Compliance Operations Lead

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 compliance operations lead to join our team. In this role, you'll be managing the compliance paralegals, ensuring that our online wills are reviewed within SLA, reflect clients wishes whilst maintaining the highest levels of quality.  

You will also ensure LPAs are reviewed within strict timeframes within the team, and customers are made aware of any changes they need making - as well as then registering these documents with the office of public guardian. 

Finally, you’ll be in charge of the team that ensures all wills sent for storage are accurately signed, and if not, working with customers to rectify this as soon as possible. Your expertise will give our clients confidence that their estate planning documents are both accurate and effective. We need a manager who can handle high volume workload, whilst maintaining the highest standards of quality and accuracy.

Key Responsibilities

• Managing the compliance operations team, ensuring that all SLAs are met across online LPA  production, online will reviewing, LPA in house review and will verifications.
• Work with legal ops and head of ops to keep reviewing processes to  ensure compliance, whilst looking for ways to improve efficiency and reduce costs
• Review wills written using the online platform to ensure they meet legal and procedural requirements.
• 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
• Flagging legal risks or unusual circumstances for solicitor review
• Ensuring all document return requests are verified with correct ID and completed within SLA
• Working with legal to keep reviewing processes and auditing teams work to ensure compliance and accuracy.

Who Are You?

• You have 1+ years of experience managing a team of paralegals or compliance teams, 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.