About the Role
We’re on a mission to revolutionise Probate and Estate Planning by building a more human, tech-enabled legal experience. You’ll be joining the legal arm of Octopus Legacy, working at the heart of our Probate service. From day one, you’ll take ownership of a varied caseload, primarily focused on probate and estate administration, with the opportunity to expand into trusts and estate planning as you grow. This is an ideal role for a newly qualified solicitor who trained in Private Client and is looking to break away from traditional law firm life.
Responsibilities
- Work cross-functionally between Octopus Legacy and Octopus Legal Services.
- Manage your own portfolio of probate matters, starting with grant-only and simple admin cases, and developing into more complex work.
- Act as a key client contact, running first calls and building trust through clear, empathetic communication.
- Learn about IHT and develop technical skills.
- Support estate planning work, including complex wills and trusts.
- Help build and refine scalable legal processes, contributing to templates and resources.
- Collaborate across wider teams to provide a seamless client journey.
- Be open to ad hoc projects and responsibilities in a fast-moving team.
Requirements
- A newly qualified solicitor with Private Client experience, ideally gained during your training contract.
- Comfortable managing client relationships.
- Proactive and organised with a calm, confident approach to workload management.
- Capacity to thrive under pressure and manage competing demands.
- Excited by the opportunity to shape a new way of delivering legal services.
- Seeking an alternative to the traditional firm model with more ownership and learning.
- Flexible to adapt to evolving business needs.
Skills
- Probate and estate administration
- Trusts and estate planning
- Client relationship management
- Communication
- Interpersonal skills
- Adaptability
Location
- London Bridge
Work Type
- Hybrid
- Full-time
Experience Level
- Newly Qualified
Education Level
- Solicitor qualification
Benefits
- Octopus share incentive scheme
- Hybrid working
- Flexible holiday
- Extra day off for Birthday
- Work from anywhere for up to 4 weeks per year
- Vitality Health & Life Insurance
- Pension scheme
- Enhanced parental leave
- Free Will & LPAs
- Discounts on other Octopus services
- Cycle to Work Scheme
- Electric Vehicle (EV) Salary Sacrifice Scheme
- Octopus Giving: matching charitable fundraising up to £500
- Octopus Springboard: support for entrepreneurial employees
- Dog friendly office
- Breakfast, snacks, and wellness activities
About the Company
- Octopus Legacy is one of the fastest growing tech companies in the country, part of the UK’s most exciting and best-trusted group.
- We have a mission to scale, become a household name, and transform a long-established industry by helping customers prepare for and find support after death.
- Founded by Sam after his mum died suddenly, we are a group of people who work in death because we have been affected by it.
- We see a world where people talk openly about death and work out the real meaning of legacy.
- We take cold processes related to death and turn them into something more human, allowing people to share more than money, like voice notes, music, and recipes.
Equal Opportunity
- Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.
