Overview
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Base pay range
Will Writer£25,000 – £28,000 dependent on experience, plus excellent benefits (Work Level 6B). Remote, UK wide – or on site at our offices if preferred.
What you’ll do
In this role, you’ll manage estate planning cases end to end, including drafting and taking instructions on wills and related documents. You’ll communicate with clients remotely to provide outstanding service and case resolution, and gain exposure to a variety of cases within a supportive team.
Responsibilities
- Document and write wills of varying complexity; draft powers of attorney and other estate planning documentation with accurate, professional writing.
- Communicate with clients and external partners via phone and written correspondence throughout each case.
- Manage an incoming caseload and work with all parties involved toward successful completion of a case.
- Accurately maintain client records and correspondence on our systems, ensuring compliance and regulatory standards are met.
Qualifications
- Previous experience drafting wills and advising clients on estate planning matters.
- Some experience of managing cases.
- Ability to build positive relationships and a passion for providing outstanding customer service.
- High level of attention to detail.
- Ability to prioritise and manage your own caseload to deliver against targets.
Why Co-op?
Here you’ll do work that matters. We’re a commercial organisation with a purpose beyond profit, offering opportunities to help build a stronger Co-op and communities.
- 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 with service)
- Discounts on Co-op products and services
- Free support for your mental, physical and financial wellbeing
- Wagestream – access to a portion of your salary as you earn it
Building an inclusive work environment
We’re actively building diverse teams and welcome applications from everyone. We aim to provide equal opportunities and reflect the communities we serve. We can make reasonable adjustments in the recruitment process and are part of the Disability Confident scheme.
We’ll ask whether you’d like to be considered under the Disability Confident scheme when you apply. If you’re invited to participate in the recruitment process, we’ll ask if you need reasonable adjustments to enable your participation. More information about our recruitment process is available at jobs.coop.co.uk/apply-process and about our diversity and inclusion commitments at colleagues.coop.co.uk/diversity-inclusion-and-wellbeing.
Pre-employment checks
If successful, we will perform background checks as part of our pre-employment screening process, including an SRA check, credit checks and a DBS check. Please note Co-op does not offer visa sponsorship for this role.
Application process
As part of your application, you’ll need to complete an online assessment typically taking 45–60 minutes (current Co-op colleagues may be exempt).
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