The Role
As a Graduate Compliance Associate, you'll play a key role in helping to prepare clear, legally sound estate planning documents, learning how to ensure accuracy, compliance, and quality at every stage. Working alongside our experienced legal and estate planning teams, you'll develop a deep understanding of estate planning while supporting clients through what can often be a complex and emotive process.
Key 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
Who Are You?
- 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
Benefits
- Hybrid working (London Bridge).
- Flexible holiday + extra day off for your Birthday.
- Work from anywhere in the world for up to 4 weeks per year.
- Vitality Health & Life Insurance.
- 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.
- 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.
Graduate Compliance Associate employer: Octopus Legacy Limited
At Octopus Legacy, we pride ourselves on being an exceptional employer that fosters a dynamic and innovative work environment. Our commitment to employee growth is evident through our hands-on culture, where you will have the opportunity to experiment with AI-driven recruitment strategies while collaborating closely with passionate teams. Located in a fast-paced startup atmosphere, we offer unique advantages such as the chance to make a significant impact in the DeathTech sector, ensuring your work is both meaningful and rewarding.
