The posting
The Company
We're Octopus Legacy: the estate planning arm of Octopus Group, one of the UK's most trusted financial services brands, and part of a mission to change how people plan for death and support each other after loss.
Our legal services arm, Octopus Legal Services Limited, is SRA regulated and growing fast: wills, LPAs, trusts, probate and Court of Protection work for thousands of families, including around 1,200 active probate matters since our acquisition of NewLaw's private client business.
This role is the key hire into our new client accounts and compliance team, and the hands-on engine room of how client money moves through the business.
The Role
You'll own the day to day cash room: processing transactions, reconciling accounts, and making sure every pound of client money is exactly where it should be. Alongside that, you'll take on the frontline compliance checks that keep us right against the SRA Accounts Rules: transaction reviews, case audits and flagging anything that doesn't look right.
You'll report into our Client Accounts & Compliance Lead as part of a small, focused team. It's a lean setup by design, so you'll have real ownership of the ledger rather than a slice of it, with room to grow as the team scales.
You'll also be a key voice in our new case management platform build. Your day to day experience of the ledger and where issues tend to crop up will directly shape how the system is designed.
Key Responsibilities:
- Process daily client and office account transactions in line with SRA Accounts Rules
- Process BACS, Faster Payments, CHAPS and international payments via HSBCnet
- Manage receipts, payments, completion transactions and matter level ledger postings
- Process client to client, matter to matter, client to business and disbursement transfers
- Raise, post, distribute and bank cheques, and reconcile out of date cheques
- Calculate client interest in line with firm policy
- Run daily client account bank reconciliations, investigating and resolving discrepancies
- Carry out transaction reviews and case audits, flagging potential SRA Accounts Rules issues early
- Manage disbursement ledgers and flag discrepancies, including HMCTS, Land Registry and HMRC IHT
- Support fee earners with billing and bill transfers
- Work closely with the Client Accounts & Compliance Lead to keep the ledger audit ready at all times
- Feed practical, day to day cashiering and compliance insight into the case management platform build
Who Are You?
- Demonstrable legal cashiering experience in a UK law firm
- Strong working knowledge of the SRA Accounts Rules, with a genuine instinct for spotting compliance issues
- Confident processing payments across BACS, Faster Payments, CHAPS and international transfers
- Sharp attention to detail and comfortable owning a ledger end to end
- Calm under pressure, a self starter, comfortable in a small team without layers of process around you
- Bonus: probate, private client or trust accounting experience
- Bonus: experience with Proclaim, Actionstep or other legal case management systems
Why You'll Love It Here
- Join at the ground floor of a newly built client accounts team, not an established one you have to fit into
- Broader remit than a typical cashiering role: ledger and compliance in one seat
- Real scope to grow into a more senior or mentoring role as the team scales
- Backed by Octopus Group: financial strength, brand and stability
- Support for professional qualifications, case by case
Our Mission
Octopus Legacy is the place to plan for death and find support after loss. 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, leaving 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.
Estate Planning is delivered through Octopus Legal Services Limited, our SRA regulated legal entity. We offer a full estate planning service: will writing, lasting powers of attorney, trusts, probate and Court of Protection work. Following our acquisition of NewLaw's private client business, we now look after around 1,200 active probate matters alongside our growing book of will writing and estate planning clients. Our finance function sits at the heart of that: it's how we manage client money safely, stay right with the SRA, and give leadership what they need to grow the business responsibly.
Benefits:
- Octopus share incentive scheme. 27 days holiday + extra day off for your Birthday. Work from anywhere in the world for up to 4 weeks per year. 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. Dog friendly office. Breakfast every day, snacks and wellness activities.
