Team Leader - Estate Planning

Team Leader – Estate Planning
From £33,440 plus excellent benefits (Work Level 6A)
Full time, 37.5 hours. Monday-Friday 
Bristol, Almondsbury – hybrid working with 3 days a week in the office

We’re looking for a Team Leader to join our Estate Planning team at Co-op Legal Services. You’ll use management information (MI) to monitor performance, guide delivery, and ensure we’re meeting targets while providing an excellent client experience. The role involves inclusive, supportive leadership, helping colleagues develop and confidently managing difficult conversations. It’s a strong opportunity to build your career within an innovative and ethical legal business.

Why this job matters

This role keeps our estate planning service performing at a high standard, using clear insight and effective leadership to make sure clients receive the support they need. By developing and supporting case managers, it strengthens the team’s capability and helps us meet growing demand, playing an important part in the continued success of Co‑op Legal Services.

What you’ll do

• Line manage a team of 8-10 legal case managers, conducting regular 121’s, case progression meetings, and performance conversations, and supporting individual development
• Analyse and prepare MI to support effective decision making and identify improvements to the service
• Interpret and develop MI to support business partner relationships 
• Review capacity management and allocate cases to ensure effective day to day delivery
• Handle and resolve client complaints
• Maintain accurate HR records 
• Work collaboratively with a wide range of colleagues across the business, including the senior team leaders

What you’ll bring

We’re committed to making our roles as accessible as possible, so we only ask for the minimum criteria. To thrive here, you’ll need to bring:

• Previous experience of leading a team within the legal industry 
• The ability to drive team targets in a fast-paced environment 
• Excellent communication skills with the confidence to manage difficult conversations 
• Strong relationship building skills at all levels

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:
•    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

A place you'll belong
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, supported by our inclusive policies and the ways we work.

We’re proud to be part of the Disability Confident scheme and offer interviews to disabled candidates who meet the minimum criteria for a job. If you need any adjustments during the recruitment process, we’ll support you.

Learn more about our recruitment process at jobs.coop.co.uk/apply-process and our inclusion commitments at jobs.coop.co.uk/diversity-inclusion.