Senior Case Manager - Estate Planning

Senior Estate Planning Case Manager 
Starting from £27,000 plus excellent benefits (Work Level 6B)
This role can be based out of Bristol, Sheffield, Manchester, or Stratford-Upon-Avon
We’re now working in a hybrid way, with colleagues dividing their time between working from home and in one of our office locations. You can visit our Hybrid Working Policy for more information (https://colleagues.coop.co.uk/hybrid-working-policy)

In line with the Internal Mobility Policy, we’d like to make you aware that there are preferred candidates who have been identified for this opportunity.

We’re looking for a Senior Case Manager to join our Estate Planning team. In this role, you’ll manage complex estate planning cases end to end, alongside drafting and taking instructions on a variety of wills and associated estate planning documents. We’ll look to you to communicate with clients remotely, providing an outstanding service and case resolution. You’ll also have the opportunity to be involved in projects and continuous improvement pieces, alongside gaining exposure to supervisory work, allowing you to build on your knowledge within a supportive team.

What you’ll do

• Document and write complex wills, write lasting powers of attorney and other estate planning documentation, making sure all paperwork is accurate and professionally written
• Communicate with clients and external partners via the phone and written communication throughout each case
• Manage an incoming case load and work with those parties involved towards the successful completion of a case
• Accurately maintain client records and correspondence on our systems, making sure that all compliance and regulatory standards are met
• Work flexibly across the fulfilment and the telephony team in the department 
• Get involved in continuous improvement pieces, internal projects, and process reviews
• Mentor more junior members of the team and occasionally support making sure that Wills, Trusts and Lasting Power of Attorney documentation is accurate

This role would suit people who have

• A strong background in all areas of estate planning and experience managing cases 
• An understanding of lifetime estate planning products
• The ability to build positive relationships and a passion for providing outstanding customer service
• A high level of attention to detail 
• The ability to prioritise and manage your own caseload to deliver against targets 

Why Co-op? 

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, so you’ll also receive:

• 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
• Access to a subsidised onsite gym (at our Manchester HQ)
• Coaching and training to support your career development
• Wagestream app – giving you access to a percentage of your pay as you earn

Building a diverse environment

We’re actively building diverse teams and we welcome applications from everyone. If you have a disability, we can make reasonable adjustments to our recruitment process according to your needs. We're also part of the Disability Confident scheme, meaning we'll always offer an interview to disabled candidates who apply through the scheme if they meet the minimum criteria for a job.

We'll ask whether you’d like to be considered under the Disability Confident scheme when you apply.

If we invite you to take part in the recruitment process for any of our jobs, we’ll ask you if you need any reasonable adjustments to enable you to participate.

You can find out more about our recruitment process at jobs.coop.co.uk/apply-process

You can find out more about the Disability Confident scheme at Disability Confident Scheme - Co-op Colleagues and more about our commitments to diversity and inclusion at Diversity and Inclusion

Please note that we may close applications for this role early.