Wills Case Supervision Lawyer

Co-op Insurance; Remote; GBP 80,000 - 100,000; Part time

Job summary

A leading legal service provider in the United Kingdom is seeking a Wills Case Supervision Manager to enhance estate planning services. This role focuses on ensuring the accuracy of Wills and Trusts documentation and supports the quality assurance process without the pressure of billable targets. Candidates should have strong technical knowledge in estate planning, proven legal experience, and be able to communicate effectively within a diverse team. Join a company that values community and employee development through training, pension contributions, and additional benefits like holiday discounts.

Benefits

Coaching and training support

Up to 10% employer contributions to pension

Annual incentive scheme

28 days holiday plus bank holidays

Qualifications

• Qualified as a solicitor or with equivalent experience in estate planning.
• Strong technical knowledge in estate planning with solid legal experience.
• Experience with tax planning related to lifetime planning.

Responsibilities

• Support quality assurance and progression of files within the team.
• Review wills, trusts, and Lasting Powers of Attorney for accuracy.
• Provide feedback on necessary changes to meet client objectives.

Skills

Technical knowledge in estate planning

Legal writing experience

Tax planning experience

Attention to detail

Team-work skills

Strong communication skills

Education

Qualified as a solicitor / CILEX / STEP or equivalent

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

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.