Wills and Estate Planning Paralegal

Co-op; Lincoln; Ibrido; GBP 25.000 - 28.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary

Coaching and training

Pension with up to 10% employer"s

Annual incentive scheme

28 days holiday + bank holidays (32)

Discounts on Co-op products and ser v

Wellbeing support

Descrizione del lavoro

Co-op Legal Services seeks a Will Writer to draft wills and related documents for a diverse client base. The role allows remote UK-wide work or on-site office presence, with a salary of £25,000 to £28,000 depending on experience and excellent benefits.

The successful candidate will handle estate planning matters, manage a varied caseload, and deliver high-quality client service. Training and progression opportunities are available within a supportive team.

Competenze

• Previous experience of drafting wills and advising clients relating to estate planning matters
• Proven experience drafting wills across a range of complexities
• Proven experience managing cases and achieving billing/production targets
• Strong attention to detail and ability to prioritise caseloads
• Ability to build positive client relationships and provide outstanding service

Mansioni

• Document and write wills of various complexity, powers of attorney, and related documents
• Communicate with clients and external partners by phone and written communication
• Manage an incoming caseload and work with parties towards successful completion of cases
• Maintain client records and correspondence in our systems, ensuring compliance and regulatory standards

Conoscenze

Will drafting

Estate planning

Attention to detail

Client communication

Strumenti

Case management systems

Descrizione del lavoro

Will Writer

£25,000 to £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 pro-actively engage with clients and manage their estate planning cases, whilst 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

What you’ll bring

We’re committed to making our roles as accessible as possible, so we only ask for the minimum criteria. To thrive here, you’ll need to bring:

• Previous experience of drafting wills and advising clients relating to estate planning matters, as well as taking client instructions
• Proven experience of drafting wills across a range of complexities, including more technically complex estate planning matters
• Proven experience of managing cases of varying complexities and achieving billing and productivity targets
• 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

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

A place you’ll belong

We’re building diverse and inclusive teams that reflect the communities we serve. We welcome applications from everyone and are committed to creating a workplace where colleagues can feel like they belong, supported by our inclusive policies and the ways we work. We’re proud to be part of the Disability Confident scheme and offer interviews to disabled candidates who meet the minimum criteria for a job. If you need any adjustments during the recruitment process, we’ll support you. Learn more about our recruitment process at jobs.coop.co.uk/apply-process and our inclusion commitments at jobs.coop.co.uk/diversity-inclusion. 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.