Legacy Consultant

Foot Anstey

Job Title: Legacy Assistant/Executive  Ready to take your career to the next level? We’re one of the UK’s most forward-thinking law firms, built on a foundation of innovation, collaboration, and ambition. Join us, and let’s shape the future together. Being refreshingly human starts with how we hire. We believe a diverse mix of perspectives makes us stronger - not just as a business, but in creating a culture where we all feel we truly belong and can thrive. That’s why we’re committed to removing barriers and creating fair opportunities for everyone. * We are in a period of exclusive direct sourcing for this role and are not currently accepting applications from recruitment agencies. ________________________________________ The role in 60 seconds * Role: Legacy Assistant/Executive    * Team: Legacy Income Management Team * Location: Exeter, Bristol or Manchester * Working Pattern: Full-time Why this role matters: Join our growing Legacy Income Management team and help charities secure the income that powers their mission. We manage over £200M in legacy income for organisations of all sizes, offering flexible support during busy periods, complex estates, and unexpected spikes in workload. With access to specialist legal expertise across the firm, you’ll play a key role in ensuring clients receive accurate, efficient, and empathetic support. ________________________________________ What you’ll do In this role, you’ll: * Deliver high-quality, tailored legacy administration support as part of the Legacy Income Management team, acting as a trusted partner to a diverse portfolio of charity clients. * Manage a varied caseload ensuring legacy income is secured efficiently while balancing legal obligations with empathy and sensitivity. The exact nature of the caseload will vary depending on experience and may include pecuniary, residuary, and complex or contentious cases. * Proactively progress estate matters, reducing delays and unlocking income for clients in a timely manner. * Build and maintain strong relationships with charity clients, representing them with professionalism, care, and a client-centric approach. * Act as an extension of clients’ teams by providing bespoke, responsive support aligned to their individual needs and priorities. * Apply strong attention to detail and high-level numerary skills to monitor and reconcile income, identify estate account issues, review estate valuations, and ensure compliance with legal and regulatory requirements. * Contribute to maximising the value of charitable gifts for our clients through thorough case management and financial oversight. * Collaborate with our wider team, including our contentious probate, charity probate, property, and governance specialists, to deliver comprehensive support to clients. * Actively contribute to team knowledge-sharing and continuous improvement initiatives to ensure our clients receive high-quality support. ________________________________________ What we’re looking for We welcome applicants at all levels, including those new to legacy administration but with a genuine interest in Wills, Probate and Charity law. We’re looking for someone who brings: * Strong organisational and database skills, with confidence managing information accurately. * Experience in legacy administration or a clear motivation to develop in this field. * Curiosity about Wills, Probate and Trust law and a willingness to build expertise. * Excellent communication skills and a warm, empathetic approach when working with families and stakeholders. * Interest in working towards an ILM Certificate in Charity Legacy Administration or similar qualification. * Commitment to high‑quality client care and relationship‑building. * Confidence working in a digital environment and adapting to new systems and processes. * A proactive, collaborative mindset with a commitment to innovation and continuous improvement. _______________________________________ What if I don't tick every box? We're not box tickers. We appreciate the need for everyone to find a role that challenges them and gives them room for growth. If you bring transferable skills and a fresh perspective, we’d love to hear from you. If this role excites you and you have the skills to succeed, we encourage you to apply. ________________________________________ Join a seriously ambitious firm At Foot Anstey, we’re committed to making a difference for our people, our clients, and society. Here’s what makes us stand out: * An ambitious growth strategy that opens up opportunities for our people to make their mark. * A client base that spans household names, thriving startups, and ambitious enterprises. * A culture built on our values of being refreshingly human, entrepreneurial, inclusive and collaborative. * A strong focus on being a responsible business with a commitment to sustainability and giving back to our communities. * Comprehensive professional development and training – whatever your role and level we have training that will support you to achieve your goals. ________________________________________ Progressive benefits tailored to you We believe our people are our greatest asset. That’s why we offer a comprehensive benefits package designed to support your professional growth and personal wellbeing, including: * Competitive salary and performance-linked bonus. * Employee sabbaticals. * Enhanced parental leave policies. * Private healthcare and wellbeing initiatives (e.g., mental health support, gym memberships). * An open, flexible working environment. * For a full list of our competitive benefits package, please click here ________________________________________ Ready to apply? * Hit the "Apply Now" button. * Send us your CV and a quick note on why this role is perfect for you. * Our team will review your application and be in touch, whatever the outcome. * Invited for interview? * With a straightforward process typically involving two interviews, our talent acquisition team will guide you through every step, ensuring you feel confident and prepared to show us what you can do. * We want you to be able to showcase your talent and to feel comfortable being yourself throughout the process. If there’s anything we can do to support you or make things more accessible, just let us know – you can tell us at any stage of the process. * If you’d like to visit our offices prior to your interview or would like help testing your kit for your virtual interview, just let us know. Let’s make your next career move the start of something extraordinary.

