[Hiring] Wills and Estate Planning Paralegal @Co-op

Role Description

We're looking for Will Writers and experienced estate planning paralegals to join our team. At Co-op Legal Services we're passionate about developing our colleagues. We offer internal trainee solicitor programmes with a bias towards estate planning as well as plenty of opportunities for progression. You'll gain exposure to a variety of cases, allowing you to build on your knowledge within a supportive team. So if you have the skills we need, we can offer you the exciting opportunity to build a rewarding career with us.

Why this job matters: You’ll play a key part in helping people plan for the future. From start to finish, you’ll pro-actively engage with clients and manage their estate planning cases, whilst taking the time to understand each client’s needs and draft wills and other important documents with care. You’ll be there to offer support and guidance remotely, providing the best service to our clients.

What you’ll do

• Document and write wills of various complexity, write powers of attorney and other estate planning documentation, making sure all paperwork is accurate and professionally written
• Communicate with clients and external partners via the phone and written communication throughout each case
• Manage an incoming case load and work with those parties involved towards the successful completion of a case
• Accurately maintain client records and correspondence on our systems, making sure that all compliance and regulatory standards are met

Qualifications

• Previous experience of drafting wills and advising clients relating to estate planning matters, as well as taking client instructions
• Proven experience of drafting wills across a range of complexities, including more technically complex estate planning matters
• Proven experience of managing cases of varying complexities and achieving billing and productivity targets
• The ability to build positive relationships and a passion for providing outstanding customer service
• A high level of attention to detail
• The ability to prioritise and manage your own caseload

Benefits

• 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
• Free support for your mental, physical, and financial wellbeing

Company Description

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.

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.