Jobs at Octopus Legacy

The Graduate Paralegal - Will Drafter will support the drafting of estate planning documents, ensuring compliance and accuracy while working closely with legal teams. The role involves learning about will-writing and assisting in review processes, maintaining confidentiality, and providing administrative support.

Serve as the first point of contact for bereaved customers, guiding them through probate and estate administration with empathy. Lead consultations, recommend appropriate services, manage the end-to-end customer journey, maintain confidential records, meet sales and satisfaction targets, and collaborate to improve processes.

Seeking a Private Client Solicitor to draft wills, provide IHT guidance, and advise on trusts. Requires 3+ years PQE and strong communication skills.

Lead and launch the founding Customer Success team, design processes and rotas, own team performance and KPIs, coach and develop advisors, hire and scale the team, and collaborate with Product and Tech to shape and launch the CRM and AI-enabled tooling.

Provide commercial and contract support across procurement and partnerships: draft, review and negotiate contracts; manage contract lifecycle; identify and mitigate legal risks; advise stakeholders; maintain contract templates; conduct legal research; and assist legal and compliance functions under the Head of Legal.

Provide bespoke wills, IHT guidance and trust advice; draft and administer trusts and wills; analyse complex family and financial situations; collaborate with advisors; ensure compliance and confidentiality; review and update estate plans; stay current on trust and estate law.

The Independent Financial Adviser will provide holistic financial planning advice, build a client base from warm leads, and maintain strong client relationships in a fast-growing financial services startup.

The Account Executive will drive enterprise sales, build strategic partnerships, engage with clients, and take sales from pipeline to closure. Key responsibilities include mapping channels, managing relationships, and navigating deals while being the face of the brand in the market.

The Account Manager will build and nurture partner relationships, drive engagement and adoption of the product, manage onboarding, and provide insights to influence product development. The role involves defining account management strategies, supporting partnership growth, and interacting directly with partners to enhance their experience.

As a Sales Development Representative, you will make high-volume outbound calls, book meetings, manage CRM data, and support business growth initiatives.

As a Customer Success Specialist, you'll support customers through emotional decisions, guide them on estate planning options, and ensure a seamless customer journey, while hitting targets for satisfaction and conversion.

The Finance Manager will oversee accounting processes, manage financial data integrity, prepare management accounts, and improve financial systems in a fast-scaling business.

Own the full sales cycle from pipeline to close, building partnerships in UK financial services. Engage with high-level executives and create partner-specific business cases to drive growth.

Maintain and improve PHP/Laravel applications and contribute to newer Python projects. Ship full-stack improvements, fix production issues, support security/compliance, and own small-to-medium projects while collaborating with the engineering team and participating in code reviews and sprint ceremonies.