Octopus Legacy
BristolOn-sitePosted 3 weeks ago
Pay not given in the listing
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Run the day-to-day client and office account cash room, processing transactions, reconciling accounts and investigating discrepancies. Also carry out transaction reviews and case audits to flag SRA Accounts Rules issues.
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.
This role is the key hire into our new client accounts and compliance team, and the hands-on engine room of how client money moves through the business.
You'll own the day to day cash room: processing transactions, reconciling accounts, and making sure every pound of client money is exactly where it should be. Alongside that, you'll take on the frontline compliance checks that keep us right against the SRA Accounts Rules: transaction reviews, case audits and flagging anything that doesn't look right.
You'll report into our Client Accounts & Compliance Lead as part of a small, focused team. It's a lean setup by design, so you'll have real ownership of the ledger rather than a slice of it, with room to grow as the team scales.
You'll also be a key voice in our new case management platform build. Your day to day experience of the ledger and where issues tend to crop up will directly shape how the system is designed.
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.