The Company

Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something.

We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there.

The Role

We've built a growing network of partners across IFA networks, employers, charities and financial platforms, and it's scaling fast. Now we need someone to make sure those partners are engaged, activated and getting real value from working with us.

This isn't a traditional support role. You'll be out meeting partners, building relationships face to face and making sure Octopus Legacy is front of mind. Some of that is picking up the phone. Some of it is visiting firms, running them through the product and showing them how it fits into what they already do. You'll also be one of the closest people we have to the end user, which means your insight directly shapes what we build next. If something isn't working, or a partner is asking for something we don't have yet, that feeds straight back into product and tech.

We're at the stage where the people who join now get to define how this function works. You'll be managing a high volume of accounts and that number is only going up. As we scale towards thousands of partners across the network, you'll help build the playbook for what great account management looks like here.

What You'll Do

• Nurture partner relationships. You're their go-to at Octopus Legacy. Know the network, understand their businesses and be a key point of contact for anything they need.
• Drive engagement and adoption. Walk partners through the product, remove blockers and get them using the service properly.
• Manage onboarding at volume, making the experience as smooth and low-friction as possible.
• Spot opportunities to grow each account. Identify which partners could be doing more with us and build the case for them to expand.
• Spot what's not working and feed it back. Your insight into what partners need will directly influence the product roadmap.
• Build a system that scales. Today, much of this sits in senior leadership's heads. You'll build the cadence, structure and tooling that lets us manage our partner network properly, and grow it from there.

Who You Are

• Experience in account management, customer success or relationship management, ideally with partners, advisers, brokers or intermediaries.
• Experience in financial services is a strong plus, but not essential if you can show genuine commercial fluency.
• A natural on the phone and in person. You build trust quickly and people enjoy working with you.
• Naturally curious. You dig into how a partner's business actually runs. You understand their customers, their pain points and where we fit.
• Direct. With partners, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work.
• Organised. You can manage a high volume of accounts without things slipping.
• Proactive. You don't wait to be told something's wrong. You spot it and act.
• You don't need managing. You set your own pace, build your own structure and get on with it.
• Comfortable without a playbook. We're building this function from scratch and need someone who's energised by that, not put off.
• Genuinely interested in tech and product. You want to understand how the platform works, not just talk about it.
• Happy to travel to partner sites. This role has real variety.
• You actually care about this. You can talk about death and bereavement without flinching, because you get why it matters.

Benefits

• Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week. 
• Work from anywhere in the world for up to 4 weeks per year.
• An extra holiday day for your birthday.
• Life insurance, Health insurance, Will & LPAs.
• Octopus share incentive scheme.
• 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.

If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application.

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.

The Company

Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something.

We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there.

The Role

We’re growing a high-impact enterprise sales engine. You'll own the full cycle from pipeline to close, building and converting strategic partnerships within your distribution channel. Some are brand new channels - with real opportunity to shape the product and go-to-market strategy. Others are established channels, with the focus being depth and scale. If you have an interest in a particular space, let us know! 

You’ll work closely with the CEO and Head of New Business, and have genuine influence over how we grow our market share and help our prospective partners reimagine how they plan for death. You'll own the deal from start to finish - you'll need the outbound hunger to go and find opportunities, and the relationship tact and commercial polish to close. The balance of those two things will depend on your channel — we're hiring across both ends of that spectrum.

You'll be selling with the Octopus Group name behind you. One of the UK's most recognised and trusted brands, with over 7 million customers and a reputation that opens doors before you've said a word. We have the product, the backing and the market timing. We need the person who can go and close it. Octopus already has deep relationships with thousands of financial partners, employers and charities across the UK. This role gets to leverage that network to scale our proposition. 

Few sales roles give you this combination: a brand that opens doors, a product people genuinely care about, enough white space to make the role your own, and a clear path into a senior commercial role as we scale. If you want to build, not inherit, this is it.

What You'll Do

• Leverage existing relationships across the Octopus Group to open doors faster.
• Map your channel and build a targeted pipeline. Whether that's employer networks, IFA platforms, charities or financial institutions, you'll identify the right partners and convert them into long-term relationships that scale.
• Get us known. Whether that's speaking at industry events, doing outbound reach, hosting roundtables or simply being visible in your market. People know Octopus. This is a hunting role and about showcasing the breadth of what we can now offer.
• Run deals end-to-end. From the first conversation to a signed contract, you'll navigate organisations with multiple stakeholders, run demos, align commercial terms and get ink on paper.
• Build partner-specific business cases that show how our platform adds real value to their customers.
• Grow senior relationships within your channel. The kind of conversations where partnerships are shaped, not just sold.

Who You Are

• 2 - 4 + years of experience in a sales role, we’re open to scoping this role up and relevant backgrounds like recruitment, relationship management, brokers etc. 
• Experience selling into financial services, IFAs, brokers or intermediaries is a strong plus, but not essential.
• Comfortable on the phone and in the demo. You enjoy outbound work, you're confident running a structured demo, and you can adapt your style to whoever's in the room.
• Naturally curious. You dig into how a partner's business actually runs before the demo. You understand their clients, their pain points and where we fit.
• Direct. With prospects, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work.
• You don't need managing. You set your own pace, build your own structure and get on with it.
• Comfortable without a playbook. You can take a rough proposition and figure out how to make it land - you've either done it before or you've been itching to.
• You actually care about this. You can explain why bereavement support and estate planning matter - and make IFAs care too, because we do.
• You understand what it means to operate in FCA-regulated environments, Consumer Duty, and you take that seriously.

