We're Octopus Legacy: the estate planning arm of Octopus Group, one of the UK's most trusted financial services brands, and part of a mission to change how people plan for death and support each other after loss.
Our legal services arm, Octopus Legal Services Limited, is SRA regulated and growing fast: wills, LPAs, trusts, probate and Court of Protection work for thousands of families, including around 1,200 active probate matters since our acquisition of NewLaw's private client business.
None of that works without a finance function built right from day one. That's where you come in.
This is a build role, not a maintain role, with a defined scope: matter ledger, compliance and the system work that ties them together.
You'll set up and lead our matter ledger and compliance function: the team responsible for every pound of client money that moves through Octopus Legal Services, and for keeping us right against the SRA Accounts Rules. You'll work directly with our COFA to get the audit function embedded, personally own breach identification and case audits day to day, and act as the finance authority on our new case management platform build.
Get this right and you keep the team lean as we scale. Workflows that put finance checks where they need to be, not bolted on afterwards. With SRA rule changes expected within the next 6 to 12 months, this function needs to be built to flex, not patched after the fact.
Who Are You?
Octopus Legacy is the place to plan for death and find support after loss. 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, leaving 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.
Estate Planning is delivered through Octopus Legal Services Limited, our SRA regulated legal entity. We offer a full estate planning service: will writing, lasting powers of attorney, trusts, probate and Court of Protection work. Following our acquisition of NewLaw's private client business, we now look after around 1,200 active probate matters alongside our growing book of will writing and estate planning clients. Our finance function sits at the heart of that: it's how we manage client money safely, stay right with the SRA, and give leadership what they need to grow the business responsibly.
We encourage you to follow Simon Rogerson, Founder & CEO of Octopus Group: https://www.linkedin.com/in/simonrogerson/
We’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.
As entrepreneurs, we build our own businesses to address some of society’s biggest problems. Octopus Energy, our energy transition business, is the best example of this.
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests of all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.
Octopus Investments, Octopus Energy, Octopus Money, Seccl Technology, Aurora and Octopus Legacy are all part of Octopus Group.
