Legal Administrator - Estate Planning

Co-op; Gloucester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A community-focused organization is seeking a Legal Administrator for estate planning in Bristol. This full-time role involves supporting case handlers, managing client communication, and requires strong organizational and communication skills. Benefits include a competitive salary, 28 days holiday, and a robust bonus scheme.

Benefits

Pension with up to 10% employer contributions

Annual incentive scheme

28 days holiday plus bank holidays

Discounts on products and services

Free support for wellbeing

Qualifications

• Previous administration experience preferred.
• Great communication skills and confidence in speaking with clients.
• Excellent organization skills and ability to prioritize workload.
• High level of attention to detail needed.

Responsibilities

• Support case handlers with client and third-party communications.
• Handle inbound calls and build positive relationships.
• Maintain a task list and schedule follow-ups.
• Complete ad-hoc requests and answer email queries.
• Support system or process changes.

Skills

Administration experience

Communication skills

Organizational skills

Attention to detail

Job description

Overview

Legal Administrator - Estate Planning
£24,570 plus excellent benefits including annual bonus, 28 days holiday (plus bank holidays), and discounts (Work Level 6C)

Full time, 37.5 hours, Monday-Friday

Bristol, BS32 4SD – office based

What you’ll do

• support the case handlers with a variety of client and third-party communications and administrative work
• taking a number of inbound calls building positive relationships and dealing with any issues which may arise
• work effectively from a task list, making sure that the task list is well maintained, scheduling follow-up tasks with both third parties and internal partners
• complete a variety of ad-hoc requests to meet the needs of the team which may include talking with customers and or third parties on the telephone
• answer email queries via a shared inbox
• support the development and implementation of any system or process changes

This role would suit people who have

• some previous administration experience
• great communication skills with the confidence to speak to clients on the phone
• excellent organisation skills with the ability to prioritise a varied workload
• a high level of attention to detail

Why Co-op?

Here you’ll do work that matters. We’re a commercial organisation with a purpose beyond profit, you’ll have an opportunity to help us build a stronger Co-op and stronger communities. You’ll also get a package that includes:

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

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.

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.

As part of your application, you\'ll need to complete an online assessment. This assessment typically takes between 45-60 minutes. If you\'re a current Co-op colleague, this does not need to be completed.