   Benefits

• Flexible working: 3 days in the office (London Bridge), up to 2 days remote
• Work from anywhere in the world for up to 4 weeks per year
• An extra holiday day for your birthday
• Life insurance, Health insurance, Will & LPAs
• Octopus share incentive scheme
• 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

If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application.

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.

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

As a Sales Development Representative (SDR) at Octopus Legacy, you’ll be the engine behind our growth. This is a fully outbound, phone-based role – your job is to pick up the phone, open doors, and book meetings that move the business forward.

You’ll work on a rolling set of outbound projects across the business – from partnerships and B2B distribution to new product launches and other commercial initiatives as they come up. No two weeks look quite the same.

We want to be honest – outbound is hard. You’ll hear “not interested” a lot, and the wins come to people who stay consistent when it’s uncomfortable. But if you get energy from the phone, love a target, and want to learn B2B sales from the ground up - this role can be seriously rewarding.

At Octopus Legacy, how we work matters as much as what we do. As one of our founding SDRs, you’ll join at a pivotal time and help shape the outbound playbook from day one.

Key Responsibilities:

• Make high-volume outbound calls to book qualified meetings for the commercial team.
• Pick up outbound projects across the business as they come up (partnerships, B2B distribution, new launches and other commercial initiatives).
• Hit and exceed weekly targets for calls, conversations and meetings booked.
• Keep the CRM clean and accurate after every call.

Who Are You?

• A natural starter of conversations - comfortable picking up the phone to a stranger and making them glad you did.
• Some experience in outbound sales, SDR/BDR, business development, recruitment, or another target-driven role is a plus - but attitude and work ethic matter more than years on a CV.
• Commercially sharp and target-driven, with genuine hunger to hit and exceed numbers.
• Resilient and consistent – you can take a “no” on call 20 and still bring energy to call 21.
• Organised and methodical, with the discipline to plan your week, work your lists and keep activity high.
• Curious and commercially minded – you enjoy understanding how different businesses make money and where we can add value.
• Confident using CRM tools (HubSpot, Salesforce or similar) and outbound tech.
• A team player who shares what’s working, learns fast, and celebrates other people’s wins.
• (Bonus, not required) Exposure to legal services, financial services, wills/probate, funeral or bereavement sectors, or B2B partnerships.

Why You’ll Love It Here

• We’re part of a group that believes work should mean something. You’ll be trusted to do what’s right, supported to grow, and encouraged to share your ideas and shape the way we work.
• You’ll be part of a team you can truly count on – colleagues who support each other and always put customers first, every day and at every step of your journey.
• A fast-growing business with room to learn, grow and influence change.
• Clear progression paths into Account Executive, Partnerships and wider commercial roles.
• Competitive base salary + commission, great benefits and opportunities to progress.

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. 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, 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, leaving 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.
• 27 days 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.

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

As a Customer Success Specialist at Octopus Legacy (internally known as ‘Legacy Specialist’), you’ll guide people through some of the most meaningful decisions of their lives - and help them feel calm, confident and supported at every step.

You’ll be the first voice our customers hear, the trusted advisor who explains their options clearly, and the problem-solver who ensures everything runs smoothly from the very first conversation to the final document. You’ll blend empathy with commercial awareness: supporting people during emotional moments while helping them choose the services that genuinely meet their needs.

We want to be honest -  it won’t be easy. You’ll be speaking to people at difficult and emotional moments in their lives, often when they need guidance and reassurance the most. You’ll sometimes deal with complexity, high emotion, and situations where you’re holding space for someone who really needs support.

It takes resilience, calm under pressure, and the ability to stay warm and clear even when conversations are tough. But if you’re someone who finds purpose in helping people when it matters most - and you thrive in a fast-paced, high-ownership environment - this role can be incredibly rewarding.

You’ll have the freedom to be human - no scripts, no robotic call targets. With the right tools, trust, and training, you’ll take full ownership of the customer journey and spot opportunities to add value.

At Octopus Legacy, how we work matters as much as what we do. As part of our founding Customer Success team, you’ll join at a pivotal time - helping us scale, shape the way we work, and deliver the best possible experience for our customers.

Our values are simple: Customer-First. Work hard. Stay optimistic.

Key Responsibilities:

• Be the first point of contact for customers via phone, email, and chat - guiding them with clarity, warmth, and confidence.
• Understand customer needs and recommend the right estate planning products and services.
• Lead consultations, explain options clearly, and help customers make informed decisions.
• Own the customer journey end-to-end - from initial enquiry to booking and document delivery - ensuring a seamless experience.
• Hit and exceed personal and team targets for engagement, conversion, and customer satisfaction.
• Keep accurate and confidential customer records.
• Share insights and ideas to improve processes, resources, and the overall customer experience.
• Collaborate across teams to drive efficiency and elevate service.
• Bring energy, initiative, and a problem-solving mindset to help the team grow and succeed.

Who Are You?

• A compassionate communicator who builds trust easily - especially when conversations are tough.
• Experience in sales, customer service, estate planning or other advisory roles.
• Target-driven and commercially aware, with a desire to help customers choose what’s right for them.
• Resilient and adaptable, with an ability to stay calm in high-pressure situations.
• Organised, attentive to detail, and comfortable managing multiple priorities.
• Proactive and solutions-focused, always thinking about how to make things better.
• Confident using CRM tools and technology.
• A team player who leads with kindness and genuinely cares about doing meaningful work.

