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

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

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.

Octopus

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