Compliance Operations Associate

The Company

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

Having been on our own startup journey, Octopus Group recently bought a stake in our company to supercharge our growth, and now we’re one of the fastest growing companies within the UK’s most exciting group (you may have heard of some of our sister companies…)

With our new brand and the Octopus platform at our disposal, we’re already transforming the way that people experience the process of planning for and dealing with death.

We’ve assembled a crack team to prepare us for that scale, and you could be the missing piece we’re looking for!

The Role

We're looking for a detail-oriented and experienced Paralegal to join our team. In this role, you'll be reviewing wills created through our online platform, making sure they meet legal standards, reflect our clients' wishes, and maintain top-notch quality. Additionally you will be drafting LPAs for our online customers, and verifying  all legal documents that come back to the office.  

You will need to liaise directly with customers if there is anything  that needs clarification / rectification after review. Your expertise will give our clients confidence that their estate planning documents are both accurate and effective. During our busy campaign seasons, you'll need to handle a high volume of work efficiently. 

We're looking for someone who thrives in a fast-growing environment, stays sharp, and keeps up the pace without ever sacrificing quality.

Key Responsibilities

• Review wills written using the online platform to ensure they meet legal and procedural requirements.
• Verify that the content aligns with the client’s stated preferences and complies with relevant laws and regulations.
• Identify and correct errors or inconsistencies in grammar, phrasing, or legal terminology.
• Provide constructive feedback to clients or escalate complex cases to senior legal advisors when necessary. This will be through email / phone and sometimes video conferencing.
• Reviewing completed LPAs, working with customers to ensure they have been accurately finalised and registering them with the office of public guardian on behalf of clients
• Drafting LPAs for our online only customers
• Reviewing wills sent back to storage to confirm if they  have been signed and  witnessed correctly, and updating customers directly - and following up if they need to action anything further
• Action any document return requests ensuring clients ID’s are collected and properly verified
• Flagging legal risks or unusual circumstances for solicitor review

Who Are You?

• You have 1+ years of experience as a paralegal or legal assistant, in a corporate or startup environment (preferred).
• You have knowledge of Wills, Probate and Lasting Power of Attorney (preferred).
• You can handle high-volume workloads while maintaining exceptional attention to detail.
• Strong written communication skills, with the ability to simplify complex legal language.
• Ability to manage multiple tasks efficiently and meet deadlines.
• Commitment to client confidentiality and data protection.
• Strong verbal communication skills and willingness and patience with clients.
• Flexible -  you may need to extend beyond typical job duties, especially during peak times during campaigns
• Strong organisational skills and time management - there will be times of high volume!

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.
• 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.
• 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.