Job Description

Customer Advisor Team Leader - Estate Planning

30,000 to 32,000 plus great benefits (Work Level 6B)

Sheffield or Bristol. Monday - Friday, 37.5 hours per week with a minimum of 2 weekday evening shifts taking place between 11am and 7pm with one in three Saturdays worked.

This role is office based, with some flexibility to work from home in accordance with our hybrid working policy at https://jobs.coop.co.uk/hybrid-working-policy .


We're looking for an Advisory Team Leader to join our Estate Planning team at Co-op Legal Services.


In this role, you'll be responsible for the day-to-day management and performance of an advisory team who discuss estate planning needs with customers and book consultation appointments. Your team may also encompass administrative staff, responsible for maintaining our processes and testing functionality, and specialist advisors responsible for booking groups under our Community Talks programme. It's an exciting time to join us as we continue to grow and adopt innovative technology to improve the experiences of our colleagues, customers and member-owners.

What you'll do

Manage the advisory team to make sure required standards of conduct, performance, quality and customer service are met Inclusively lead and develop the team, manage performance and provide regular feedback and 1-to-1 meetings Make sure that all customer interactions are handled professionally and in line with company policies and procedures Plan and organise team resource to deliver against objectives Provide training on compliance, advice and process to the team Ensure team adherence to business processes and Solicitor Regulatory Authority (SRA) guidelines Contribute to the delivery of a variety of projects, including our technology roadmap, to support business needs Take a data-led approach, drawing on reports and team output against KPIs to monitor the performance and continuously improve our services

This role would suit people who have

Experience of working as a team leader within a regulated industry Experience of working to agreed KPIs and performance targets Excellent influencing and communication skills, with the confidence to influence and challenge others Strong organisational and time management skills

Why Co-op?

If you have the skills that we need, we can offer you a competitive salary and great benefits package which includes 30% off Co-op branded products in our food stores (as well as other discounts on Co-op products and services).

competitive salary coaching, training and support to help you develop pension with up to 10% employer contributions annual incentive scheme Wagestream - a money management app that gives you access to a percentage of your pay as you earn it 28 days holiday plus bank holidays (rising to 32 in line with service) discounts on Co-op products and services

Building a diverse environment

We're actively building diverse teams and we welcome applications from everyone. If you have a disability, we can make reasonable adjustments to our recruitment process according to your needs. We're also part of the Disability Confident scheme, meaning we'll always offer an interview to disabled candidates who apply through the scheme if they meet the minimum criteria for a job.


We'll ask whether you'd like to be considered under the Disability Confident scheme when you apply.

If we invite you to take part in the recruitment process for any of our jobs, we'll ask you if you need any reasonable adjustments to enable you to participate.


You can find out more about our recruitment process at jobs.coop.co.uk/apply-process


You can find out more about the Disability Confident scheme at Disability Confident Scheme - Co-op Colleagues and more about our commitments to diversity and inclusion at Diversity and Inclusion

As part of your application, you'll need to complete an online assessment. This assessment typically takes up to 50 minutes. If you're a current Co-op colleague, this does not need to be completed.

If you're successful in your application, we'll perform some background checks as part of our pre-employment screening process. These will include an SRA check, credit checks, and a DBS (disclosure and barring service) check. Please note Co-op does not offer visa sponsorship for this role.

Please note that we may close applications for this role early.