Why You’ll Love It Here

• We’re part of a group that believes work should mean something. You’ll be trusted to do what’s right, supported to grow, and encouraged to share your ideas and shape the way we work.
• You’ll be part of a team you can truly count on - colleagues who support each other and always put customers first, every day and at every step of your journey.
• A fast-growing business with room to learn, grow and influence change.
• Plenty of opportunities to learn, develop your skills and make a real impact.
• Competitive commission structure, great benefits and opportunities to progress.

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. 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, 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, leaving 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.
• 27 days 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.

The Company

We’re Octopus Legacy: one of the fastest-growing tech companies in the country, and part of the UK’s most exciting and best trusted group. 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 individuals and organisations prepare for, and find support after, death.

But we can’t do it alone. That’s why we’re building a team of self-starters, problem-solvers and people who bring energy to everything they do.

Ready to be part of something big?

The Role

As a Strategic Partnerships Manager - Charity at Octopus Legacy you’ll take ownership of one of our most important growth areas: building and scaling partnerships with UK charities to deliver our legacy and will writing services.

You’ll be responsible for:

• Signing new charity partners
• Growing legacy service adoption
• Positioning Octopus Legacy as the leading partner for Free Will Services and legacy growth
• Building a strong pipeline of prospects
• Developing existing relationships with senior stakeholders (Heads of Legacy, Fundraising Directors)
• Close high value, long term partnerships
• Translating our product offering into clear ROI and impact for charities
• Navigating complex decision making processes within organisations

You’ll sit within a broader partnerships function but will have significant autonomy to define:

• Your target segments
• Your approach to market
• How we win and grow in the charity space

If you thrive in ambiguity, enjoy consultative selling, and want to build something meaningful at scale, this role is for you.

Key Responsibilities

New Business & Revenue Growth

• Own and deliver against ambitious targets for signing new charity partners
• Build and manage a strong pipeline of opportunities across the charity sector
• Lead end to end sales cycles, from outreach through to contract signature
• Develop tailored proposals aligned to each charity’s legacy strategy
• Drive consistent, high-quality deal conversion

Market Development & Strategy

• Identify priority segments and opportunities within the charity landscape
• Refine messaging, positioning and go to market approach
• Gather feedback from the market to inform product and proposition development
• Stay close to sector trends (legacy giving, fundraising, regulation)

Cross-functional Collaboration

• Work closely with:
• Account management (for smooth handover and partner success)
• Marketing (campaigns, case studies, collateral)
• Product (feedback on charity and supporter needs)
• Help shape how we deliver and scale our charity proposition

Pipeline & Performance Management

• Maintain accurate pipeline tracking using CRM systems
• Forecast revenue and track performance against targets
• Use data to continuously improve conversion and sales effectiveness

Who Are You?

• A high ownership operator - you take initiative and build momentum without waiting to be asked
• Proven experience in:
• B2B sales, partnerships or business development
• Experience selling into charities or adjacent sectors desirable but not essential
• Strong consultative sales skills and comfortable with longer, relationship led sales cycles
• Confident engaging senior stakeholders and influencing decisions
• Commercially driven, with a track record of hitting or exceeding targets
• Highly organised, able to manage multiple complex deals simultaneously
• A strong communicator who can simplify complex ideas and build trust quickly
• Curious about the charity sector and motivated by purpose driven work
• Comfortable using CRM tools and managing a structured pipeline
• Proactive, resilient and motivated by building something from the ground up

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. 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, 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, leaving 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

• Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week. 
• Work from anywhere in the world for up to 4 weeks per year.
• An extra holiday day for your birthday.
• Life insurance, Health insurance, Will & LPAs.
• Octopus share incentive scheme.
• 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.

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 looking for a Finance Manager with solid grounding and proven hands-on experience across transactional finance, who’s ready to take real ownership in a fast-scaling business.

You’ll sit at the heart of our finance function, ensuring our books are accurately  reconciled, and commercially useful as we expand across multiple entities. This is a hands-on role where you’ll own core accounting processes end-to-end - from ledger integrity and reconciliations to management reporting and compliance.

You’ll own the integrity of our financial data - improving systems and controls to ensure senior leadership can operate with confidence and clarity.

We’re committed to your development and will support you with funding towards professional qualifications and exams.

Key Responsibilities:

• Be responsible for the preparation of monthly management accounts, including P&L, balance sheet and cash flow reporting.
• Manage month-end close, reconciliations (bank, expenses, accruals/prepayments), and financial controls.
• Monitor and track expenses and departmental budgets, flagging variances and supporting cost control.
• Work closely with external accountants, auditors and vendors to ensure compliance and smooth reporting cycles.
• Help optimise and improve financial systems, processes and reporting tools as we scale (including automation where possible).
• Conduct ad-hoc financial analysis to support commercial decisions and operational planning.
• Own finance-related aspects of employee onboarding and offboarding (payroll, systems access, documentation).

Who You Are

• Degree in Finance, Accounting, Economics, or similar. Working towards (or planning to pursue) a professional accounting qualification.
• 3-5+ years’ experience in finance, accounting, or a management accounting role.
• Strong grounding in accounting fundamentals - comfortable reconciling ledgers, reviewing balance sheets, and preparing management accounts.
• Highly detail-oriented, with the discipline to manage high-volume transactional work accurately.
• Confident working across multiple entities and reconciling complex accounts.
• Strong Excel or Google Sheets capability, with hands-on experience using Xero in a multi-entity environment.
• Comfortable in a fast-paced, scaling environment where processes are evolving.
• High ownership mindset - you don’t just process numbers, you ensure they’re right.
• Experience with regulated environments (e.g., SRA/solicitor account rules) is a bonus but not essential.

Our Mission

Death is tough enough without everything else that comes with it. 

