Octopus Legacy
Private Client Solicitor
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The Company
We’re Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK’s most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission.
We’re 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.
But we can’t do it alone, and that’s why we’re assembling a team of top performers to build with us.
Ready to be part of something big?
The Role
We’re on a mission to revolutionise Probate and Estate Planning by building a more human, tech-enabled legal experience - and we’re looking for a hands-on, passionate Private Client Solicitor to join us on the journey.
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. You’ll be an early member of our legal team, developing new processes and driving them forward, and looking to upend the status quo. If you enjoy a challenge and are looking for something new and different, we’d love you to join our team!
Key Responsibilities:
- Work cross-functionally between Octopus Legacy and our subsidiary Octopus Legal Services.
- Manage your own portfolio of probate matters - starting with grant-only and simple admin cases, and quickly developing into more complex work, with ongoing support and supervision.
- Be a key client contact from the start, running first calls and building trust throughout the process with clear, empathetic communication.
- Learn the ins and outs of IHT and develop your technical skillset as you progress.
- Support estate planning work, including complex wills and the opportunity to work with trusts, where interests align.
- Help us build and refine scalable legal processes - contributing to templates, resources, and the evolution of how we do things.
- Collaborate across the wider Octopus Legacy and Octopus Legal Services teams, sharing insights and working together to provide a seamless client journey.
- Be open to ad hoc projects and responsibilities that come with being part of a fast-moving, high-growth team.
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Who Are You?
- A newly qualified solicitor with Private Client experience - ideally gained during your training contract.
- Comfortable managing client relationships and happy to get stuck in - from phone calls and drafting to helping improve systems and handling the occasional admin task.
- Organised and proactive, with a calm, confident approach to managing your workload and juggling priorities.
- Capacity to thrive under pressure and effectively manage competing demands
- Excited by the opportunity to help shape a new way of delivering legal services, breaking away from the grind - this is still law, but not as you know it.
- Looking for something different to the traditional firm model - more ownership, more learning, and less red tape.
- Flexibility to adapt to evolving business needs and operational requirements
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Our Mission
When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, and recipes. Shape a legacy that connects you while you're here. And after you're gone.
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. We know the difference a good plan makes, and what it’s like when there isn’t one.
Death can come between us, leave mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen.
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.
We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.
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