The Company

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 (you may have heard of some of our sister companies…) and we have a mission.

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.

But we can't do it alone, and that's why we're assembling a team of top performers to build with us.

Ready to be part of something big?

The Role

As a Probate Team Manager, you'll lead a team of 8-10 Probate Case Managers based in our London office, reporting to our Senior Operations Manager - making sure every family we support gets an estate administered properly, on time, and with real care.

This is a London-based role, with 3 days a week in our London office (Tuesday to Thursday).

This is a dedicated leadership role with no caseload of your own. Your focus is getting the best out of your team: allocating cases, supervising files, coaching people to grow, and making sure work moves at pace without cutting corners.

You'll work across Octopus Legacy and our SRA-regulated subsidiary, Octopus Legal Services, so you'll be the person who keeps quality, compliance and customer experience pulling in the same direction.

We want to be honest - it won't always be easy. Your team will be supporting people through one of the hardest times of their lives, and caseloads can be heavy. It takes a calm head, sound legal judgement, and the confidence to have difficult conversations with clients and with your team.

But if you want to build something rather than just maintain it, this is the moment. Our probate business is growing fast, and you'll help shape how we work, what good looks like, and how we use technology to take the admin out of the job so people can focus on families.

Our values are simple: Customer-First. Work hard. Stay optimistic.

Key Responsibilities

Lead, motivate and develop a team of Probate Case Managers, with regular 1:1s, clear goals and honest feedback.
Allocate new cases based on complexity, experience and capacity, so workloads stay balanced and every case is in the right hands.
Supervise your team's files in line with SRA requirements and our internal procedures, carrying out regular file reviews and signing off work where required.
Own complaints for your team - investigating, responding and resolving them fairly, in line with our complaints procedure and regulatory timescales, and using what we learn to fix the root cause.
Track team performance against KPIs and SLAs, using MI to spot cases that are stalling and help the team clear blockers.
Act as the escalation point for complex technical issues and difficult client situations, resolving them fairly and quickly.
Make sure the team meets regulatory, compliance and data protection requirements, escalating to Compliance where appropriate.
Recruit, onboard and train new team members, and help build a strong pipeline of future case managers.
Spot what's slowing us down and work with Product, Operations and Tech to improve our processes, systems and customer experience.
Report on team performance to the Senior Operations Manager.

Who Are You?

A qualified Solicitor, Chartered Legal Executive (CILEx) or STEP practitioner, with solid experience in probate and estate administration.
Experienced in supervising, coaching or managing others in a legal environment - you know how to get the best out of people and aren't afraid of a difficult conversation.
Confident handling complex estates, technical issues and client complaints, and comfortable being the person others come to for answers.
Comfortable with targets and data - you can read MI, see where things are going wrong, and act before it becomes a problem.
Organised and detail-focused, able to juggle the needs of a busy team.
Customer-first, with the empathy and emotional intelligence to support bereaved families - and to help your team do the same.
Solutions-focused, curious about how things could work better, and excited by technology that makes the job easier.