Advising ClientsAttention To DetailCoachingCustomer ServiceEstate PlanningPress ReleasesRegulatory StandardsWritingWritten
UK
Co-operating for a fairer world
17635+ employees
B2C
Role
Who you are
Previous experience of drafting wills and advising clients relating to estate planning matters
Some experience of managing cases
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
What the job involves
You'll manage 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 gain exposure to a variety of cases, allowing you to build on your knowledge within a supportive team.
We exist to meet members’ needs and stand up for the things they believe in. Our mission is to give back to our members and local communities by providing essential services and advocating for their beliefs.
Company benefits
Competitive salary
Coaching training and support
Pension with up to 10% employer contributions
Annual incentive scheme
28 days holiday plus bank holidays
Discounts on Co-op products and services
Free support for mental, physical, and financial wellbeing
Wagestream money management app
Company values
Member-focused
Community-led
Socially responsible
Company HQ
Manchester
Founders
Co-operative Group Limited (Consumer Co-operative)