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 ensuring that Wills, Trusts and Lasting Power of Attorney documentation is accurate both legally and technically. You’ll build relationships with the wider team, answer queries, and support ad‑hoc requests to make sure our clients receive 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.
- Focus on quality assurance, with no fee‑earning or chargeable hour targets applicable to this role.
- Review the preparation of wills, trusts, and Lasting Powers of Attorney (LPA); ensuring all documentation is legally and technically accurate and in keeping with client instructions.
- Provide feed‑back on necessary changes to meet the 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 ensure all compliance and regulatory standards and processes are consistently met.
This role would suit people who have
- Qualified as a solicitor, CILEX, STEP or 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 communication skills.
Why Co‑op?
- Co‑op is owned by its members, creating a purpose‑driven workplace where you can thrive.
- Coaching, training and support to help you develop.
- Pension with up to 10% employer contributions.
- Annual incentive scheme.
- 28 days holiday plus bank holidays (increasing 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 feel they belong, supported by our inclusive policies and the ways we work. We are 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.
#J-18808-Ljbffr…