborate with Marketing, Retail Strategy and other internal stakeholders to develop innovative content, campaigns, and collateral that enhance adviser engagement and support commercial objectives.  * Gather and communicate market insights, adviser feedback, and industry trends to help inform product development, proposition enhancements, and strategic decision-making.  * Take ownership of individual and team objectives, applying a broad commercial mindset to spot opportunities across the client base, support their progression, and protect existing business; contributing to the continued growth of the Strategic Partnerships function and the Retail Sales business.  Experience   Essential  * Strong knowledge of tax-efficient investment solutions, including Business Relief, Venture Capital Trusts (VCTs), and other adviser-led investment products.   * Ability to confidently engage with Financial Advisers and specialist firms, articulating the benefits, underlying investment strategies, risks, and key mitigants associated with tax-efficient solutions.  * Broad understanding of the UK financial services and intermediary market, including adviser firms, networks, platforms, and distribution channels.  * Demonstrate strong business development and stakeholder engagement skills, able to build credibility and influence at all levels.  * Commercially minded, able to identify opportunities for business growth and deepen strategic partnerships.  * Strong organisational and project management skills, able to manage multiple priorities and stakeholders effectively.  * Experience within financial services business development, strategic partnerships, key account management, or adviser-facing sales roles.  Desirable  * Hold, or be working towards, a relevant professional qualification (e.g. CII, CISI or equivalent)  * Familiarity with CRM systems and data-led account planning.  Personal Qualities:   * Have a proven ability to own & manage your business development plan to build new and enhance existing relationships with relevant firms such as financial advice networks, wealth managers and other adviser-led distributors.  * Be a good networker – identify strategic opportunities to promote Triple Point’s investment solutions; be able to assess the financial & resource costs of these opportunities and prioritise accordingly.  * Be able to share your knowledge internally with colleagues & other stakeholders in a collaborative way to help them achieve business goals.    * Be pro-active & commercially aware, able to demonstrate how you will become a trusted partner and encourage the use of Triple Point solutions.  * Be resilient and adaptable, with the ability to respond positively to changing priorities, market developments, and business needs.  * Have strong analytical skills, able to interpret management information and complex datasets, identify trends, and translate insights into meaningful actions that support business growth.  Why Join us?  * You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.  * Be part of an innovative and growing team  * We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.  At Triple Point, high performance means living our values every day:  * Stay Curious.   * Be Generous.   * Take Thoughtful Action.   * Pull Together.  * Own It.  In line with our values Stay Curious and Take Thoughtful Action every employee has access to AI tools. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgment.    Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.  Apply today for further information! Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company. Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.  STRICTLY NO AGENCIES

Octopus Legacy

The Company Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something.  We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there. The Role This is a senior, high-impact enterprise sales role. You'll own the full cycle from pipeline to close, building and converting strategic partnerships with insurers, banks, adviser networks and financial institutions across the UK.You'll report into the CEO on key deals, and have real influence over how we expand our market share. If you're a high-performing sales professional looking for a genuine opportunity to build something, rather than maintain a territory someone else built, this is it. You'll be selling with the Octopus Group name behind you. One of the UK's most recognised and trusted brands, with over 7 million customers and a reputation that opens doors before you've said a word. We have the product, the backing and the market timing. We need the person who can go and close it. Octopus already has deep relationships with thousands of financial partners across the UK. This role gets to leverage that network to scale our proposition across UK financial services - and beyond. What You'll Do * Map the UK financial services landscape and build a targeted pipeline across insurers, banks, adviser networks and wealth managers - then convert them into long-term partnerships that scale. * Leverage existing relationships across the Octopus Group to open doors faster - then convert them into long-term partnerships that scale * Get us known. People already know Octopus -  this is about showcasing the breadth of services we can offer. Whether that's speaking at industry events, hosting roundtables or simply being visible across UK wealth, insurance and banking circles. * Run deals end-to-end. From the first conversation to a signed contract, you'll navigate complex organisations with multiple stakeholders, align commercial terms, and get ink on paper. * Make the numbers do the talking. Build partner-specific business cases showing how our platform drives wealth retention, improves customer experience and supports Consumer Duty obligations. * Grow senior relationships across the sector. You'll be in rooms with heads of distribution, chief customer officers and board members - the kind of conversations where partnerships are shaped, not just sold. Who You Are * 7+ years selling into UK financial services at an enterprise level. You've closed complex, multi-stakeholder deals with insurers, banks or wealth managers and you have the relationships to show for it. * You know how these organisations work from the inside - the politics, the buying committees, the commercial pressures. You understand what makes a head of distribution say yes. * Naturally curious. You dig into how a partner's business actually runs before you walk in the room. You understand their customers, their pain points and where we fit.  * Direct. With partners, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work. * You don't need managing. You set your own pace, build your own structure and get on with it. * Comfortable without a playbook. You've either built a market before or you've been itching to. * Long sales cycles, shifting stakeholders and incomplete information don't throw you off. You stay focused on the outcome. * You actually care about this. You can explain why bereavement support matters to a room of sceptical executives and make them care too - because we do.  * You understand what it means to sell into FCA-regulated environments, consumer duty, and you take that seriously. Benefits: * Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week.  * Work from anywhere in the world for up to 4 weeks per year. * An extra holiday day for your birthday. * Life insurance, Health insurance, Will & LPAs. * Octopus share incentive scheme. * Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme. * Octopus Giving: we match any charitable fundraising that you do up to £500.  * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs. If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application. We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.

