Estate Planning Lawyer

Co-op; Stratford-upon-Avon; Hybrid; GBP 32,000 - 44,000; Full time

Job summary

A leading company in legal services is seeking an Estate Planning Lawyer to join their expanding technical team. The role involves managing complex cases, mentoring junior team members, and engaging with clients in a hybrid work setting. Competitive salary and excellent benefits package offered, with a focus on professional development.

Benefits

Pension with up to 10% employer contributions

Annual incentive scheme

28 days holiday plus bank holidays

Wagestream - a money management app

Coaching and training support

Discounts on Co-op products and services

Qualifications

• Qualified in estate planning with a good understanding of tax systems in England & Wales.
• Ability to draft complex legal documents.
• Experience engaging with clients primarily by telephone and email.

Responsibilities

• Manage a caseload of complex Estate Planning cases including Wills, Trusts, and LPAs.
• Use case management systems to record information accurately.
• Mentor junior members while working with collaborative team support.

Skills

Attention to detail

Client-focused approach

Initiative

Education

Qualified solicitor or chartered legal executive, CILEX, or TEP qualification

Job description

Join or sign in to find your next job

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

4 days ago Be among the first 25 applicants

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

This range is provided by Co-op. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Estate Planning Solicitor
£32,000-£44,000 plus excellent benefits (Work level 6A)
Full time, 37.5 hours
We're 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. Visit colleagues.coop.co.uk/hybrid-working-policy for more information.

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-focussed 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?

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.

If you have a disability, we can make reasonable adjustments to our recruitment process according to your needs. We're also part of the Disability Confident scheme, meaning we'll always offer an interview to disabled candidates who apply through the scheme if they 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 for any of our jobs, we'll ask you if you need any reasonable adjustments to enable you to participate.

You can find out more about our recruitment process at jobs.coop.co.uk/apply-process.

You can find out more about the Disability Confident scheme and all our commitments to diversity and inclusion at colleagues.coop.co.uk/diversity-inclusion-and-wellbeing.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Law Practice and Legal Services

Referrals increase your chances of interviewing at Co-op by 2x

Sign in to set job alerts for “Lawyer” roles.

West Midlands, England, United Kingdom 1 week ago

Birmingham, England, United Kingdom 2 weeks ago

Warwick, England, United Kingdom 4 days ago

Criminal / Litigation Legal Counsel - West Midlands

West Midlands, England, United Kingdom 21 hours ago

Mid-Level Data Protection/Privacy Lawyer

Birmingham, England, United Kingdom 2 days ago

West Midlands, England, United Kingdom 2 weeks ago

Privacy/Commercial Counsel - £150k (fully remote)

West Midlands, England, United Kingdom 4 weeks ago

West Midlands, England, United Kingdom 1 week ago

Birmingham, England, United Kingdom 2 days ago

In House Commercial Legal Counsel (2-4 PQE) Birmingham

Birmingham, England, United Kingdom 2 weeks ago

Banbury, England, United Kingdom 2 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.