At a Glance
- Tasks: Conduct home visits to guide clients in drafting wills and estate planning.
- Company: Join Octopus Legacy, a fast-growing tech company transforming the estate planning industry.
- Benefits: Flexible holidays, health insurance, share incentives, and support for entrepreneurial growth.
- Other info: Work remotely with flexible hours and opportunities for personal development.
- Why this job: Make a real difference by helping families create meaningful legacies.
- Qualifications: Full UK driving licence, empathy, and knowledge of wills and LPAs preferred.
The predicted salary is between 29700 - 36300 £ per year.
Please note: We’re hiring across multiple locations in England, including Edinburgh, London, Yorkshire, Newcastle, Exeter, Cambridge, and more!
To apply, you must have a valid UK driving licence, access to a car, and be willing to travel within your local area for appointments.
- 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
We are seeking a dedicated Estate Planning Consultant who will be responsible for conducting home visits to assist clients in the process of drafting and creating wills.
You will take the time to discuss your clients requirements in detail, explaining how the use of wills, trusts and lasting powers of attorney can work to protect them, their estate and their loved ones.
The ideal candidate will excel in providing personalised and comprehensive guidance to individuals and families, ensuring their wishes are accurately documented whilst showing compassion and care.
Key Responsibilities
- Conduct in-depth consultations during home visits to understand clients' unique needs, assets, and preferences for estate planning
- Guide clients through the legal aspects of will creation, addressing questions and concerns with clarity and expertise
- Collaborate with legal teams and resources to stay informed about current estate planning laws and regulations
- Maintain a meticulous record-keeping system to track client information, preferences, and any legal documentation
- Support with online Wills and other services within the company when required
- Provide exceptional customer service by offering ongoing support and addressing any post-visit inquiries or adjustments
- Stay abreast of industry trends and best practices in estate planning to enhance service delivery
Who Are You?
- Comfortable being fully remote on appointments (opportunity to be in office outside of appointments)
- Must have a full UK driving license and be willing to drive around London
- STEP qualified (preferred)
- Knowledge of how to write Wills and understanding the legalities
- Knowledge of how LPAs work
- In-depth understanding of Octopus Legacy’s services and ability to upsell
- Proficient in identifying indicators of concerns related to clients' testamentary capacity
- High levels of empathy, discretion and care
- Excellent verbal and written communication skills
- Active listening skills and the ability to understand the customer’s needs
- Proactive in initiating tasks independently and effectively following instructions
- Flexible schedule to accommodate home visits based on clients' availability
- Our Mission
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, leave 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.
- 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.
- 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 .
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.
Estate Planning Consultant employer: Octopus Legacy
At Octopus Legacy, we pride ourselves on being an exceptional employer that values empathy and compassion in our work culture. Our Mobile Will & Estate Planning Consultants enjoy flexible working arrangements, comprehensive training, and opportunities for personal growth while making a meaningful impact in clients' lives across England. Join us to be part of a supportive team that prioritises your development and well-being as you help others navigate their estate planning needs.
StudySmarter Expert Advice🤫
We think this is how you could land Estate Planning Consultant
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Octopus Legacy. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Octopus Legacy.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Octopus Legacy. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Octopus Legacy and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Octopus Legacy how you can be a team player!
How to prepare for a job interview at Octopus Legacy
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Octopus Legacy.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Octopus Legacy's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