Octopus Legacy

The Company Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something. We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there. THE ROLE We've built a growing network of partners across IFA networks, employers, charities and financial platforms, and it's scaling fast. Now we need someone to make sure those partners are engaged, activated and getting real value from working with us. This isn't a traditional support role. You'll be out meeting partners, building relationships face to face and making sure Octopus Legacy is front of mind. Some of that is picking up the phone. Some of it is visiting firms, running them through the product and showing them how it fits into what they already do. You'll also be one of the closest people we have to the end user, which means your insight directly shapes what we build next. If something isn't working, or a partner is asking for something we don't have yet, that feeds straight back into product and tech. We're at the stage where the people who join now get to define how this function works. You'll be managing a high volume of accounts and that number is only going up. As we scale towards thousands of partners across the network, you'll help build the playbook for what great account management looks like here. WHAT YOU'LL DO * Nurture partner relationships. You're their go-to at Octopus Legacy. Know the network, understand their businesses and be a key point of contact for anything they need. * Drive engagement and adoption. Walk partners through the product, remove blockers and get them using the service properly. * Manage onboarding at volume, making the experience as smooth and low-friction as possible. * Spot opportunities to grow each account. Identify which partners could be doing more with us and build the case for them to expand. * Spot what's not working and feed it back. Your insight into what partners need will directly influence the product roadmap. * Build a system that scales. Today, much of this sits in senior leadership's heads. You'll build the cadence, structure and tooling that lets us manage our partner network properly, and grow it from there. WHO YOU ARE * Experience in account management, customer success or relationship management, ideally with partners, advisers, brokers or intermediaries. * Experience in financial services is a strong plus, but not essential if you can show genuine commercial fluency. * A natural on the phone and in person. You build trust quickly and people enjoy working with you. * Naturally curious. You dig into how a partner's business actually runs. You understand their customers, their pain points and where we fit. * Direct. With partners, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work. * Organised. You can manage a high volume of accounts without things slipping. * Proactive. You don't wait to be told something's wrong. You spot it and act. * You don't need managing. You set your own pace, build your own structure and get on with it. * Comfortable without a playbook. We're building this function from scratch and need someone who's energised by that, not put off. * Genuinely interested in tech and product. You want to understand how the platform works, not just talk about it. * Happy to travel to partner sites. This role has real variety. * You actually care about this. You can talk about death and bereavement without flinching, because you get why it matters. BENEFITS * Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week.  * Work from anywhere in the world for up to 4 weeks per year. * An extra holiday day for your birthday. * Life insurance, Health insurance, Will & LPAs. * Octopus share incentive scheme. * Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme. * Octopus Giving: we match any charitable fundraising that you do up to £500.  * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs. If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application. We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.