Teams at Octopus Legacy

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.