Jobs at Octopus Legacy

Build and lead the legal client accounts and compliance function, managing client money, SRA Accounts Rules compliance, reconciliations, payments, audits, breach reporting, disbursement ledgers, and Accountant’s Report preparation. Lead the migration to Actionstep from Proclaim, embed finance controls into workflows, support fee earners, and act as the finance subject matter expert for the new case management platform.

Lead and develop a team of 8–10 Probate Case Managers, overseeing case allocation, file quality, regulatory compliance, complaints, KPIs, client escalations, recruitment, and training. The role requires supervising probate and estate administration work, supporting bereaved families, improving processes with Product, Operations, and Technology teams, and reporting performance to senior leadership. This is a London-based hybrid leadership position with three office days per week.

Own and improve operational processes across Compliance, Fulfilment, and Drafting. Build automations and AI-assisted workflows, create accurate dashboards and reporting, roll out process changes through training and adoption checks, manage document storage and fulfilment partners, and maintain clear SOPs. The role requires strong attention to detail, spreadsheet skills, systems thinking, clear writing, and end-to-end ownership in a regulated, high-consequence environment.

Own the end-to-end customer experience for an estate planning business, leading Customer and Bookings teams and managers. Set customer strategy, improve conversion, satisfaction, retention, response times, and cost to serve. Build scalable processes, reporting, and tooling while partnering with Sales, Legal, Marketing, Product, and Operations. Balance commercial performance with compassionate support for grieving and vulnerable customers.

Draft and review wills, LPAs, and estate planning documents based on client instructions. Ensure accuracy, clarity, legal compliance, confidentiality, and data security while supporting clients through sensitive planning processes. Provide administrative assistance, collaborate with legal and estate planning teams, and develop expertise in will-writing regulations, inheritance law, and private client services through training and mentorship.

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.

Own Octopus Legacy’s pre-registration organic growth engine across brand, content, PR, partnerships, influencers, events, and campaigns. Develop and optimize creative across SEO, social, advertising, websites, and landing pages; analyze performance and improve lead volume, CPA, and registration rates. Manage campaigns end to end, build company and founder visibility, secure media and podcast opportunities, write award submissions, and develop strategic partnerships. This is a hands-on role requiring strong copywriting, creative judgment, data confidence, and rapid execution.

Build and optimize post-registration and post-purchase lifecycle journeys across email, SMS, and direct mail. Responsibilities include customer segmentation, milestone-triggered communications, experimentation, predictive modeling, retention and referral optimization, and improving customer lifetime value. The role collaborates with product, sales, and design while independently executing campaigns and measuring conversion, retention, satisfaction, and referral performance.

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.

Conduct consultative video-call consultations, identify client needs, recommend services, manage pipeline and records, coordinate with internal teams, and deliver aftercare to build strong client relationships in a target-driven environment.

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

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 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.

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.

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.

Manage a varied probate caseload including grant-only and estate administration, act as key client contact, support wills, trusts and IHT work, develop scalable legal processes, collaborate cross-functionally, and contribute to ad hoc projects in a fast-growing, tech-enabled legal team.

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.