Octopus Legacy Limited

Octopus Legacy Limited is seeking a Senior Strategic Partnerships Manager to own the full sales cycle, from pipeline to close, and to build and convert strategic partnerships with insurers, banks, adviser networks and wealth managers across the UK. You'll leverage the Octopus Group network to scale our proposition in UK financial services, reporting to the CEO on key deals and expanding market share. Flexible hybrid working with London Bridge presence and remote options is offered.

Octopus Legacy Limited in London is seeking a Private Client Solicitor to craft bespoke wills, provide IHT guidance and advise on, establish and administer trusts for clients with tailored needs. You will work closely with clients, understand complex family and business circumstances, and deliver strategic wealth planning, with strong regulatory and professional standards. Hybrid working available with emphasis on client-focused service.

Octopus Legacy Limited seeks a Private Client Solicitor with 3+ years PQE focused on Probate and estate administration. You will own a diverse caseload and have opportunities to expand into trusts and estate planning. You'll join the legal arm of Octopus Legacy, collaborating across teams to deliver a seamless client journey, with responsibilities to improve processes in a fast-growing startup environment.

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 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. 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. Breakfast every day, snacks and wellness activities.

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. Benefits 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. 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. 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.

Octopus Legacy Limited is seeking a Strategic Partnerships Manager - Charity to drive growth by building and scaling partnerships with UK charities, delivering our legacy and will writing services. You will lead new charity partnerships, grow legacy service adoption, and manage end-to-end deals. The role includes developing a strong pipeline, working with cross-functional teams, and translating our offering into ROI for partners.

Strategic Partnerships Manager - Charity 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 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 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) 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 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. 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. 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.