Bereavement Trainer

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 compassionate and experienced Bereavement Trainer to join our team and play a key role in shaping the future of our training services. Reporting to the Bereavement Training Manager, this role is all about delivering tailored employee training programs around bereavement.

We believe that people across all sectors of the workforce are significantly underprepared to deal with bereavement issues (whether supporting colleagues through loss, or helping customers, patients, or people they interact with in their line of work going through bereavement): our goal is to change this. 

With the increasing demand for training from statutory, charitable, and corporate sectors, you’ll help design and deliver unique courses that address the practical realities of loss and their impact on grief. You’ll also support defining offerings for clients and the development of new trainers, and stay up to date with the latest in bereavement-related practices. This is a meaningful opportunity to make a difference at scale and help ensure that our services empower those who need them most.

Key Responsibilities:

• Scope client needs through sales calls and work with them to tailor to their specific needs.
• Develop training proposals, clearly setting out the details of the training and highlighting impact for different stakeholders across the organisation.
• Deliver tailored training packages to external clients, clearly and sensitively communicating important information.
• Help to train new trainers, under the guidance of the Bereavement Training Manager.
• Record and maintain accurate details of calls and activities in the CRM system, ensuring data is up-to-date for reporting and management purposes.
• Manage and update training schedules, working closely with colleagues to ensure timely delivery of training and associated administrative tasks.
• Monitor new developments and best practices and incorporate into/update training.
• Represent Octopus Legacy at external events, conferences, and in national discussions on bereavement.
• Introduce the breadth of Octopus Legacy services to clients with introductions to appropriate colleagues when required.

Who Are You?

• Substantial experience delivering training to individuals with varying levels of knowledge and competence.
• Experience in health or social services, bereavement support, the legal sector, or the bereavement charitable sector (paid or volunteer roles) is advantageous.
• Proficient in creating training materials, presentations, and business proposals, and confident in negotiating training content and costs.
• Competent in using CRM systems, Word, Excel, digital communication platforms, and databases for logging data, tracking leads, and reporting.
• Ability to communicate legal and post-death processes clearly and compassionately, even in distressing or sensitive situations.
• Maintains professionalism when handling potentially shocking or distressing information.
• Able to audit training provided by others, providing feedback, and identifying training needs to support team performance assessments.
• Willing to undergo a full DBS check.

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.