Octopus Legacy exists to rebuild the way the world deals with death, with more humanity, simplicity, and hope. So when someone dies, the people left behind can focus on what truly matters.

We do this by helping people to plan for death and find support after loss.. 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. We challenge customers to share more than money: leave voice notes, music, 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, leaving 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.
• 27 days 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.

The Company
Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something. 

We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there.

The Role
This is a senior, high-impact enterprise sales role. You'll own the full cycle from pipeline to close, building and converting strategic partnerships with insurers, banks, adviser networks and financial institutions across the UK.You'll report into the CEO on key deals, and have real influence over how we expand our market share. If you're a high-performing sales professional looking for a genuine opportunity to build something, rather than maintain a territory someone else built, this is it.

You'll be selling with the Octopus Group name behind you. One of the UK's most recognised and trusted brands, with over 7 million customers and a reputation that opens doors before you've said a word. We have the product, the backing and the market timing. We need the person who can go and close it. Octopus already has deep relationships with thousands of financial partners across the UK. This role gets to leverage that network to scale our proposition across UK financial services - and beyond.

What You'll Do

• Map the UK financial services landscape and build a targeted pipeline across insurers, banks, adviser networks and wealth managers - then convert them into long-term partnerships that scale.
• Leverage existing relationships across the Octopus Group to open doors faster - then convert them into long-term partnerships that scale
• Get us known. People already know Octopus -  this is about showcasing the breadth of services we can offer. Whether that's speaking at industry events, hosting roundtables or simply being visible across UK wealth, insurance and banking circles.
• Run deals end-to-end. From the first conversation to a signed contract, you'll navigate complex organisations with multiple stakeholders, align commercial terms, and get ink on paper.
• Make the numbers do the talking. Build partner-specific business cases showing how our platform drives wealth retention, improves customer experience and supports Consumer Duty obligations.
• Grow senior relationships across the sector. You'll be in rooms with heads of distribution, chief customer officers and board members - the kind of conversations where partnerships are shaped, not just sold.

Who You Are

• 7+ years selling into UK financial services at an enterprise level. You've closed complex, multi-stakeholder deals with insurers, banks or wealth managers and you have the relationships to show for it.
• You know how these organisations work from the inside - the politics, the buying committees, the commercial pressures. You understand what makes a head of distribution say yes.
• Naturally curious. You dig into how a partner's business actually runs before you walk in the room. You understand their customers, their pain points and where we fit. 
• Direct. With partners, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work.
• You don't need managing. You set your own pace, build your own structure and get on with it.
• Comfortable without a playbook. You've either built a market before or you've been itching to.
• Long sales cycles, shifting stakeholders and incomplete information don't throw you off. You stay focused on the outcome.
• You actually care about this. You can explain why bereavement support matters to a room of sceptical executives and make them care too - because we do. 
• You understand what it means to sell into FCA-regulated environments, consumer duty, and you take that seriously.

Benefits:

• Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week. 
• Work from anywhere in the world for up to 4 weeks per year.
• An extra holiday day for your birthday.
• Life insurance, Health insurance, Will & LPAs.
• Octopus share incentive scheme.
• 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.

If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application.

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.

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

As a Graduate Compliance Associate, you'll play a key role in helping to prepare clear, legally sound estate planning documents, learning how to ensure accuracy, compliance, and quality at every stage. Working alongside our experienced legal and estate planning teams, you'll develop a deep understanding of estate planning while supporting clients through what can often be a complex and emotive process.

You'll join a forward-thinking team that's driving innovation in estate planning. We foster a dynamic, supportive environment where curiosity, adaptability, and ambition are valued. This is an excellent opportunity for a recent graduate to build the foundations of a long-term legal career, with full training, mentorship, and genuine scope to grow with the business.

Key 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 your 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

Who Are You?

• 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

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. 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, 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, leaving 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.

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

As a Graduate Paralegal – Will Drafter, you'll play a key role in helping to prepare precise, legally sound estate planning documents, learning how to ensure clarity, compliance, and accuracy at every stage. Working alongside our experienced legal and estate planning teams, you'll develop a deep understanding of will-writing while supporting clients through what can often be a complex and emotive process.

Beyond drafting, you'll be part of a forward-thinking team driving innovation in estate planning. We foster a dynamic, supportive environment where curiosity, adaptability, and ambition are valued. This is an excellent opportunity for a recent graduate to build the foundations of a long-term legal career, with full training, mentorship, and genuine scope to grow with the business.

Key Responsibilities

• Support the drafting of wills, LPAs, and estate planning documents based on client instructions and legal best practices
• Assist with reviewing and revising will drafts to ensure accuracy, clarity, and compliance with relevant laws
• Work closely with legal teams to learn how complex estate planning needs are managed
• Build your knowledge of will-writing regulations, inheritance laws, and industry best practices
• Maintain strict confidentiality and data security when handling client information
• Provide administrative support across will drafting and estate planning services

Who Are You?

• 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, legally sound work
• A collaborative approach and willingness to learn from legal and estate planning professionals to deliver a great client experience
• Excellent communication skills, with the ability to explain information clearly and empathetically

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. 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, 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, leaving 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.

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?

Start your career in Consultative Sales – with the opportunity to qualify as a Private Client Solicitor

We’re offering career changers the opportunity to begin a career in a client-focused sales role, with the potential to develop into specialist estate planning or private client legal pathways over time.

📍 London Bridge (Hybrid)

The Role

As a Sales Consultant, you’ll speak with clients via video calls, guiding them through important decisions and helping them take action. You’ll build rapport, understand individual needs, and clearly explain available services, supporting clients through the process with confidence and care.

