Responsibilities
- Define and deliver a clear short and long-term strategy for the Estate Planning business that directly supports Octopus Legacy’s broader ambition and growth plans.
- Oversee all aspects of the business unit, including revenue, service delivery, and operations.
- Take full ownership of commercial and operational performance, translating strategy into clear KPIs, measurable outcomes, and disciplined execution across teams.
- Partner with Marketing and New Business to drive viral growth, strengthen the brand, and scale lead generation and conversion.
- Partner with Product and Technology to prioritise and accelerate initiatives that improve systems, tooling, and workflows, driving operational efficiency and scalability. Build a best-in-class technology platform connecting our products and customers.
- Develop and manage financial resources, including budgeting, forecasting, and reporting to ensure sustainable growth and success.
- Take complex, ambiguous problems and opportunities from definition through to delivery, working ‘hands-on’ across teams to remove blockers, improve ways of working, and embed outcomes.
- Maintain rigorous compliance with all legal and regulatory requirements, embedding robust quality assurance and risk management processes.
- Build and maintain strong relationships with key internal and external stakeholders — including customers, partners and industry bodies — to strengthen our market position and reputation.
- Lead and strengthen our high-performance, customer-first culture during rapid scale (c.150 → 300 team size), reinforcing high standards of accountability, behaviour and results.
- Attract, recruit, develop and retain an exceptional team, building succession depth for critical roles.
- Anticipate market, regulatory and operational risks, and respond with structured, forward-looking action.
- Build the organisational scaffolding required for a scaling business unit — formal enough to ensure clarity and control, but lean enough to maintain momentum and entrepreneurial pace.
- Partner closely with the CEO, Board, and HoF team as a trusted senior operator, aligning Estate Planning priorities with company direction while helping to shape that direction.
Requirements
- Proven track record leading and scaling service-led businesses, bringing out strong performance in leaders while modelling accountability and high standards.
- Strong commercial acumen and financial fluency, including budgeting, forecasting and advanced Excel skills.
- High integrity and strong awareness of operating within regulated environments.
- Self-starting, with a strong sense of ownership and pace.
- Bias toward technology and automation as enablers of scale and efficiency.
- Strong product judgement with the ability to refine and expand service offerings.
- Operationally rigorous, data-driven and outcome-focused.
Nice to Have
- Comfortable leading change and driving clarity, pace and outcomes in ambiguous fast-paced environments.
- Approaches problems structurally - capable of stepping into issues when required, but focused on building systems that prevent recurrence.
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.
Work Arrangement
Hybrid
Team
Team size: c.150 → 300
Additional Information
- 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.
