Wills Case Supervision Lawyer

Co-op; Bishop's Castle; Hybrid; GBP 80,000 - 100,000; Part time

Job summary

A community-focused legal service provider is seeking a Wills Case Supervision Manager. This role offers flexible hours, with the option for remote work. As part of the estate planning team, you will ensure document accuracy and provide technical support. Ideal candidates will have strong estate planning skills and experience without billable targets. A supportive work environment with excellent benefits is provided.

Benefits

Coaching and training support

Pension with up to 10% employer contributions

Annual incentive scheme

28 days holiday plus bank holidays

Discounts on Co-op products and services

Wagestream - early access to earned pay

Qualifications

• Experience with tax planning related to lifetime planning.
• Ability to build positive relationships with colleagues.

Responsibilities

• Work alongside solicitors and technical professionals.
• Review Wills, Trusts, and Lasting Powers of Attorney documents.
• Provide quality assurance to meet compliance standards.

Skills

Technical estate planning skills

Wills writing experience

Accuracy and attention to detail

Strong communication skills

Team-working skills

Education

Qualified solicitor / CILEX / STEP or equivalent experience

Job description

Wills Case Supervision Manager
Starting from £33,000 plus excellent benefits and no billable targets (Work Level 6A).
Flexible hours, part time minimum 22.5 hours or full time 37.5 hours available
Remote, or on site at our offices if preferred

We’re looking for a private client supervision manager to join our estate planning team at Co-op Legal Services. There’s no billable targets or chargeable hours within this role, so if you have the technical estate planning and will writing skills we’re looking for, we can offer you the opportunity to improve your work-life balance in an innovative and ethical legal business.

Why this job matters

In this role you’ll help us to continually develop our services and promote excellence across the team by making sure that Wills, Trusts and Lasting Power of Attorney documentation is accurate both legally and technically. You’ll build relationships with the wider team, answering queries and supporting with ad-hoc requests to make sure our clients have the best service possible.

What you’ll do

• work alongside an established team of experienced solicitors and technical professionals, supporting the quality and active progression of files
• no fee earning or chargeable hour targets are applicable for this role ensuring a focus on quality assurance
• review the preparation of wills, trusts, and Lasting Powers of Attorney (LPA); making sure all documentation is legally and technically accurate and in keeping with client’s instructions
• feed-back on those necessary changes that may be required to meet that client’s estate planning objectives
• liaise closely with colleagues in the estate planning team throughout cases, providing feedback and technical support where required
• provide quality assurance to make sure all compliance and regulatory standards and processes are consistently met

This role would suit people who have

• qualified as a solicitor / CILEX / STEP or with equivalent experience
• strong technical knowledge in estate planning with solid legal and wills writing experience
• experience with tax planning in the context of and incidental to a person’s lifetime planning
• a high level of accuracy and attention to detail
• great team-working skills with the ability to build positive relationships with a range of colleagues
• strong written and verbal communications skills

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:

• 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 pay 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.