Estate Planning Solicitor

TN United Kingdom; Bristol; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking estate planning solicitors to join their innovative team. This role offers the chance to manage complex estate planning cases, including Wills and Trusts, while being supported by a collaborative environment. With a focus on client satisfaction and a commitment to professional development, this position is ideal for those looking to advance their legal careers. Enjoy a competitive salary, private healthcare, and a comprehensive benefits package, all while contributing to a meaningful mission of creating a fairer world. If you're ready to make a difference, this opportunity is for you.

Benefits

Private Healthcare

Coaching and Training

Pension with up to 10% employer contributions

Annual Incentive Scheme

Wagestream - money management app

28 days holiday plus bank holidays

Discounts on Co-op 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 is essential.

Responsibilities

• Manage a caseload of complex Estate Planning cases including Wills, Trusts, and LPAs.
• Engage with clients mainly by telephone and email.

Skills

Estate Planning

Client Relationship Management

Attention to Detail

Document Drafting

Tax Knowledge (England & Wales)

Education

Solicitor Qualification

Chartered Legal Executive

TEP Qualification

Tools

Case Management System

Job description

Social network you want to login/join with:

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

1. Own caseload of complex Estate Planning cases, including Wills, Trusts, and LPAs.
2. Use our case management system to ensure information is recorded accurately.
3. Engage with clients mainly by telephone and email.
4. Work collaboratively with expert support from the team to continually develop your legal skills; administrative support will also be provided at certain case levels.
5. 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, 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:

• Competitive salary
• Private healthcare
• 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