Octopus Legacy · Bristol
Legal Assistant
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...
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 Legal Assistant at Octopus Legacy, you'll sit at the heart of our probate team - supporting families through the
practical, legal steps that follow a death, and making sure every case runs smoothly from the very first conversation.
You'll work side by side with our Probate Case Managers, learning the ins and outs of probate applications and estate
administration as you go. You'll be speaking to customers who are bereaved, so warmth, clarity and care matter as much as the
admin itself.
You don't need a legal background. If you're organised, empathetic, and genuinely good with people, we'll teach you everything you
need to know about probate.
We want to be honest - it won't always be easy. You'll be speaking to people at one of the hardest moments of their lives. It
takes patience, attention to detail, and the ability to stay calm and kind when things get emotional or busy.
But if you find purpose in helping people when it matters most - and you like the idea of building your career in a fast-growing,
supportive team - this role can be genuinely rewarding.
As part of our growing probate team, you'll join at a pivotal time, helping us 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
- Handle inbound & outbound calls, share updates, and support customers with warmth and confidence, especially in sensitive
moments.
- Prepare correspondence, chase information, and manage legal forms accurately and on time.
- Produce documents, manage busy diaries, and keep our filing and case records organised and up to date.
- Support Case Managers across the full life of a case, helping everything run seamlessly.
- Keep customer records accurate and confidential at all times.
- Share insights and ideas to improve our processes, resources, and the overall customer experience.
- Collaborate across teams to drive efficiency and elevate service.
WHO ARE YOU?
- A compassionate communicator who builds trust easily - especially when conversations are tough.
- Organised and detail-focused, comfortable working from a task list and juggling multiple priorities.
- Customer-first, with the emotional intelligence to support people through bereavement.
- Confident with everyday tech and tools.
- A strong written and verbal communicator.
- Proactive and solutions-focused, always thinking about how to make things better.
- A team player who leads with kindness and genuinely cares about doing meaningful work.
- A legal background is a bonus, not a requirement - we'll train you on the rest.
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, plus real opportunities to develop your skills and progress
your career.
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.