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As a co-operative, we do business differently. We believe in working together to serve Western Canadians, delivering profits back to our communities and investing in sustainable growth. To learn more about who we are and what we offer, visit www.fcl.crs . FCL embraces diversity and inclusion. We’re working to create a workforce that is as diverse as the communities we serve and an environment where every team member brings their whole self to work. We believe all candidates should feel at home with us and be given the opportunity to fully participate during the recruitment process.
Wills Case Supervision Lawyer
Location
United Kingdom
Posted
26 days ago
Salary
£33K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Wills Case Supervision Lawyer
Co-op
Role Description 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. 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. - 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. Qualifications - 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. Benefits - 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. Company Description 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. 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.
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