This is a target-driven, client-facing role that combines consultative selling with meaningful conversations, ideal for individuals who enjoy helping people while working towards clear performance goals.

Responsibilities

• Conduct structured consultations with clients via video call
• Understand client needs and recommend appropriate solutions
• Clearly explain services in a simple, engaging way
• Manage your pipeline and keep accurate records of client interactions
• Work closely with internal teams to ensure a smooth client journey
• Deliver excellent aftercare and maintain strong client relationships

Who Are You?

This opportunity is ideal for:

• 3-5 years experience within Sales 
• Career changers looking to move into a consultative sales role
• Individuals from customer-facing or regulated backgrounds
• Candidates motivated by providing solutions to customers, targets, progression, and development

We’re looking for people who are:

• Customer focused and confident communicators with strong interpersonal skills
• Comfortable working in a target-driven environment
• Resilient, self-motivated, and results-focused
• Organised and able to manage multiple client conversations
• Based in or able to commute to London Bridge

(Bonus but not required: experience in sales or knowledge of estate planning products such as wills or LPAs)

Where Could This Role Take You?

Depending on your performance and interests, you could:

• Progress into a Senior Sales or management role (Estate Planning)
• Transition into a specialist Estate Planning Consultant position
• Be supported to train and qualify as a Private Client Solicitor
• Explore wider opportunities across our legal or commercial teams

We provide full training, ongoing support, and a clear pathway for progression.

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, 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.
• Flexible holiday + extra day off for your Birthday.
• 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.

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.

The Company

Octopus Legacy is the place to plan for death and find support after loss. 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, 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, leaving 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. 

The Role

What You’ll Do

• Own day-to-day IT operations - user support, onboarding/offboarding, device management, account provisioning, and troubleshooting across the business.
• Manage and administer Google Workspace - user accounts, groups, security policies, shared drives, and organisational configuration.
• Manage Apple device fleet via MDM - provisioning, configuration, software deployment, security policies, and lifecycle management for MacBooks and iOS devices.
• Maintain security and compliance - enforce security policies, manage access controls, coordinate with the engineering team on infrastructure security, and ensure audit readiness.
• Manage vendor relationships - liaise with suppliers for hardware, software licensing, connectivity, and third-party services.
• Document processes and systems - maintain clear, up-to-date documentation for IT procedures, configurations, and disaster recovery plans.
• Drive automation and efficiency across IT operations, leveraging AI tools and agent-based workflows to reduce manual processes and improve scalability
• Contribute to building a more self-service IT environment, enabling employees to resolve common issues independently through tooling, documentation, and automation
• Identify opportunities to streamline support using modern technologies (e.g. AI assistants, workflow automation, scripting)

What we’re looking for

Essential

• Strong hands-on experience administering Google Workspace at an organisational level.
• Experience managing Apple devices (MacBooks, iPhones/iPads) using an MDM solution such as Jamf, Mosyle, Addigy, Kandji, or Apple Business Manager.
• Proven ability to plan and execute IT and infrastructure projects from scoping through to delivery.
• Experience with user onboarding/offboarding, account management, and IT support in a growing business.
• Solid understanding of networking fundamentals, security best practices, and access management.
• Organised, self-directed, and comfortable being the sole IT person - you’ll need to prioritise and manage your own workload.
• Clear communicator who can work with both technical and non-technical colleagues.

Nice to Have

• Experience supporting IT through acquisitions or company integrations.
• Familiarity with SaaS administration (Slack, Notion, Jira, HubSpot, or similar).
• Experience with cloud platforms (AWS, GCP) at an infrastructure level.
• Scripting ability for automation (Bash, Python, or similar).
• Experience in a startup or scale-up environment where you’ve had to build processes from scratch.h real variety - no two weeks will look the same.

Benefits:

• Octopus share incentive scheme.
• Flexible working: 3 days in the office (Holborn), remote 2 days a week. 
• Flexible holiday policy + 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.

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?

Start your career in Estate Planning – with the opportunity to qualify as a Private Client Solicitor

We’re now offering career changers to start their career in estate planning, with the opportunity to transition into private client legal work or develop into a permanent Estate Planning Consultant role (Field Sales), depending on your interests and skills.

Cohort starts mid-May - UK Based

📍 United Kingdom
🚗 You’ll need a valid UK driving licence and access to a car to travel to client appointments locally.

The Role

As a trainee Field Sales Consultant, you’ll support families with one of life’s most important conversations - how to prepare for the future. Through home visits and virtual appointments, you’ll help people understand the options available for wills, trusts, and powers of attorney, and guide them through next steps with care and clarity.

This is a hands-on role that’s perfect if you want to explore legal, client-facing work in a meaningful area, build practical experience, and develop deep knowledge of estate planning in real-life situations.

Responsibilities: 

• Conduct empathetic, detailed consultations with clients - either at home or online - to understand their wishes and walk them through their options
• Explain how wills, trusts, and lasting powers of attorney work in practical, jargon-free terms
• Keep accurate records and ensure the client’s decisions are clearly documented
• Collaborate with our legal team to stay up to date on legal standards and requirements
• Assist with online wills and other services across the business as needed
• Deliver exceptional aftercare - answering questions and helping clients make changes when life shifts

Who Are You?

This opportunity is ideal for:

• Career changers looking for a purpose-led, people-facing profession, preferably from a regulated background
• Individuals curious about building legal experience outside of the traditional path
  
• Candidates who want a structured training program learning about estate planning

We’re looking for people who are:

• Excellent communicators, with strong emotional intelligence
• Comfortable working independently, flexibly, and remotely
• Highly empathetic, with a genuine interest in helping others
• Organised and confident with sensitive conversations
• Comfortable driving within your local region for home appointments
• (Bonus but not required) Knowledge of wills, trusts, LPAs, or STEP qualification

Where Could This Role Take You?

