Team Leader Estate Planning

3 weeks ago

Sheffield, Sheffield, United Kingdom CRA Legal Full time

Role: Estate Planning Team Leader
Salary: £28,000 to £33,000
Type: Full-time (37.5 hours per week, Monday to Friday)
Work Model: Hybrid, based in Sheffield

Role Overview
CRA Consulting is delighted to partner with a prestigious legal firm that is seeking an Estate Planning Team Leader. In this pivotal role, you will be at the forefront of driving the success and expansion of the firm's Estate Planning department. You will manage a dedicated team of legal case managers, utilising management information (MI) to ensure they consistently meet performance metrics and deliver outstanding client service. As a strong advocate for inclusivity, you will also champion the professional growth of your team. While prior legal experience is advantageous, it is not a requirement. Our client is particularly interested in candidates with a proven record of effective team leadership within any professional services environment.

Key Responsibilities

  1. Team Supervision
    Directly oversee a team of 8-10 legal case managers, conducting regular one-to-one meetings and performance reviews.
    Provide coaching and mentorship to support both individual and team development.
  2. MI Analysis & Implementation
    Utilise MI to guide strategic decision-making and optimise service delivery.
    Identify trends and areas for improvement, then implement action plans to enhance efficiency.
  3. Work Allocation & Capacity Management
    Ensure workloads are balanced across the team and that deadlines are consistently met.
    Monitor overall capacity and resource requirements, adjusting as necessary to maintain productivity.
  4. Client & HR Management
    Address and resolve any client complaints or issues in a timely manner.
    Maintain up-to-date HR records, including absence tracking and performance logs.
  5. Cross-Functional Collaboration
    Work closely with other teams and senior leaders to share insights, align on objectives, and uphold the firm's standards of excellence.
Ideal Candidate
  1. Team Leadership Experience: Demonstrable success in leading a team within legal or other professional services.
  2. Performance-Driven Mindset: Capable of motivating teams to meet and exceed KPIs in a fast-paced setting.
  3. Strong Communicator: Excellent verbal and written communication skills, adept at handling complex or sensitive discussions.
  4. Relationship Builder: Proven ability to foster positive working relationships at all levels within an organisation.
  5. Adaptability: Comfortable working in a hybrid model and flexible in responding to changing business needs.
Why Join Through CRA Consulting?
By joining this firm through CRA Consulting, you will become part of an organisation where your leadership truly matters. The role offers a host of benefits, including:
  1. Competitive Salary within the £28,000 to £33,000 range.
  2. Comprehensive Development Opportunities to advance your professional journey.
  3. Generous Pension Scheme with up to 10% employer contributions.
  4. Annual Bonus Potential based on performance.
  5. 28 Days of Holiday (increasing with length of service), plus bank holidays.
  6. Discounts on various products and services.
  7. Holistic Well-Being Support programmes to help you thrive.
For more information or a confidential chat, please contact Rob Addy on 0114 2418030. Alternatively, click 'Apply' today and send in your up-to-date CV. We look forward to helping you secure a role where your leadership can truly make a difference.#J-18808-Ljbffr

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