Estate Planning Lawyer

Co-op; Bristol; Hybrid; GBP 32,000 - 44,000; Full time

Benefits offered by this job

Coaching, training, and support

Pension with up to 10% employer contributions

Annual incentive scheme

Wagestream app access

28 days holiday plus bank holidays

Discounts on Co-op products and services

Job summary

A leading legal services provider in the UK is seeking an Estate Planning Lawyer to join their team in Bristol. You will manage complex estate planning cases from end to end, engage with clients primarily via telephone and email, and mentor junior team members. The ideal candidate should have experience in estate planning and possess a client-focused approach. This role offers a competitive salary, excellent benefits, and a hybrid working model.

Qualifications

• Experience in estate planning with knowledge of tax systems in England & Wales.
• Ability to manage complex estate planning cases.

Responsibilities

• Manage complex estate planning cases including wills, trusts, and LPAs.
• Record information accurately using the case management system.
• Engage with clients mainly by telephone and email.
• Mentor junior team members.

Skills

Attention to detail

Client-focused approach

Initiative

Legal drafting

Education

Qualified solicitor or chartered legal executive

CILEX or TEP qualification

Job description

Join to apply for the Estate Planning Lawyer role at Co-op

Base pay range: Estate Planning Solicitor £32,000-£44,000 plus excellent benefits (Work level 6A). Full time, 37.5 hours.

We’re working in a hybrid way, with colleagues dividing their time between home and any of our offices in Manchester, Sheffield, Bristol, or Stratford upon Avon. For more information, visit the hybrid working policy page.

We're looking for estate planning solicitors to join our technical Estate Planning team within Co-op Legal Services.

At Co-op Legal Services we do things differently, whether that's continuously innovating our technology to support your delivery or our tailored internal progression framework to support your development. We're committed to providing an exceptional client experience and the opportunity to build a rewarding career with us. In this role you'll manage estate planning cases end to end with a client‑focused approach to targets. You won't need to bring a following of clients with you as we will source new work for you. We've doubled our Estate Planning team within the past few years, and as we continue to grow, there will be plenty of opportunity for progression.

What you'll do

• own caseload of complex Estate Planning cases to include wills, trusts and LPAs
• use our case management system to make sure information is recorded accurately
• engage with clients mainly by telephone and email
• work collaboratively with expert support from the team to continually develop your legal skills, administrative support will also be provided at certain case levels
• use your legal knowledge to mentor more junior members of the team

This role would suit people who have

• qualified as a solicitor or chartered legal executive, CILEX, or TEP qualification, with a background in estate planning
• knowledge of tax systems within England & Wales;
• strong attention to detail and the ability to draft documents
• the ability to use your initiative and effectively prioritise your work
• a client‑focused approach with the ability to build positive relationships in a remote setting

Why Co-op?

• coaching, training and support to help you develop
• pension with up to 10% employer contributions
• annual incentive scheme
• Wagestream – a money management app that gives you access to a percentage of your pay as you earn it
• 28 days holiday (rising to 32 in line with service) plus bank holidays
• discounts on Co-op products and services

Building an inclusive work environment

We're building diverse and inclusive teams that reflect the communities we serve. We welcome applications from everyone and are committed to creating a workplace where colleagues can feel like they belong, supported by our inclusive policies and the ways we work.

We're proud to be part of the Disability Confident scheme and offer interviews to disabled candidates who meet the minimum criteria for a job. If you need any adjustments during the recruitment process, we’ll support you.

Learn more about our recruitment process and inclusion commitments at the links provided earlier.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Legal
• Law Practice and Legal Services