Octopus Legacy

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 Probate Sales Consultant at Octopus Legacy, you'll guide people through one of the hardest moments of their lives - and help them feel calm, supported and confident about the practical steps that follow a death. This is a sales and customer service role at heart. You'll be the first voice our customers hear after a bereavement, the trusted person who explains how we can take the weight of probate and estate administration off their shoulders, and the problem-solver who helps them choose the service that's genuinely right for them. You'll blend empathy with commercial awareness: supporting people through grief while guiding them to the right decision and hitting your targets. You don't need prior probate experience. If you've got a background in sales or customer service and the empathy to handle sensitive conversations, we'll teach you everything you need to know about probate. We want to be honest - it won't be easy. You'll be speaking to people at the most difficult and emotional moments in their lives, often when they need guidance and reassurance the most. You'll sometimes deal with complexity, high emotion, and situations where you're holding space for someone who really needs support. It takes resilience, calm under pressure, and the ability to stay warm and clear even when conversations are tough. But if you're someone who finds purpose in helping people when it matters most - and you thrive in a fast-paced, target-driven, high-ownership environment - this role can be incredibly rewarding. You'll have the freedom to be human - no rigid scripts, no robotic call targets. With the right tools, trust, and training, you'll take full ownership of the customer journey and spot opportunities to add value. At Octopus Legacy, how we work matters as much as what we do. As part of our founding probate sales team, you'll join at a pivotal time - helping us scale, shape the way we work, and deliver the best possible experience for our customers. Our values are simple: Customer-First. Work hard. Stay optimistic. KEY RESPONSIBILITIES * Be the first point of contact for customers after a death via phone, email, and chat - guiding them with clarity, warmth, and confidence. * Understand each customer's situation and recommend the right probate and estate administration services for what they're going through. * Lead consultations and quote calls, explain options clearly, and help customers make a confident, informed decision. * Own the customer journey end-to-end - from the first enquiry through the probate quote to instructing the service - ensuring a seamless experience. * Hit and exceed personal and team sales targets for engagement, conversion, and customer satisfaction, while always keeping support quality first. * Keep accurate and confidential customer records. * Share insights and ideas to improve processes, resources, and the overall customer experience. * Collaborate across teams to drive efficiency and elevate service. * Bring energy, initiative, and a problem-solving mindset to help the team grow and succeed. WHO ARE YOU? * A compassionate communicator who builds trust easily - especially when conversations are tough. * A background in sales, customer service, or another advisory or target-driven role - no prior probate experience needed, as we'll train you. * Target-driven and commercially aware, with a genuine desire to help customers choose what's right for them. * Resilient and adaptable, with an ability to stay calm in high-pressure and emotional situations. * Organised, attentive to detail, and comfortable managing multiple priorities. * Proactive and solutions-focused, always thinking about how to make things better. * Confident using CRM tools and technology. * A team player who leads with kindness and genuinely cares about doing meaningful work. WHY YOU'LL LOVE IT HERE * We're part of a group that believes work should mean something. You'll be trusted to do what's right, supported to grow, and encouraged to share your ideas and shape the way we work. * You'll be part of a team you can truly count on - colleagues who support each other and always put customers first, every day and at every step of your journey. * A fast-growing business with room to learn, grow and influence change. * Plenty of opportunities to learn, develop your skills and make a real impact. * Competitive commission structure, great benefits and opportunities to progress. OUR MISSION 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. BENEFITS * Octopus share incentive scheme. * 27 days 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.

