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About the Role
As a Graduate Compliance Associate, you will play a key role in preparing clear, legally sound estate planning documents, ensuring accuracy, compliance, and quality. You will learn about estate planning while supporting clients through a complex process, joining a forward-thinking team driving innovation in estate planning. This is an excellent opportunity for a recent graduate to build a legal career with full training, mentorship, and scope for growth.
Responsibilities
- Support the review of wills, LPAs, and estate planning documents to ensure they are legally binding and reflect the client's wishes.
- Assist with registering documents with the Office of the Public Guardian and respond to client queries with guidance from senior colleagues.
- Work closely with legal teams to learn how complex estate planning needs are managed.
- Build knowledge of will-writing regulations, inheritance laws, and industry best practices.
- Maintain strict confidentiality and data security when handling client information.
- Help carry out compliance checks on customer returns, contributing to a full audit trail.
- Provide administrative support across will drafting and estate planning services.
Requirements
- A recent graduate, ideally with a degree in Law or a related discipline (essential).
- A genuine interest in estate planning, private client work, or building a career in legal services.
- Strong attention to detail and accuracy, with a commitment to producing high-quality work.
- A collaborative approach and willingness to learn from legal professionals and estate planning colleagues.
- Excellent communication skills, with the ability to explain information clearly and empathetically.
Location
- London Bridge
Work Type
- Hybrid working
- Work from anywhere in the world for up to 4 weeks per year
Experience Level
- Graduate
Education Level
- Degree in Law or a related discipline
Benefits
- Octopus share incentive scheme.
- Hybrid working (London Bridge).
- Flexible holiday + extra day off for your Birthday.
- Work from anywhere in the world 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 and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
- Octopus Giving: we match any charitable fundraising that you do up to £500.
- Octopus Springboard: where we help our employees become fully-fledged entrepreneurs.
- Dog friendly office.
- Breakfast every day, 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 are on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death.
- Octopus Legacy is the place to plan for death and find support after loss.
- We take cold processes like wills, life insurance and funerals and turn them into something more human.
- We aim to make a world where people talk openly about death, and work out the real meaning of legacy.
- Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it.
Equal Opportunity
- Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.