Wills and Estate Planning Paralegal

Co-op; Bishop's Castle; Remote; GBP 25,000 - 28,000; Full time

Job summary

A leading legal services provider in the UK seeks a Will Writer to manage estate planning cases, draft wills, and provide outstanding client support. The ideal candidate will have experience in estate planning and a commitment to delivering high-quality service. This role offers a competitive salary and excellent benefits, including training and wellness support.

Benefits

Competitive salary

Pension with up to 10% employer contributions

28 days holiday plus bank holidays

Discounts on Co-op products

Access to mental and financial wellbeing support

Qualifications

• Previous experience of drafting wills and advising clients relating to estate planning matters.
• Some experience of managing cases.
• A high level of attention to detail.
• The ability to prioritise and manage your own caseload.

Responsibilities

• Document and write wills of various complexity and other estate planning documentation.
• Communicate with clients and external partners throughout each case.
• Manage an incoming case load towards successful completion.

Skills

Estate planning expertise

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 we're passionate about developing our colleagues. We offer internal trainee solicitor programmes with a bias towards estate planning as well as plenty of opportunities for progression. You\'ll gain exposure to a variety of cases, allowing you to build on your knowledge within a supportive team. So if you have the skills we need, we can offer you the exciting opportunity to build a rewarding career with us.

Why this job matters

You’ll play a key part in helping people plan for the future. From start to finish, you’ll manage estate planning cases, taking the time to understand each client’s needs and draft wills and other important documents with care. You’ll be there to offer support and guidance remotely, providing the best service to our clients.

What you’ll do

• document and write wills of various complexity, write powers of attorney and other estate planning documentation, making sure all paperwork is accurate and professionally written
• communicate with clients and external partners via the phone and written communication throughout each case
• manage an incoming case load and work with those parties involved towards the successful completion of a case
• accurately maintain client records and correspondence on our systems, making sure that all 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?

At Co-op, we’re owned by our members. And because we’re owned by you, we can do right by you. So when you join us, you’re not just taking a job, you’re joining a movement. We’re an organisation that puts people and communities first, and we’re powered by purpose. We want this to be a place where you can thrive, so you’ll also receive:

• 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 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.