or apply directly on Octopus Legacy's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 26 days Octopus Legacy's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- No 0% of Octopus Legacy's roles list one
- Ghost-job risk at Octopus Legacy
- high 20 stale, 1 reposted of 26 open
- Hiring momentum
- 29 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Octopus Legacy's own greenhouse board since 2026-08-03. Full hiring picture for Octopus Legacy.
About this role
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
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Octopus Legacy as an employer.
What you need
- 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 you get
- 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
Worth weighing
- Remote work with home visits required
- Travel required within local area
- Role involves sensitive discussions around death and estate planning
Summarised from Octopus Legacy's posting. Read the full original.
Listed by Octopus Legacy on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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