Depending on your performance, interests, and qualifications, you could:

• Transition into a full-time Estate Planning Consultant (Field Sales)
  
• Be supported to train and qualify as a Private Client Solicitor
  
• Explore internal progression within our wider legal, sales, or customer service teams
  

We’ll support your development, provide training, and offer exposure to one of the most human sides of legal work.

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, 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.
• Flexible holiday + extra day off for your Birthday.
• 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.

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.

Role Summary

The General Manager will work closely with the CEO to lead Octopus Legacy towards its ambition of becoming the UK’s defining brand in estate planning and support after loss. Estate Planning is the core engine of the business - driving revenue, customer growth, brand trust, and long-term value creation.

This role carries full end-to-end accountability for the unit’s performance, growth and transformation. The GM will own strategy, commercial performance, operational delivery, people leadership, and customer outcomes.

Beyond running the business, this role will lead a critical evolution: transitioning Estate Planning from a predominantly service-led model to a scalable, technology-enabled platform that delivers exceptional customer outcomes and margin strength.

You will guide the business through a period of rapid growth and increasing complexity, stabilising and scaling operations, embedding systems and processes for efficiency, and taking full P&L ownership - all while working closely with the founder and executive team to shape the future direction of the business.

Key responsibilities

• Define and deliver a clear short and long-term strategy for the Estate Planning business that directly supports Octopus Legacy’s broader ambition and growth plans.
• Oversee all aspects of the business unit, including revenue, service delivery, and operations.
• Take full ownership of commercial and operational performance, translating strategy into clear KPIs, measurable outcomes, and disciplined execution across teams.
• Partner with Marketing and New Business to drive viral growth, strengthen the brand, and scale lead generation and conversion. 
• Partner with Product and Technology to prioritise and accelerate initiatives that improve systems, tooling, and workflows, driving operational efficiency and scalability. Build a best-in-class technology platform connecting our products and customers.
• Develop and manage financial resources, including budgeting, forecasting, and reporting to ensure sustainable growth and success.
• Take complex, ambiguous problems and opportunities from definition through to delivery, working ‘hands-on’ across teams to remove blockers, improve ways of working, and embed outcomes.
• Maintain rigorous compliance with all legal and regulatory requirements, embedding robust quality assurance and risk management processes.
• Build and maintain strong relationships with key internal and external stakeholders — including customers, partners and industry bodies — to strengthen our market position and reputation.
• Lead and strengthen our high-performance, customer-first culture during rapid scale (c.150 → 300 team size), reinforcing high standards of accountability, behaviour and results.
• Attract, recruit, develop and retain an exceptional team, building succession depth for critical roles.
• Anticipate market, regulatory and operational risks, and respond with structured, forward-looking action.
• Build the organisational scaffolding required for a scaling business unit — formal enough to ensure clarity and control, but lean enough to maintain momentum and entrepreneurial pace.
• Partner closely with the CEO, Board, and HoF team as a trusted senior operator, aligning Estate Planning priorities with company direction while helping to shape that direction.

What Success looks like

• Successful introduction of new products or service enhancements measured by time-to-market, ROI and customer satisfaction.
• A fully embedded, data-led operating cadence with clear accountability and performance visibility across all functions.
• High retention of top performers and a strengthened leadership bench across the business unit.

Profile & Approach

• Proven track record leading and scaling service-led businesses, bringing out strong performance in leaders while modelling accountability and high standards.
• Sets ambitious expectations for self and others; comfortable raising the bar and upgrading capability where needed.
• Strong commercial acumen and financial fluency, including budgeting, forecasting and advanced Excel skills.
• Comfortable leading change and driving clarity, pace and outcomes in ambiguous fast-paced environments. 
• Approaches problems structurally - capable of stepping into issues when required, but focused on building systems that prevent recurrence.
• High integrity and strong awareness of operating within regulated environments.
• Self-starting, with a strong sense of ownership and pace.
• Bias toward technology and automation as enablers of scale and efficiency.
• Strong product judgement with the ability to refine and expand service offerings.
• Operationally rigorous, data-driven and outcome-focused.

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. 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, 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, leaving 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.
• 27 days 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.

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 are seeking a dedicated Private Client Solicitor to join our growing team. You will be responsible for crafting bespoke wills, providing IHT guidance, and advising on, establishing and administering trusts for clients who require tailored solutions that accurately reflect their wishes regarding the distribution of their assets. This role involves working closely with clients to understand their unique circumstances, including complex family structures, business ownership, and other considerations.

You will need a strong understanding of trusts, inheritance tax and estate planning, as well as excellent communication skills to effectively advise clients and ensure their wishes are properly documented. Your expertise in trusts will allow you to provide strategic advice on wealth preservation, inheritance tax planning, and asset protection. Experience in probate and estate administration is a plus.

Key Responsibilities:

• Engage with clients to understand their estate planning needs and objectives.
• Analyse complex family and financial situations to determine appropriate estate planning and trust strategies.
• Draft wills, trusts (including discretionary, life interest, and bare trusts), and other estate planning documents tailored to each client's individual circumstances.
• Provide expert guidance on the creation, administration, and taxation of trusts, ensuring compliance with legal and regulatory requirements.
• Advise clients on the implications of trust structures for asset protection, succession planning, and tax efficiency.
• Review and revise existing wills, trusts, and estate planning documents as necessary to accommodate changes in clients' circumstances or the law.
• Collaborate with financial advisors, and other professionals to develop comprehensive estate and trust planning solutions for clients.
• Handle the administration of trusts, ensuring proper management and distribution of assets in line with settlors’ intentions.
• Maintain confidentiality and discretion when handling sensitive client information.
• Stay abreast of industry trends and best practices in estate planning and trust law to enhance service delivery.

