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- Tasks: Conduct home visits to help clients draft wills and understand estate planning.
- Company: Join Octopus Legacy, a fast-growing tech company transforming the estate planning industry.
- Benefits: Enjoy flexible holidays, health insurance, discounts, and support for entrepreneurial ventures.
- Why this job: Be part of a mission-driven team that makes a real difference in people's lives.
- Qualifications: Must have a valid UK driving licence, knowledge of wills, and excellent communication skills.
- Other info: Work remotely with opportunities to connect at the London HQ.
The predicted salary is between 28800 - 43200 £ per year.
5 days ago Be among the first 25 applicants
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 licence 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 following instructions effectively
- 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.
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Estate Planning Consultant employer: Octopus Legacy
Contact Detail:
Octopus Legacy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Consultant
✨Tip Number 1
Familiarise yourself with Octopus Legacy's mission and values. Understanding their approach to estate planning and how they aim to transform the industry will help you align your conversation during interviews, showcasing your enthusiasm for their vision.
✨Tip Number 2
Network with current employees or reach out to the Head of People on LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations, which you can leverage in your discussions.
✨Tip Number 3
Prepare to discuss specific scenarios where you've demonstrated empathy and effective communication. As an Estate Planning Consultant, these skills are crucial, so having real-life examples ready will help you stand out during the interview process.
✨Tip Number 4
Stay updated on the latest trends and legal changes in estate planning. Being knowledgeable about current laws and best practices will not only impress your interviewers but also show your commitment to providing exceptional service to clients.
We think you need these skills to ace Estate Planning Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Estate Planning Consultant. Familiarise yourself with the legal aspects of wills and trusts, as well as the compassionate approach required for client interactions.
Tailor Your CV: Highlight relevant experience in estate planning or similar fields in your CV. Emphasise skills such as empathy, communication, and any previous roles that involved client consultations or legal documentation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients through sensitive processes. Mention your understanding of Octopus Legacy’s mission and how your values align with theirs. Be sure to include specific examples of your experience.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Octopus Legacy
✨Understand the Company’s Mission
Before your interview, take some time to really understand Octopus Legacy's mission and values. They focus on transforming the estate planning process into something more human and meaningful. Showing that you resonate with this mission can set you apart from other candidates.
✨Demonstrate Empathy and Communication Skills
As an Estate Planning Consultant, you'll be dealing with sensitive topics. Prepare to showcase your empathy and communication skills during the interview. Think of examples where you've successfully navigated difficult conversations or provided support to clients in challenging situations.
✨Familiarise Yourself with Legal Aspects
Make sure you brush up on the legalities surrounding wills, trusts, and lasting powers of attorney. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the role. Consider preparing a few questions about current estate planning laws to show your proactive approach.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and how you would handle specific client situations. Think through potential scenarios you might face as an Estate Planning Consultant and how you would address them, focusing on client needs and legal compliance.
