Jobs at Octopus Legacy

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.

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.

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.

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.