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Estate Administration Case Manager

Up to £26,000 plus benefits

Stratford upon Avon

We’re looking for an experienced tax or accounting professional to join us as an estate administration case manager. If you currently work within a tax or finance role and you’re looking for a change, we can offer you a fantastic opportunity to develop and progress with a business that puts people at the heart of its strategy.

At Co-op Legal Services, we’re not like other legal or private law firms. We’re passionate about our customers, members and colleagues, and doing the right thing. And as a case manager with us, you’ll embark on a legal career with a difference. You’ll join a collaborative and driven team, focusing on building your experience and managing your own cases from start to finish.

What you'll do:

• work closely with probate case managers, supporting with cases and building your experience

• drive your own development with the support and training from the team, enabling you to build up your own case load as time goes on

• support with a varied caseload of estate administration cases using a case management system

• accurately update cases and make sure information is always recorded correctly

• engage with clients by telephone and email primarily

This role will suit people who have:

• a legal qualification or equivalent experience

• tax or accounting experience (any qualifications would be a huge bonus)

• a passion and drive for developing your career in this area

• great attention to detail and analytical skills

• amazing communication and people skills

• excellent organisation and customer service skills

Why Co-op?

As a Co-op colleague you’ll do work that matters in an organisation where principles are just as important as profits. You’ll also get a package that includes:

- a competitive salary

- 25 days holiday (rising to 31 in line with service)

- an annual incentive scheme

- discounts on Co-op products and services

- a pension with up to 10% employer contributions

Building an inclusive workplace

We’re actively building diverse teams and welcome applications from everyone. But simply having a diverse workforce is not enough. We want to create an inclusive environment, where everyone can contribute their best work and develop to their full potential. We celebrate our differences, and recognise the importance of our teams reflecting the communities they serve.

We can make reasonable adjustments to our interview process according to your needs. And we offer a flexible working environment so you can adjust your hours to suit your personal circumstances. You can find out more about Co-op people policies at

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