Description
We're seeking a Wills and Estate Planning Paralegal to join our team at Co-op Legal Services. You'll play a crucial role in helping people plan for the future by managing estate planning cases, drafting wills, and providing support to clients.
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.