Client Accounts & Compliance Lead — Build Finance Function
Role Description & Overview
Octopus Legacy, the estate planning arm of Octopus Group, seeks a Finance lead to build and own the matter ledger and compliance functions. You will embed SRA rule compliance, manage client and office accounts, and drive the migration to a new case management platform, working with product and engineering.
You will partner with the COFA, set up breach identification, and build a scalable finance function in a changing regulatory environment.
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Key Details
- Date Posted: 26 Oct 2026
- Location: west of england
- Employment: Permanent
- Workplace: Hybrid
- Specialism: Finance, Management & Operations
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Octopus Legacy Limited
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