Compliance Operations Lead

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Compliance Operations Lead

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Octopus Legacy .

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. 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. We’re assembling a team of top performers to build with us.

The RoleWe’re looking for a detail-oriented and experienced compliance operations lead to join our team. In this role, you’ll manage the compliance paralegals, ensure that our online wills are reviewed within SLA, reflect clients’ wishes whilst maintaining the highest levels of quality. You will also ensure LPAs are reviewed within strict timeframes, inform customers of any changes needed, and register these documents with the Office of Public Guardian. Finally, you’ll lead the team that ensures all wills sent for storage are accurately signed, and, if not, work with customers to rectify this as soon as possible. Your expertise will give our clients confidence that their estate planning documents are both accurate and effective. We need a manager who can handle high-volume workload, whilst maintaining the highest standards of quality and accuracy.

Key Responsibilities

Managing the compliance operations team, ensuring that all SLAs are met across online LPA production, online will reviewing, LPA in-house review and will verifications.

Work with legal ops and head of ops to continually review processes for compliance, while looking for ways to improve efficiency and reduce costs.

Review wills written using the online platform to ensure they meet legal and procedural requirements.

Review completed LPAs, work with customers to ensure they have been accurately finalised and register them with the Office of Public Guardian on behalf of clients.

Draft LPAs for our online-only customers.

Review wills sent back to storage to confirm they have been signed and witnessed correctly, updating customers directly and following up if any action is required.

Flag legal risks or unusual circumstances for solicitor review.

Ensure all document return requests are verified with correct ID and completed within SLA.

Work with legal to continually review processes and audit teams’ work to ensure compliance and accuracy.

Who Are You?

You have 1+ years of experience managing a team of paralegals or compliance teams, in a corporate or startup environment (preferred).

You have knowledge of Wills, Probate and Lasting Power of Attorney (preferred).

You can handle high-volume workloads while maintaining exceptional attention to detail.

Strong written communication skills, with the ability to simplify complex legal language.

Ability to manage multiple tasks efficiently and meet deadlines.

Commitment to client confidentiality and data protection.

Strong verbal communication skills and willingness and patience with clients.

Flexible - you may need to extend beyond typical job duties, especially during peak times during campaigns.

Strong organisational skills and time management - there will be times of high volume!

Our MissionWhen 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

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 and Life Insurance.

Enhanced parental leave.

Free Will and 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.

Dog friendly office.

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 ..... full job details .....