Wills Case Supervision Lawyer

Co-op; United Kingdom; Hybrid; GBP 33,000 - 42,000; Full time

Job summary

Join Co-op as a Wills Case Supervision Manager, starting at £33,000, working with a skilled team to ensure high standards in estate planning. The role emphasizes quality assurance without billable targets, promoting a sustainable work-life balance with extensive benefits, including a competitive salary, pension contributions, and employee discounts.

Benefits

28 days holiday plus bank holidays

Competitive salary

Coaching and training support

Pension with up to 10% employer contributions

Annual incentive scheme

Discounts on Co-op products and services

Wagestream - access to pay as you earn

Qualifications

• Strong technical knowledge in estate planning.
• Experience with tax planning relevant to lifetime planning.
• High attention to detail and accuracy.

Responsibilities

• Support quality and progression of files in estate planning.
• Ensure compliance with regulatory standards.
• Review and provide feedback on wills, trusts, and LPAs.

Skills

Estate Planning

Wills Writing

Tax Planning

Teamwork

Communication Skills

Education

Qualified Solicitor / CILEX / STEP or equivalent experience

Job description

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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. 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.

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.

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?

Here you’ll do work that matters. We’re a commercial organisation with a purpose beyond profit, 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
• Wagestream - a money management app that gives you access to a percentage of your pay as you earn it