Jobs at Octopus Legacy

Design and build calm, accessible interfaces from early concepts through production. Own the component library and design tokens, keep Figma and code aligned, prototype rapidly, and partner across Product and engineering. The role requires strong visual judgment, production React and TypeScript experience, and the ability to explain design decisions clearly. You'll work across customer products, internal tools, and the web presence in a hybrid London environment.

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.

Manage day-to-day legal and compliance matters, including will-preparation information requests, data incidents, data subject rights requests, legal research, staff training, and compliance reporting. The role requires maintaining detailed records, assessing risks, drafting regulatory or individual notifications, responding within statutory deadlines, and escalating complex matters to the Head of Legal.

Executive Assistant serving as the founder’s right hand in a fast-growing company. Responsibilities include managing inbox and calendar priorities, ghostwriting communications, preparing meetings and board materials, tracking commercial follow-ups, coordinating events and offsites, managing suppliers and budgets, supporting payroll and expenses, and maintaining office operations. The role requires strong judgment, commercial awareness, writing ability, discretion, proactive prioritization, and adaptability.

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 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.

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.

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.

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.

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.

Trainee Field Sales Consultants conduct empathetic home and virtual consultations about wills, trusts, and lasting powers of attorney. They explain estate-planning options, document client decisions, maintain accurate records, collaborate with legal teams, support online services, and provide aftercare. The role offers structured training and potential progression into estate planning consulting or qualification as a Private Client Solicitor.

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.