Paralegal (Probate)

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 Paralegal at Octopus Legacy, you will play a crucial role in supporting our legal team in various aspects of our operations both within Octopus Legacy and our subsidiary Octopus Legal Services. You will mainly be responsible for supporting probate caseloads, assisting with progressing cases, such as reviewing wills, drafting lasting powers of attorney and other legal documents as required, depending on the case type. You will also be managing customer contact and liaising with other third parties, and ensuring compliance with relevant laws and regulations.

This role offers hands-on experience in a dynamic, high-growth environment, where you’ll have the chance to collaborate closely with seasoned legal experts. You'll not only contribute to our company's expansion, but also cultivate a versatile skill set essential for your professional journey.

Key Responsibilities

• Collaborate with the legal team to draft and prepare legal documents required for wills, probate and/or lasting power of attorney matters, ensuring accuracy and efficient administration support across the team.
• Offer comprehensive support across Octopus Legacy and Octopus Legal Services, not just for the legal team but cross-functionally to drive towards a common goal, by engaging with various people across the business to address multifaceted projects and drive initiatives forward collaboratively.
• Manage all administration tasks as required from post-handling processes, including effective communication with clients and other third parties. Accurately maintaining client records and correspondence on our systems, ensuring all compliance and regulatory standards are met.  
• Where possible, provide insightful analysis and recommendations to drive efficiencies for business as a whole and proactive case progression.

Who Are You?

• You have a Law or Finance degree (preferred).
• 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.
• You are able to navigate complex legal matters and provide practical solutions.
• You are a reliable and trustworthy individual, managing sensitive legal tasks and responsibilities.
• You have excellent verbal and written communication
• You have excellent research, writing, and analytical skills.
• You have the ability to prioritise tasks, manage time efficiently, and work independently or as part of a team.
• You have attention to detail and accuracy in all work performed.
• You are a self-starter and proactive approach.

Our Mission

In 2016 Sam’s mum died suddenly in a car accident. The experience that followed was overwhelming - with mountains of paperwork, sitting on hold and navigating financial stress. All at a time when he needed the space to navigate grief.

Death is difficult enough, without everything else that comes with it. Octopus Legacy was created to make the experience of losing someone easier for those left behind - so that they can focus on what matters.

Since then we have helped over 700,000 people plan for death and find support after a loss and are now the second largest estate planner in the UK.

When people think about planning for death they think about wills, life insurance and funerals. These small but mighty acts make a huge difference to the people we love. But why stop there?

We take these cold processes and turn them into something more human. We help customers share more than just money. Encouraging them to leave voice notes, music, recipes. So they can shape a legacy that connects them with the people they love while they’re here. And after they’re gone.

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.