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Estate Planning Solicitor



7d ago

  • Job
    Entry, Junior & Mid Level
  • Legal
  • Sheffield, +2

AI generated summary

  • You must be a qualified solicitor or chartered legal executive with TEP qualification, have tax knowledge, attention to detail, drafting skills, initiative, prioritization ability, and client-focused approach.
  • You will handle complex Estate Planning cases, communicate with clients, use case management systems, mentor junior team members, and continuously develop legal skills.


  • qualified as a solicitor or chartered legal executive or TEP qualification, with a background in estate planning
  • knowledge of tax systems within England & Wales;
  • strong attention to detail and the ability to draft documents
  • the ability to use your initiative and effectively prioritise your work
  • a client-focused approach with the ability to build positive relationships in a remote setting


  • own caseload of complex Estate Planning cases to include Wills, Trusts and LPAs
  • use our case management system to make sure information is recorded accurately
  • engage with clients mainly by telephone and email
  • work collaboratively with expert support from the team to continually develop your legal skills, administrative support will also be provided at certain case levels
  • use your legal knowledge to mentor more junior members of the team


What qualifications are required for this role?

Qualified solicitors or chartered legal executives with a background in estate planning, as well as those with a TEP qualification, are ideal candidates for this role.

What kind of cases will I be working on as an Estate Planning Solicitor?

You will be working on a caseload of complex Estate Planning cases, which will include Wills, Trusts, and LPAs.

How will I be communicating with clients in this role?

You will primarily engage with clients through telephone and email communications.

Will I receive support and mentorship in this role?

Yes, you will have access to expert support from the team and will be able to mentor more junior members of the team. Administrative support will also be provided at certain case levels.

What skills are important for this role?

Strong attention to detail, the ability to draft documents, initiative, effective prioritization, and a client-focused approach are all important skills for an Estate Planning Solicitor.

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We’re one of the world’s largest consumer co-operatives, owned by millions of members. We’re the UK’s fifth biggest food retailer with more than 2,500 local, convenience and medium-sized stores. We’re also: the UK’s number 1 funeral services provider a major general insurer a growing legal services business As well as having clear financial and operational objectives and employing nearly 70,000 people, we’re a recognised leader for our social goals and community-led programmes. We exist to meet members’ needs and stand up for the things they believe in. So, the more successful we are, the more we can give back to you and your local community. That’s why we’re different.