Key Features:

• Remote working
• Monday to Friday 9am-5pm hours
• No billing targets or business development targets
• Perfect for an experienced private client professional looking to move away from a fee earning role

About the firm & Role:
CRA Consulting are working in partnership with a reputable national business with offices throughout the country. Our client is a long term established organisation with a great approach to their employees and customer base. This is a fantastic opportunity for an experienced estate planning/wills & Trusts professional to join an exciting and forward thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues. Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors.

In this role, you’ll oversee technical supervision, training, and case quality throughout the department, giving technical legal advice and support to colleagues, making sure the team our providing the best service for the firms clients. We’ll also look to you to line manage a high performing team of experienced case supervision lawyers, making sure they’re meeting performance targets and providing upskilling where required.

This role would suit someone who has been a professional support lawyer in the field of private client or has extensive technical estate planning knowledge and experience and is looking to develop their managerial skills. There’s no client facing work, time recording, or billable targets, and they’ll be no business development work, allowing you to focus on the law, quality assurance and your leadership development, and as we continue to grow there’s never been a more exciting time to join us

Responsibilities:

• Provide technical legal advice on estate planning cases to team leaders, case supervision managers, case handlers, legal assistants and key partners through a variety of channels
• inclusively line manage a team of case supervision lawyers, ensuring their development
• Manage your team’s performance, reviewing MI and reports to make sure that performance targets are consistently being met
• Perform file audits and review outcomes in accordance with our internal frameworks
• Work with the head of practice to identify and deliver training and design policy improvements to address themes highlighted in supervision outcomes
• Support with recruiting team leaders and legal staff
• Work closely with senior team leaders to upskill them on technical matters to allow them to better support their teams
• Maintain up-to-date knowledge of the law and estate planning within the private client field, briefing the department on any changes in the law and practice

Why this role?

• Joining a commercial organisation with a purpose beyond profit
• Coaching, training and support to enable personal development
• Free gym and spa facilities access
• Pension up to 10% employer contributions
• Annual incentive scheme
• 28 days holiday (rising to 32 in line with service)
• Additional discounts

About you:
This role would suit somebody who has:

• Extensive estate planning/private client technical knowledge, in particular of wills, east and trusts/estate planning matters
• Ability to lead and develop a team of legal professionals
• A passion for technical excellence and keeping on top of market insights
• Excellent relationship building and communication skills

If you’re interested in this vacancy, please click the apply button. Alternatively, contact Ross Roberts on 0114 241 8030 at CRA for further information