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Team Leader Estate Planning

CRA Consulting
Posted 19 hours ago, valid for a month
Location

Bristol, City of Bristol BS6 5EX

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Estate Planning Team Leader position at CRA Consulting offers a salary ranging from £28,000 to £33,000.
  • This full-time role involves overseeing a team of 8-10 legal case managers and requires a background in team leadership within any professional services industry.
  • The position is hybrid, based in Bristol, and entails responsibilities such as performance evaluations, client complaint resolution, and strategic decision-making using management information.
  • Ideal candidates should possess strong communication skills and the ability to drive team performance in a fast-paced environment.
  • Additional benefits include a generous pension scheme, annual bonus potential, 28 days of holiday, and comprehensive development opportunities.

Role: Estate Planning Team Leader PositionSalary £28,000 to £33,000 Type: Full-time (37.5 hours, Monday to Friday)Work Model: Hybrid, with location in Bristol Role Overview:At CRA Consulting, we're proud to represent a leading legal firm in their search for an Estate Planning Team Leader. This role is integral to the continued success and growth of the firm's Estate Planning department. As a Team Leader, you will oversee a talented team of legal case managers, utilizing management information (MI) to ensure performance standards and client satisfaction are consistently met. This role requires a leader who embodies inclusivity and supports the professional development of their team. Prior legal expertise is not essential; we're looking for candidates with a background in team leadership within any professional services industry. Your Responsibilities:* Direct supervision of 8-10 legal case managers, including regular individual meetings and performance evaluations. * Analysis and application of MI for strategic decisions and service improvements. * Effective case allocation and capacity management. * Resolving client complaints and maintaining HR records. * Collaboration with various teams, including senior leaders, within the firm. Ideal Candidate:* Experience in leading a team within the legal or related professional service sector. * Ability to drive team performance in a fast-paced environment. * Excellent communication skills, capable of handling complex discussions. * Proficient in building relationships at all organizational levels. Why Join Through CRA Consulting?We facilitate your employment in an organization where your work has real impact. Benefits include: * Competitive salary. * Comprehensive development opportunities. * Generous pension scheme (up to 10% employer contributions). * Annual bonus potential. * 28 days of holiday, increasing with service, plus bank holidays. * Discounts on products and services. * Wagestream access for financial management. * Comprehensive support for your well-being. For more information please contact Rob Addy on or click apply today with a copy of your updated cv.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.