Will Writer

Co-op Group; Manchester; On-site; GBP 25,000 - 28,000; Full time

Job summary

A leading community-focused organization is seeking a Will Writer to manage estate planning cases. You will draft wills and other documents, ensuring compliance and accuracy while communicating effectively with clients. This role offers remote work options, a competitive salary, and comprehensive benefits including a pension scheme and professional development opportunities.

Benefits

Competitive salary

Pension scheme with employer contributions

Training and development opportunities

28 days holiday plus bank holidays

Wellbeing support services

Access to a money management app

Qualifications

• Experience in drafting wills and advising on estate planning.
• Ability to manage a caseload and meet targets.
• Strong communication skills with clients and partners.

Responsibilities

• Draft and write wills and associated documents accurately.
• Communicate with clients via phone and written methods.
• Manage active caseload with successful completion.

Skills

Drafting wills

Client communication

Attention to detail

Case management

Customer service

Job description

Overview

Will Writer — £25,000 - £28,000 dependent on experience, plus excellent benefits (Work Level 6B). Remote, UK wide - or on site at our offices if preferred.

We\'re looking for will writers and experienced estate planning paralegals to join our team at Co-op Legal Services. In this role, you\'ll manage estate planning cases end to end, including drafting and taking instructions on a variety of wills and associated documents. You\'ll communicate with clients remotely to provide an outstanding service and case resolution, and gain exposure to a range of cases within a supportive team.

What you\'ll do

• document and write wills of various complexity, write powers of attorney and other estate planning documentation, ensuring all paperwork is accurate and professionally written
• communicate with clients and external partners via phone and written communication throughout each case
• manage an incoming caseload and work with involved parties toward successful completion of each case
• accurately maintain client records and correspondence on our systems, ensuring compliance and regulatory standards are met

This role would suit people who have

• previous experience of drafting wills and advising clients relating to estate planning matters
• some experience of managing cases
• the ability to build positive relationships and a passion for providing outstanding customer service
• a high level of attention to detail
• the ability to prioritise and manage your own caseload to deliver against targets

Why Co-op?

Here you\'ll do work that matters. We\'re a commercial organisation with a purpose beyond profit, and 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
• free support for your mental, physical, and financial wellbeing
• Wagestream - a money management app that gives you access to a percentage of your salary as you earn it

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.

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.