Private Client Solicitor at Octopus Legacy | GB | Rezi

Private Client Solicitor at Octopus Legacy

Private Client Solicitor

Octopus Legacy · GB

2 weeks ago

Private Client Solicitor

Octopus Legacy · GB

17 days ago
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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.