Probate Team Lead - London, 3 Days in Office

Octopus Legacy Limited; Greater London; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

27 days holiday + birthday day off

Work from anywhere in the world up to

Vitality Health & Life Insurance

Enhanced parental leave

Free Will & LPAs + discounts on Octop*

Job summary

Octopus Legacy is seeking a Probate Team Manager in London to lead a team of 8-10 Probate Case Managers. The role focuses on team performance, case allocation, coaching, and ensuring timely, compliant estate administration.

The position is London-based with three days in the office (Tue–Thu). You will work across Octopus Legacy and Octopus Legal Services, maintaining quality, compliance and customer experience in a challenging environment.

Qualifications

• Qualified solicitor, CILEx or STEP practitioner with probate/estate experience.
• Experience supervising or managing others in a legal environment.
• Comfortable handling complex estates, technical issues and client complaints.

Responsibilities

• Lead, motivate and develop a team of Probate Case Managers with regular feedback.
• Allocate cases by complexity and capacity to balance workloads.
• Supervise files to comply with SRA requirements and internal procedures.
• Own complaints handling and drive root-cause fixes while meeting timelines.
• Track performance against KPIs and SLAs using MI to remove blockers.
• Escalate complex issues and difficult client situations with fair resolution.
• Ensure regulatory, compliance and data protection standards are met.
• Recruit, onboard and train new team members and build a talent pipeline.
• Collaborate with Product, Operations and Tech to improve processes and client experience.
• Report team performance to the Senior Operations Manager.

Skills

Leadership

Coaching

Stakeholder management

Regulatory compliance

Education

Solicitor qualification

CILEx qualification

STEP practitioner

Job description

Octopus Legacy is seeking a Probate Team Manager in London to lead a team of 8-10 Probate Case Managers. The role focuses on team performance, case allocation, coaching, and ensuring timely, compliant estate administration.

The position is London-based with three days in the office (Tue–Thu). You will work across Octopus Legacy and Octopus Legal Services, maintaining quality, compliance and customer experience in a challenging environment.