Jobs at Octopus Legacy

Support probate case managers by handling inbound/outbound calls, preparing correspondence and legal forms, maintaining accurate confidential records, producing documents, managing diaries, and helping cases run smoothly while providing compassionate, clear support to bereaved customers.

Provide high-level administrative support to the Founder: manage calendar and emails, handle payroll/invoices/expenses, organise events and office operations, lead culture and team-building activities, and execute ad hoc projects in a fast-paced startup environment.

Implement and run operational systems for Customer and Bookings teams: build tracking, dashboards and reporting; optimise processes to improve efficiency, productivity and KPIs; partner with frontline and leadership to drive commercial and customer-experience outcomes.

Lead end-to-end recruitment for high-volume and high-impact roles, partner with hiring managers, proactively source candidates, embed AI and automation across the hiring funnel, maintain ATS data (Greenhouse), coach hiring managers on structured interviewing, report on hiring metrics, support onboarding, and represent employer brand at events.

Own day-to-day IT operations including user support, onboarding/offboarding, device and account provisioning, Google Workspace administration, Apple device management via MDM, security and compliance, vendor management, documentation, automation (including AI tools), and building self-service IT tooling.

Support preparation and review of wills, LPAs and estate planning documents; assist with registrations, client queries, compliance checks and administrative tasks while learning estate planning, regulations and best practices under senior legal mentorship.

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.

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.

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 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.

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

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

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.

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.

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.

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 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.