Deal Associate (M&A)

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

We’re hiring an Deal Associate to help build a major new outbound function as part of our mission to reach 1 million clients.This isn’t a traditional M&A role. We’re not looking for lawyers, accountants, analysts, consultants, or investment bankers - unless you also bring experience in growth, sales, or founder-led roles, and can demonstrate an entrepreneurial, scrappy mindset.

The core skill we’re hiring for is the ability to get to Heads of Terms.

You’ll focus on identifying and approaching legal firms to kick off M&A conversations - think less spreadsheet, more outbound energy. This is similar in concept to how Octopus Energy onboarded Bulb’s customer base. While we can’t share full details publicly (we’re happy to discuss post-NDA), this project is high-impact and high-scale.

You’ll also work closely with the Octopus M&A team to support onboarding and integration. To give a sense of the opportunity and progression, our Corporate Development Manager joined a year ago with no pipeline and built it from scratch, having now completed several deals including WSL Will Writing last month. 

Similarly, you’ll step into their previous role with the head start of a strong pipeline and playbook already in place, but still have the opportunity to own the growth of the next phase, shape your own path and explore new verticals in future too.

Key Responsibilities

• Identifying and assessing potential acquisition opportunities
• Direct outreach and relationship building with business owners and managing directors
• Leading initial deal discussions and qualifying fit
• Supporting due diligence and deal structuring
• Helping onboard new firms and clients into Octopus Legacy
• Spotting opportunities to upsell and cross-sell services

Who Are You?

• You’re hungry, ambitious, and entrepreneurial. You love ownership and don’t wait for instructions: you make things happen.
• You have experience hitting targets (whether in sales, partnerships, or growth) and thrive on turning conversations into opportunities.
• You’re comfortable meeting business owners and managing directors, building trust quickly, and driving relationships forward.
• You’re resilient, solutions-focused, and excited to make a genuine impact at scale.

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.
• 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.