Joe Payne

Business Development Manager (External) at Octopus Investments
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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Credentials

  • (R04) Pensions and Retirement Planning
    Chartered Insurance Institute
    Apr, 2023
    - Nov, 2024
  • (RO3) Personal Taxation
    Chartered Insurance Institute
    Dec, 2022
    - Nov, 2024
  • (RO2) Investment Principals & Risk
    Chartered Insurance Institute
    Apr, 2021
    - Nov, 2024
  • (R01) Financial Services, Regulation & Ethics
    Chartered Insurance Institute
    Mar, 2021
    - Nov, 2024
  • (RO5) Financial Protection
    Chartered Insurance Institute
    Feb, 2021
    - Nov, 2024
  • Investment Management Certificate (IMC)
    CFA UK
    Nov, 2018
    - Nov, 2024

Experience

  • Octopus Investments
    • United Kingdom
    • Financial Services
    • 200 - 300 Employee
    • Business Development Manager (External)
      • Jul 2017 - Present

      Octopus is one of the UK's leading providers of Inheritance Tax (IHT) solutions, Venture Capital trusts (VCT), Enterprise Investment Schemes (EIS) and Multi Manager funds. I am responsible for developing relationships with Financial Intermediaries, understanding their clients' investment objectives and providing planning ideas to ensure they are met. I balance my time between running face to face meetings, presentations, client meetings, webinars and events. Octopus is one of the UK's leading providers of Inheritance Tax (IHT) solutions, Venture Capital trusts (VCT), Enterprise Investment Schemes (EIS) and Multi Manager funds. I am responsible for developing relationships with Financial Intermediaries, understanding their clients' investment objectives and providing planning ideas to ensure they are met. I balance my time between running face to face meetings, presentations, client meetings, webinars and events.

  • Close Brothers
    • Financial Services
    • 700 & Above Employee
    • Area Sales Manager
      • Sep 2015 - Jul 2017

      Close Brothers is a leading UK merchant banking group with 2,700 employees, principally in the UK, are listed on the London Stock Exchange and are a member of the FTSE 250. I worked in Close Brothers Aviation and Marine, an experienced and respected provider of flexible finance for: - Private Helicopters & Planes - Superyachts & Leisure Marine - Commercial Aviation & Marine Close Brothers is a leading UK merchant banking group with 2,700 employees, principally in the UK, are listed on the London Stock Exchange and are a member of the FTSE 250. I worked in Close Brothers Aviation and Marine, an experienced and respected provider of flexible finance for: - Private Helicopters & Planes - Superyachts & Leisure Marine - Commercial Aviation & Marine

Education

  • QEH Bristol
  • University of Leeds
    Law & Management - Bachelor of Laws (LLB), Law

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