CASE HANDLER

ELM Legal Services | Estate Planning

Location: Bristol
Reporting to: Head of Office Operations

Make a difference. Own the journey. Be part of ELM.

At ELM Legal Services, we help clients protect themselves, their families, and their futures through high-quality estate planning.

We’re looking for an experienced, organised and client-focused Case Handler to join our Estate Planning team and take ownership of a portfolio of clients from instruction through to completion.

This is a hands-on role where accuracy, attention to detail and exceptional client service really matter. You’ll become a key point of contact for your clients, guiding them through what can often feel like a complex process and making it straightforward, reassuring, and stress-free.

What you'll do

• Manage your own caseload from instruction through to completion.
• Build strong relationships with clients and provide proactive, responsive support.
• Draft Wills, Lasting Powers of Attorney, and related estate planning documents.
• Prepare supporting documents where appropriate.
• Review and proof colleagues' work to maintain consistently high standards.
• Check returned documents carefully for accuracy, signatures, witnessing, and specific requirements.
• Submit and manage LPA applications with the Office of the Public Guardian.
• Keep CRM records and client communications accurate and up to date.
• Work closely with Consultants and the wider ELM team.
• Help identify opportunities to improve the client journey and our processes.
• Support the wider team with incoming calls and client contact when required.

What we're looking for

We're looking for someone who is:

• Highly organised and comfortable managing multiple cases and deadlines.
• Exceptionally detail-focused, with a commitment to getting things right.
• Confident communicating with clients by phone, email and in person.
• Able to explain information clearly and in a way clients can easily understand.
• Comfortable working independently while being a strong team player.
• Professional, approachable, and genuinely committed to excellent client service.
• Experienced in a legal, estate planning, financial services, or similar environment.

Experience of Wills, LPAs and estate planning would be highly desirable, although we're also interested in candidates with the right skills, attitude, and transferable experience.

The ELM way

We don't just process documents — we look after people.

Our Case Handlers play an important role in making the client's entire experience feel professional, personal, and stress-free. You'll have real ownership of your cases, clear service standards, and the opportunity to make a genuine difference to the clients we help.

If you're someone who takes pride in doing things properly, enjoys working with people and wants to be part of a growing team that cares about the service it delivers, we'd love to hear from you.

Interested?

Apply now and tell us why you'd be a great addition to the ELM team.

Pay: Up to £30,000.00 per year

Benefits:

• Free parking

Work Location: In person