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← Octopus Legacy

Estate Planning Consultant

Octopus Legacy
Location
England (Remote)
Posted
1 month ago
Department
Operations
What they actually want (must-haves)
  • Valid UK driving licence
  • Access to a car
  • Willingness to travel within local area for appointments
  • Excellent verbal and written communication skills
  • Active listening skills
  • Proactive in initiating tasks independently
Nice to have
  • STEP qualified
  • Knowledge of how to write Wills
  • Understanding of how LPAs work
  • In-depth understanding of Octopus Legacy’s services
  • Proficient in identifying indicators of concerns related to clients' testamentary capacity
What the job really is

As an Estate Planning Consultant at Octopus Legacy, you will conduct home visits to assist clients in drafting wills and understanding estate planning options. Your role involves providing personalized guidance, addressing legal questions, and maintaining detailed records of client interactions. You will also stay updated on estate planning laws and collaborate with legal teams to enhance service delivery.

Benefits
  • Octopus share incentive scheme
  • Flexible holiday + extra day off for your Birthday
  • Vitality Health & Life Insurance
  • Pension scheme
  • Enhanced parental leave
  • Free Will & LPAs + discounts on other Octopus services
Things to weigh
  • Remote work with home visits required
  • Travel required within local area
  • Role involves sensitive discussions around death and estate planning
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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