Job Details

• Salary: £34,000 to £48,000 dependent on experience
• Performance incentives: up to £15,600 per year, paid quarterly
• Location: Hybrid working between home and one day a week in the office, with options in Manchester City Centre, Bristol, Stratford-Upon-Avon, or Sheffield

Responsibilities

• Take ownership of a mixed caseload of family matters, undertaking active negotiation to get the best results for clients
• Use our case management system to record information accurately
• Meet individual and team chargeable time and profit cost targets
• Draft and audit legal documents and correspondence

Requirements

• Qualified as a solicitor or CILEX qualified, with experience in handling privately funded family law matters
• Strong experience with matrimonial finance cases
• Proven experience of working towards and meeting chargeable and billing targets
• Good general IT skills, including use of a case management system
• Excellent relationship-building skills, with the ability to work collaboratively with all types of people and provide excellent customer service
• High level of attention to detail and great organisational skills

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
• Quarterly bonus payments based on your billable hours

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The role involves:

• Owning a caseload of probate cases varying in complexity end to end, using a case management system and artificial intelligence tools
• Using our case management system to ensure accurate information recording
• Engaging with clients mainly by telephone and email
• Working collaboratively with expert support from the team to continually develop your legal skills
• Using your legal knowledge to mentor more junior members of the team

The ideal candidate will have:

• Qualified as a solicitor or legal executive in private practice (CILEX or STEP qualification), or equivalent experience in probate law
• Ability to use initiative and effectively prioritise and organise work in a fast-paced and high-volume environment
• Client-focused approach with the ability to build positive relationships in a remote setting

We offer:

• Annual bonus scheme (dependent on personal and business performance)
• Pension with up to 10% employer contributions
• 28 days holiday plus bank holidays (rising to 32 in line with service)
• Private healthcare (for certain roles)
• Wellbeing benefits to support physical, financial, and mental health
• Coaching, training, and support such as study leave, to help you develop skills and progress your career
• Discounts on Co-op products and services

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Responsibilities:

• Attend appointments generated by the company
• Gain referrals and self-generate at least 50% of new business
• Discuss the benefits of estate planning and legal services products including Wills, LPAs, Trusts and probate services
• Have the support of Co-op Legal Services to draft legal documents
• Deliver talks and seminars arranged by the company to community groups covering later life legal products and services
• Work closely with customers to identify needs and take accurate instructions to meet their needs
• Capture customers' instructions using our in-house Estate Planning Assistant software

Requirements:

• Proven estate planning or will writing experience trained to the standard of IPW or SWW or legally qualified through CILEX
• Excellent interpersonal skills with an empathetic nature and the ability to identify customer needs
• The ability to relay complex legal information in a way customers can understand
• Confidence when presenting and a natural flair for engaging an audience
• The ability to consult, influence and negotiate whilst showing enthusiasm for the product and services
• Practical IT literacy in a remote setting using Microsoft Office & ability to adapt to custom software
• A full UK drivers license with access to your own vehicle

Benefits:

• Uncapped commission-based earnings
• Flexibility to manage your own workload
• IT equipment provided

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Job Responsibilities:

• Draft wills, powers of attorney, and other estate planning documents with accuracy and professionalism.
• Communicate with clients and external partners via phone and written communication throughout each case.
• Manage an incoming case load, working with relevant parties to ensure successful case completion.
• Maintain accurate client records and correspondence on our systems, adhering to compliance and regulatory standards.

Requirements:

• Previous experience in drafting wills and advising clients on estate planning matters.
• Proven experience in drafting wills across a range of complexities, including technically complex estate planning matters.
• Experience managing cases of varying complexities and achieving billing and productivity targets.
• Ability to build positive relationships and provide outstanding customer service.
• High level of attention to detail and ability to prioritise and manage your own caseload.

What We Offer:

• Competitive salary: £25,430 to £28,000 dependent on experience.
• Excellent benefits, including pension with up to 10% employer contributions, annual incentive scheme, 28 days holiday plus bank holidays, and discounts on Co-op products and services.
• Opportunities for development, coaching, training, and support.
• Remote work option across the UK.

About Co-op: 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.

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As a Legal Administrator, you'll provide essential administrative support to our case handlers and wider team, helping them deliver a great experience for our clients. You'll play an important part in keeping things running smoothly, while gaining valuable experience within a supportive legal team.

Responsibilities

• Support the case handlers with a variety of client and third-party communications and administrative work
• Take a number of inbound calls building positive relationships and dealing with any issues which may arise
• Work effectively from a task list, making sure that the task list is well maintained, scheduling follow-up tasks with both third parties and internal partners
• Complete a variety of ad-hoc requests to meet the needs of the team which may include talking with customers and or third parties on the telephone
• Answer email queries via a shared inbox
• Support the development and implementation of any system or process changes

Requirements

• Some previous administration experience
• Great communication skills with the confidence to speak to clients on the phone
• Excellent organisation skills with the ability to prioritise a varied workload
• A high level of attention to detail

Benefits

• An annual bonus (based on personal and business performance)
• 28 days holiday (rising to 32 with service) plus bank holidays
• A pension with up to 10% employer contributions
• 30% discount on Co-op products and 10% off other brands
• Stream – early access to a percentage of your pay as you earn it
• Virtual healthcare including GP appointments, mental health support, nutrition and fitness advice
• 24/7 colleague support service
• Training and support for your development and career progression
• Cycle-to-work scheme

Job Data by YubHub.