Estate Planning Lawyer

Co-op Group; Stratford-upon-Avon; On-site; GBP 32,000 - 44,000; Full time

Job summary

A leading legal services provider is seeking an Estate Planning Solicitor to manage complex cases including Wills and Trusts. You will work in a hybrid model, engaging with clients primarily through phone and email. Ideal candidates are qualified solicitors with a strong focus on client satisfaction and the ability to work in a collaborative environment. This role offers a competitive salary and excellent benefits including training and a pension scheme.

Benefits

Coaching and training

Pension with up to 10% employer contributions

Annual incentive scheme

28 days holiday plus bank holidays

Discounts on products and services

Qualifications

• Qualified as a solicitor or chartered legal executive, with a background in estate planning.
• Knowledge of tax systems within England & Wales.
• Ability to draft documents effectively.

Responsibilities

• Own a caseload of complex estate planning cases including Wills, Trusts, and LPAs.
• Engage with clients mainly by telephone and email.
• Mentor more junior members of the team.

Skills

Attention to detail

Client-focused approach

Understanding of tax systems

Education

Solicitor or chartered legal executive qualification

CILEX or TEP qualification

Job description

Overview

Estate Planning Solicitor — £32,000-£44,000 plus excellent benefits (Work level 6A). Full time, 37.5 hours. We are now 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, please view our hybrid-working policy.

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

Qualifications and experience

• 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?

Here you’ll do work that matters. Co-op is an organisation with a purpose beyond profit, and by contributing to our success you’ll help us to realise our vision of co-operating for a fairer world. You’ll also get a package that includes:

• 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 actively building diverse teams and we welcome applications from everyone. We want to build inclusive work environments, where our colleagues have equal opportunities to reach their full potential. We celebrate our differences, and recognise the importance of our teams reflecting the communities they serve. We’ll make reasonable adjustments to our recruitment process for candidates with a disability. We are part of the Disability Confident scheme, and we’ll offer an interview to disabled candidates who meet the minimum criteria for a job. We’ll ask whether you’d like to be considered under the Disability Confident scheme when you apply. If we invite you to take part in the recruitment process, we’ll ask if you need any reasonable adjustments to participate. You can find out more about our recruitment process at jobs.coop.co.uk/apply-process and more about our diversity and inclusion commitments at colleagues.coop.co.uk/diversity-inclusion-and-wellbeing.

Pre-employment checks

If you’re successful in your application, we’ll perform some background checks as part of our pre-employment screening process. These will include an SRA check, credit checks, and a DBS (disclosure and barring service) check. Please note Co-op does not offer visa sponsorship for this role.