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- Tasks: Manage complex estate planning cases, including Wills and Trusts, with a client-focused approach.
- Company: Join Co-op Legal Services, a purpose-driven organisation committed to fairness and innovation.
- Benefits: Enjoy hybrid working, 28 days holiday, pension contributions, and discounts on Co-op products.
- Why this job: Be part of a growing team with opportunities for progression and a focus on client experience.
- Qualifications: Qualified solicitor or legal executive with estate planning experience and strong attention to detail.
- Other info: Co-op values diversity and offers reasonable adjustments for applicants with disabilities.
The predicted salary is between 28000 - 38000 £ per year.
We're looking for estate planning solicitors to join our technical Estate Planning team within Co-op Legal Services. At Co-op Legal Services we do things differently, whether that's continuously innovating our technology to support your delivery or our tailored internal progression framework to support your development. We're committed to providing an exceptional client experience and the opportunity to build a rewarding career with us.
In this role you'll manage estate planning cases end to end with a client-focussed approach to targets. You won't need to bring a following of clients with you as we will source new work for you. We've doubled our Estate Planning team within the past few years, and as we continue to grow, there will be plenty of opportunity for progression.
What you'll do:
- Own caseload of complex Estate Planning cases to include Wills, Trusts and LPAs
- Use our case management system to make sure information is recorded accurately
- Engage with clients mainly by telephone and email
- Work collaboratively with expert support from the team to continually develop your legal skills; administrative support will also be provided at certain case levels
- Use your legal knowledge to mentor more junior members of the team
This role would suit people who have:
- Qualified as a solicitor or chartered legal executive, CILEX, or TEP qualification, with a background in estate planning
- Knowledge of tax systems within England & Wales
- Strong attention to detail and the ability to draft documents
- The ability to use your initiative and effectively prioritise your work
- A client-focused approach with the ability to build positive relationships in a remote setting
Why Co-op?
Here you'll do work that matters. Co-op is an organisation with a purpose beyond profit, and by contributing to our success you'll help us to realise our vision of co-operating for a fairer world. You'll also get a package that includes:
- Coaching, training and support to help you develop
- Pension with up to 10% employer contributions
- Annual incentive scheme
- Wagestream - a money management app that gives you access to a percentage of your pay as you earn it
- 28 days holiday (rising to 32 in line with service) plus bank holidays
- Discounts on Co-op products and services
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.
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.
Estate Planning Lawyer employer: Co-op
Contact Detail:
Co-op Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Estate Planning Lawyer
✨Tip Number 1
Familiarise yourself with Co-op's values and mission. Understanding their commitment to a fairer world will help you align your responses during interviews, showcasing how your personal values resonate with theirs.
✨Tip Number 2
Network with current or former employees of Co-op Legal Services. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial when discussing your fit for the role.
✨Tip Number 3
Prepare to discuss your experience with estate planning cases in detail. Be ready to share specific examples of how you've managed complex cases, as this will demonstrate your capability and confidence in handling the responsibilities of the role.
✨Tip Number 4
Highlight your ability to work collaboratively in a hybrid environment. Since the role involves remote communication, emphasising your skills in building relationships and managing client interactions through digital means will set you apart.
We think you need these skills to ace Estate Planning Lawyer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a solicitor or chartered legal executive, along with any relevant experience in estate planning. Emphasise your knowledge of tax systems within England & Wales and your ability to draft documents.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-focused approach and your ability to build positive relationships, especially in a remote setting. Mention your enthusiasm for working with Co-op Legal Services and how you align with their values.
Highlight Relevant Skills: In your application, clearly outline your strong attention to detail, initiative, and prioritisation skills. Provide examples of how you've successfully managed complex cases in the past.
Showcase Your Commitment to Diversity: Since Co-op values diversity and inclusion, mention any experiences or initiatives you've been involved in that demonstrate your commitment to building inclusive environments. This can set you apart from other candidates.
How to prepare for a job interview at Co-op
✨Know Your Estate Planning Basics
Make sure you brush up on your knowledge of Wills, Trusts, and LPAs. Be prepared to discuss how these elements work together in estate planning and demonstrate your understanding of the tax systems within England & Wales.
✨Showcase Your Client-Focused Approach
Since this role emphasises a client-focussed approach, think of examples from your past experiences where you successfully built relationships with clients. Highlight your communication skills, especially in remote settings, as this is crucial for the position.
✨Demonstrate Attention to Detail
Prepare to discuss how you ensure accuracy in your work, particularly when drafting documents. You might be asked about specific instances where your attention to detail made a significant difference in a case.
✨Be Ready to Discuss Team Collaboration
This role involves working collaboratively with a team, so be prepared to share examples of how you've worked effectively with others in the past. Emphasise your ability to mentor junior members and how you can contribute to a supportive team environment.