Proact

EIN JOB MIT IMPACT * Du übernimmst Verantwortung für unsere Kundenprojekte rund um den Modern Workplace mit Microsoft 365 – von der Detailkonzeption bis zur Umsetzung * Du analysierst bestehende Umgebungen und planst ganzheitliche Transformationen hin zu hybriden oder Cloud-basierten M365-Architekturen, wobei du auch Legacy- und Hybrid-Themen mit im Blick hast * Du setzt M365-Lösungenhands-on um und bringst deine Spezialisierung gezielt ein, z. B. in den Bereichen Identity, Collaboration (Teams, Exchange, SharePoint), Power Platform, KI & Copilot oderEndpointManagement * Du berätst unsere Geschäftskunden zu Modern-Workplace-Szenarien, Adoption, Governance und Best Practices und begleitest die technische Umsetzung * Du stellst sicher, dass stabile, sichere und zukunftsfähige M365-Umgebungenentstehenund unterstützt beim Aufbau eines nachhaltigen Betriebs sowie kontinuierlicher Optimierungen * Du berücksichtigst Security-, Compliance- und Datenschutzanforderungen (z. B. Identity & Access, Conditional Access, Device- und Information Protection) und integrierst diese sinnvoll in die Gesamtlösung * Du erstellst technische Konzepte, Architektur‑, Betriebs- und Projektdokumentationen in deutscher und englischer Sprache für anspruchsvolle Kundenumgebungen * Du wirkst aktiv an der Weiterentwicklung unseres Microsoft- und Modern-Workplace-Portfolios mit, z. B. durch neue Services, Standards, Automatisierungen oder den Einsatz von KI DEIN TALENT ZUM ERFOLG * Du bringst eine abgeschlossene Berufsausbildung oder ein Studium mit relevanter Berufserfahrung im IT- oder Microsoft-Umfeld mit * Du hast mehrjährige Erfahrung im IT-Consulting oder in der Umsetzung von M365-Projekten und hast dabei Verantwortung für Kunden oder Teilprojekte übernommen * Du verfügst über ein breites technisches Verständnis des Microsoft-365‑Ökosystemsund angrenzenden Infrastruktur-Lösungen und hast in mindestens einem der folgenden Bereiche vertieftes Spezialwissen: Identity, Collaboration, Power Platform, KI/Copilot oder Intune * Du kennst hybride Szenarien sowie angrenzende Microsoft-Technologien wie Entra ID (Azure AD), Security & Compliance oder Automatisierung und kannst diese sinnvoll einordnen * Du denkst lösungs- und serviceorientiert, arbeitest strukturiert und baust vertrauensvolle, langfristige Kundenbeziehungen auf * Du hast Freude daran, über den eigenen Schwerpunkt hinauszublicken, erkennst Optimierungspotenziale und Mehrwerte für die Kunden * Du verfügst über sehr gute Deutsch- und Englischkenntnisse für die nationale und internationale Zusammenarbeit * Du teilst dein Wissen gern im Team, mit Kund:innen und in der Community und hast Lust, dich im Microsoft-365‑Umfeld kontinuierlich weiterzuentwickeln THE POWER OF TOGETHER THE POWER OF TOGETHER  * Arbeitsausstattung: Ausstattung mit neuer, leistungsfähiger EDV inkl. Homeoffice-Equipment, Merchandise wie Rucksäcke/Laptoptaschen, Poloshirt und Funktionsjacke * Vorsorge: BAV, Berufsunfähigkeit, Gruppenunfallversicherung * Erholungszeit: 30 Tage und diverse Sondertage (z.B. Hochzeit, Geburt) * FamilyFirst: berufundfamilie zertifiziert, Kindergartenzuschuss * Entwicklung: Unterstützung von Microsoft-Zertifizierungen und anderen Fortbildungen innerhalb der Arbeitszeit  * Firmenevents: Weihnachtsfeier, gemeinsames Grillen im Sommer, Herbstfest und weitere Teamevents * Shopaholics: Corporate Benefits Arbeitsort ist einer unserer Standorte in Ense, Köln oder Nürnberg. Auch dein Homeoffice ist mit Reisebereitschaft möglich. Die Tätigkeit ist unbefristet und in Vollzeit zu besetzen.    Du möchtest Teil unseres großartigen #teamproact werden? Dann bewirb Dich jetzt mit nur wenigen Klicks!    Bei Proact leben wir #WinAsOne – denn wir sind überzeugt, dass Vielfalt, Chancengleichheit und eine respektvolle Zusammenarbeit die Grundlage für gemeinsamen Erfolg bilden. Daher begrüßen wir alle Bewerbungen, unabhängig von Herkunft, Geschlecht, Alter, Religion, Behinderung, sexueller Orientierung oder Geschlechtsidentität. Solltest du beim Bewerbungs- oder Interviewprozess Unterstützung benötigen, wende dich gerne an jobs@proact.de.