Wills Case Supervision Lawyer

JR United Kingdom; London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A prominent legal services provider in London is seeking a Wills Case Supervision Lawyer for their estate planning team. This unique role emphasizes quality assurance without chargeable hours, allowing for better work-life balance. Successful candidates should have strong technical expertise in estate planning and excellent communication skills. Benefits include ongoing training, pension contributions, and generous holiday entitlement.

Benefits

Ongoing coaching and development support

Pension with up to 10% employer contributions

Participation in annual incentive scheme

28 days’ holiday plus bank holidays

Discounts on in-store products and services

Access to money management app

Qualifications

• Qualified as a solicitor, CILEX, or STEP practitioner (or possess equivalent experience).
• Strong technical expertise in estate planning.
• Experience in tax planning related to lifetime planning.

Responsibilities

• Support quality and active progression of files.
• Review Wills, Trusts, and LPA documentation for accuracy.
• Provide feedback to meet clients' estate planning goals.
• Ensure compliance through quality assurance processes.

Skills

Technical expertise in estate planning

Strong team-working skills

Excellent communication skills

Attention to detail

Education

Qualified lawyer, CILEX, or STEP practitioner

Job description

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Our client, one of the UK’s largest legal services providers, is seeking a Wills Case Supervision Lawyer to join their estate planning team.

This is a unique opportunity for a technically skilled estate planning professional to take on a fee-earning role, focused on quality assurance and team development.

In this position, the successful candidate will contribute to the ongoing development of the estate planning service, promoting excellence across the team by ensuring that Wills, Trusts, and Lasting Power of Attorney (LPA) documentation is both legally and technically accurate. They will work collaboratively with colleagues, providing support, answering queries, and responding to ad-hoc requests as needed.

There are no chargeable hours or billable targets in this role, making it an ideal opportunity for a technically proficient estate planning professional seeking a better work-life balance in an ethical and forward-thinking legal business.

Key Responsibilities

A successful candidate will:

• Work alongside an experienced team of solicitors and technical professionals to support quality and the active progression of files
• Operate in a role with no chargeable hours or billing targets, allowing complete focus on quality assurance
• Review Wills, Trusts, and LPA documentation to ensure legal and technical accuracy in line with clients’ instructions
• Provide constructive feedback and suggest necessary changes to help meet clients’ estate planning goals
• Liaise closely with the estate planning team throughout each case, offering guidance and technical support
• Ensure compliance and regulatory standards are consistently met through diligent quality assurance processes

This role would suit individuals who have:

• Qualified as a solicitor, CILEX, or STEP practitioner (or possess equivalent experience)
• Strong technical expertise in estate planning, particularly in legal drafting and will writing
• Experience in tax planning as it relates to lifetime planning
• A high level of accuracy and attention to detail
• Strong team-working skills and the ability to build constructive relationships across a range of colleagues
• Excellent written and verbal communication skills

What’s on Offer

This is a chance to do meaningful work within a purpose-driven commercial organisation. In return, the successful candidate will benefit from:

• Ongoing coaching, training, and development support
• A pension with up to 10% employer contributions
• Participation in an annual incentive scheme
• 28 days’ holiday plus bank holidays, rising to 32 days with service
• Discounts on in-store products and services
• Access to Wagestream – a money management app offering early access to earned pay