ELM Legal Services Ltd
Case Handler
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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.
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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.
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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.
Email your up to date CV to: info@elm-online.co.uk
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