Who Are You?

• Solicitor with a minimum of 3+ years PQE
• Experience in drafting and advising on complex wills, trusts, and estate structures
• Experience in trust administration
• Full TEP membership (preferable)
• Excellent verbal and written communication skills
• Confidence and passion to develop our offerings in this area
• Ability to explain complex legal concepts in a clear and understandable manner
• High levels of compassion, discretion, and care
• Strong active listening skills to understand clients’ unique needs
• Ability to thrive in a dynamic and fast-paced start-up environment

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.

The Company

We’re Octopus Legacy: one of the fastest-growing tech companies in the country, and part of the UK’s most exciting and best-trusted group. 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 individuals and organisations prepare for, and find support after, death.

But we can’t do it alone. That’s why we’re building a team of self-starters, problem-solvers and people who bring energy to everything they do.

Ready to be part of something big?

The Role

As Head of Growth, you’ll own end-to-end marketing across B2B and B2C, shaping and executing the strategy, messaging, and systems that drive explosive growth across our services. 

This is a senior, high-ownership role working directly with Sam, our Founder and the leadership team. You’ll build a repeatable growth engine spanning acquisition, engagement, retention, and monetisation - across both consumer and commercial channels.

You’ll unlock new opportunities to connect with and serve customers, ensuring they get ongoing value from our products and services, while strengthening our partnerships and charity relationships. Marketing is a key lever, but this role goes far beyond it - shaping revenue strategy, product priorities, strategic collaborations, and commercial execution.

We’re scaling at extraordinary speed. The next phase is about building smarter systems, clearer prioritisation, and stronger cross-functional alignment, so we can grow efficiently while staying true to our mission and the impact we’re here to deliver.

Key Responsibilities

• Own and drive the end-to-end growth strategy across B2C and B2B channels.
• Build, test, and scale repeatable growth engines across acquisition, engagement, retention, and monetisation.
• Lead consumer-scale messaging and nurturing strategies for 500,000+ customers, driving measurable engagement and revenue outcomes.
• Identify and launch new channels, strategic collaborations, and routes to market across paid, organic, email/lifecycle, and support partnership/affiliate channels.
• Champion a customer-first approach, continuously improving the end-to-end journey - particularly in sensitive moments like bereavement.
• Partner closely with Brand to ensure growth activity strengthens long-term brand equity. 
• Drive revenue growth by optimising acquisition, conversion, and retention while increasing operational capacity to serve thousands of customers each month.
• Own growth metrics, forecasting, and performance insights - turning experiments into measurable ROI.
• Collaborate closely with product, commercial, CX, legal, operations, and delivery teams to ship results quickly.
• Leverage technology, automation, and growth platforms (e.g., marketing automation, CRM, lifecycle tools, analytics) to scale efficiently.
• Support M&A and acquisition integration, ensuring growth systems, processes, and messaging scale across newly acquired teams.
• Recruit, develop, and lead high-performing growth and commercial team.

Who Are You?

• A proven growth leader who’s scaled both B2C and B2B services businesses, across multiple growth channels.
• Experienced in messaging and engagement at scale, driving measurable outcomes for large consumer audiences.
• Comfortable operating across strategy and execution - from big-picture systems design to hands-on delivery.
• Strong commercial acumen and financial fluency, including budgeting, forecasting and advanced Excel skills.
• Thrives in fast-moving, ambiguous environments, making confident decisions and driving measurable outcomes.
• Confident working cross-functionally across product, marketing, sales, partnerships, and leadership, leading by influence. 
• Data-driven, outcome-focused, with expertise in demographics, geographic modeling, and growth metrics.
• Operationally rigorous, with a bias toward building systems, technology, and automation to scale efficiently.
• High integrity, self-starting, and motivated by meaningful work that genuinely improves people’s lives.

Why You’ll Love It Here

• We’re part of a group that believes work should mean something. You’ll be trusted to build boldly, backed to act fast, and supported to make a real impact.
• You’ll sit at the heart of one of the UK’s fastest-scaling tech businesses and Groups, working directly with our Founder Sam and the leadership team to shape our next phase of growth.
• This is an opportunity to own growth at company level - not just marketing and sales - but the full commercial engine across all our services.
• You’ll have huge scope to influence strategy, build teams, launch new initiatives, and help define how we scale.
• Unlimited opportunities for impact, growth, and learning.

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. 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, 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, leaving 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
• 27 days 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 EV Salary Sacrifice Scheme
• Octopus Giving: matched charitable fundraising up to £500
• Octopus Springboard: support to build your own ideas
• 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.

The Company

We’re Octopus Legacy: one of the fastest-growing tech companies in the country, and part of the UK’s most exciting and best-trusted group. 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 individuals and organisations prepare for, and find support after, death.

But we can’t do it alone. That’s why we’re building a team of self-starters, problem-solvers and people who bring energy to everything they do.

Ready to be part of something big?

The Role

We're looking for a Software Engineer skilled in PHP and familiar with Python, ready to make a real impact. You’ll split your time between maintaining and improving our existing PHP/Laravel codebases - powering products like our website, Life Insurance offering, and internal tools - and contributing to newer Python-based projects as our tech stack evolves.

