Full-Time

Graduate Compliance Specialist

Octopus Legacy

Octopus Legacy

51-200 employees

No salary listed

London, UK

Hybrid

Hybrid role with London Bridge on-site requirement.

Category
Legal & Compliance (2)
,
Requirements
  • A recent graduate, ideally with a degree in Law or a related discipline (essential)
  • A genuine interest in estate planning, private client work, or building a career in legal services
  • Strong attention to detail and accuracy, with a commitment to producing high-quality work
  • A collaborative approach and willingness to learn from legal professionals and estate planning colleagues
  • Excellent communication skills, with the ability to explain information clearly and empathetically
Responsibilities
  • Support the review of wills, LPAs, and estate planning documents to ensure they are legally binding and reflect the client's wishes
  • Assist with registering documents with the Office of the Public Guardian and respond to client queries with guidance from senior colleagues
  • Work closely with legal teams to learn how complex estate planning needs are managed
  • Build your knowledge of will-writing regulations, inheritance laws, and industry best practices
  • Maintain strict confidentiality and data security when handling client information
  • Help carry out compliance checks on customer returns, contributing to a full audit trail
  • Provide administrative support across will drafting and estate planning services

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Shoosmiths' 400 deals worth £5bn in 2022 drive estate planning referrals.
  • Octopus Group's wealth management clients enable seamless service expansion.
  • Modernizes estate planning to target UK's largest private client position.

What critics are saying

  • Co-operative Legal Services blocks top market share via superior scale.
  • PE firms target Octopus Legacy for acquisition within 18-36 months.
  • Fletchers diverts high-net-worth referrals with 13,000 cases in 2024.

What makes Octopus Legacy unique

  • Octopus Legacy ranks as UK's second-largest estate planning firm by client volume.
  • Acquired WSL Will Writing's 300,000 clients and Shoosmiths' will bank recently.
  • Integrates with Octopus Group's £13bn financial services for cross-selling.

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Benefits

Health Insurance

Pension scheme

Family Planning Benefits

Fertility Treatment Support

401(k) Retirement Plan

401(k) Company Match

Flexible Work Hours

Hybrid Work Options

Remote Work Options

Unlimited Paid Time Off

Paid Vacation

Paid Holidays

Parental Leave

Wellness Program

Mental Health Support

Gym Membership

Cycle to Work Scheme

Home Office Stipend

Phone/Internet Stipend

Conference Attendance Budget

Professional Development Budget

Stock Options

Company Equity

Adoption Assistance

Childcare Support

Meal Benefits