• Permanent
  • Bristol
  • 28000

Role: Estate Planning Team Leader Position
Salary £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 0114 2418030 or click apply today with a copy of your updated cv. 


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