You’ll code across the full stack, shipping real improvements that users notice, keeping our platforms healthy, secure, and performant. You’ll own the backlog of impactful changes that elevate our products and delight users, while also growing into Python projects and expanding your skillset.

This is a role full of variety and opportunity - every week brings new challenges, and your work will directly impact our customers.

Key Responsibilities

• Maintain and improve existing PHP/Laravel applications - bug fixes, enhancements, performance improvements, and application-level security.
• Build and contribute to Python projects - new services, internal tooling, and integrations as our tech stack evolves.
• Support platform security and compliance initiatives - pen testing remediation, dependency updates, and infrastructure hardening.
• Troubleshoot and resolve production issues - investigate bugs, diagnose root causes, and ship fixes confidently.
• Collaborate with the wider engineering team - participate in code reviews, sprint ceremonies, and contribute to engineering standards and best practices.
• Own small-to-medium projects end-to-end, delivering meaningful improvements across our tools and products.

Who Are You?

• Strong experience with PHP, ideally within the Laravel framework.
• Comfortable working with Python - whether in scripting, APIs, data processing, or frameworks like Django or FastAPI.
• Solid understanding of relational databases (PostgreSQL) and writing efficient queries.
• Experienced with version control (Git) and collaborative development workflows.
• Able to work independently, prioritise effectively, and ship reliably.
• Clear communicator who can explain technical decisions to non-technical stakeholder

Bonus points

• Understanding of event-driven architectures and messaging systems.
• Experience with front-end technologies (JavaScript/TypeScript, Vue or React).
• Familiarity with CI/CD pipelines, automated testing, and deployment processes.
• Interest in or experience with AI/LLM integration.

Why You’ll Love It Here

• This role is a stepping stone into Python development, giving you the chance to expand your skills in modern frameworks and integrations, and to apply AI and LLMs for real-world impact.
• You’ll have significant ownership - your work will directly impact our products, customers, and internal operations.
• We’re a growing, collaborative team - you’ll learn from experienced engineers, shape engineering practices, and contribute to the evolution of our tech stack.
• Every day you’ll be building meaningful products that make a difference.

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. 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, 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, leaving 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
• 27 days 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 EV Salary Sacrifice Scheme
• Octopus Giving: matched charitable fundraising up to £500
• Octopus Springboard: support to build your own ideas
• 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.

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 diverse caseload, primarily focused on probate and estate administration, with the opportunity to expand into trusts and estate planning over time.

This is an ideal opportunity for an experienced Private Client Solicitor ready to leave the traditional law firm model behind. You’ll join our expanding legal team to introduce fresh ideas, streamline processes, and challenge the status quo. In doing so, you’ll play a key role in shaping innovative ways of delivering probate services.

Key Responsibilities:

• Work cross-functionally between Octopus Legacy and our subsidiary Octopus Legal Services.
• Manage a portfolio of probate matters, demonstrating expertise in complex grant-only and administration cases.
• Act as a key client contact from the outset, leading initial calls and fostering trust throughout the process through clear and empathetic communication.
• Support estate planning work, including complex wills, with opportunities to work on trusts where relevant.
• 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.

Who Are You?

• A qualified Private Client Solicitor focused on Probate with 3+ years PQE.
• 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.
• Full TEP membership (preferable).
• Excellent verbal and written communication skills.
• Confidence and passion to develop our offerings in this area.
• Ability to explain complex legal concepts in a clear and understandable manner.
• High levels of compassion, discretion, and care.
• Strong active listening skills to understand clients’ unique needs.
• Ability to thrive in a fast-moving, start-up environment.

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.

Please note: We’re hiring across multiple locations in England, including Edinburgh, London, Yorkshire, Newcastle, Exeter, Cambridge, and more! To apply, you must have a valid UK driving licence, access to a car, and be willing to travel within your local area for appointments.

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 are seeking a dedicated Estate Planning Consultant who will be responsible for conducting home visits to assist clients in the process of drafting and creating wills. You will take the time to discuss your clients requirements in detail, explaining how the use of wills, trusts and lasting powers of attorney can work to protect them, their estate and their loved ones. The ideal candidate will excel in providing personalised and comprehensive guidance to individuals and families, ensuring their wishes are accurately documented whilst showing compassion and care.

Key Responsibilities:

• Conduct in-depth consultations during home visits to understand clients' unique needs, assets, and preferences for estate planning
• Guide clients through the legal aspects of will creation, addressing questions and concerns with clarity and expertise
• Collaborate with legal teams and resources to stay informed about current estate planning laws and regulations
• Maintain a meticulous record-keeping system to track client information, preferences, and any legal documentation
• Support with online Wills and other services within the company when required
• Provide exceptional customer service by offering ongoing support and addressing any post-visit inquiries or adjustments
• Stay abreast of industry trends and best practices in estate planning to enhance service delivery

Who Are You?

• Comfortable being fully remote on appointments (opportunity to be in office outside of appointments)
• Must have a full UK driving license and be willing to drive around London
• STEP qualified (preferred)
• Knowledge of how to write Wills and understanding the legalities
• Knowledge of how LPAs work
• In-depth understanding of Octopus Legacy’s services and ability to upsell
• Proficient in identifying indicators of concerns related to clients' testamentary capacity
• High levels of empathy, discretion and care
• Excellent verbal and written communication skills
• Active listening skills and the ability to understand the customer’s needs
• Proactive in initiating tasks independently and effectively following instructions
• Flexible schedule to accommodate home visits based on clients' availability

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, 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.
• Flexible holiday + extra day off for your Birthday.
• 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.

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.