Wills & Probate Fee Earner (Solicitor/Legal Executive)
Job Title: Solicitor/Legal Executive
Reporting to: Head of Wills and Probate, Associate Director
Department: Wills and Probate
Perm/temp: Perm
Full time/part time: Full Time
Our Mission Statement
We will endeavour to be kind to our Clients, our co-workers and our colleagues. We will act in a warm, friendly, professional and respectful manner at all times. We will strive for excellence through training, guidance and support internally to create a well-balanced working environment. We will aim to provide our Clients with a lifetime of legal care by providing the best legal service possible.
Our Values
We are successful people. We focus on making a profit whilst striving for excellence.
We are positive people. We respect each other, we respect our clients and we reward great performance.
We get results. We do this by being disciplined, diligent and focused.
- Respect
- Commerciality
- Positivity
Overview of the Position
To assist the Departmental Head by carrying out the allocated duties of a Solicitor/Legal Executive in a professional and efficient manner, meeting clients’ needs whilst contributing to the overall cost-effective management and success of the department.
Qualifications and Experience
- Qualified Solicitor/Legal Executive with at least 2-3 years PQE
- Proven experience in drafting Wills, Powers of Attorney, managing estate administrations, court of protection applications and good knowledge of inheritance tax
- Up to date technical knowledge of all Processes and SRA/compliance requirements
- Experience of Business Development/Marketing
- Experience of using a case management system, ideally Proclaim
Job Specific Duties
- The ability to manage a caseload independently, with the minimum of supervision and be responsible for own caseload
- Undertake business development and marketing when required for the department
- Liaising with the Departmental Head and other staff to ensure adequate cover within the department at all time and to attend to clients of other fee earners in their absence, where this is appropriate
- Prioritise your workload, maintaining accurate records of time spent on all activities, ensuring that bills are presented on time and that the agreed procedures within the business relating to matter management and file control are adhered to
- Develop and maintain a fee income in line with targets and agreed objectives and in accordance with the current policies and procedures
- Attending upon clients to take instructions and advising on the most appropriate course of action to meet clients’ needs, taking appropriate action in executing clients’ instructions in a timely manner
- Maintain competence through relevant CPD activities whilst ensuring a personal development port-folio and relevant training records, which satisfy the current regulations and requirements as speci-fied by the Solicitors Regulation Authority (SRA) are kept updated
- Keep informed of all changes in the law and practice in your own area of work
- Motivate and nurture other members of the team to help with their development
- Prepare accurate correspondence and standard documents
- Assisting in the of the department by ensuring that tasks and client allocated are dealt with promptly and in a cost-effective manner in accordance with the policies and regulations set by the firm and the Code of Conduct of the Solicitors Regulation Authority
- Undertake general administrative duties with tasks being allocated by the Fee Earner, using a high degree of self-management and initiative
- Deals with client both in person and on the telephone and provide such support in a professional and friendly manner
- Ensures the confidentiality of all firm and client’s documentation and information
- To respond to emails and client calls in a reasonable timeframe
- To comply with deadlines around team or individual projects that may be set by the Senior Manage-ment Team and/or advise if you are going to be unable to comply with any deadline set
- An ability to self-report where mistakes/errors have occurred on any case, for any reason, to your Team Manager. This includes anything that may lead to a financial detriment to the client or the firm or anything that will inhibit a smooth settlement of the case down to error
- The ability to work from any of the Company’s offices as the Company may require from time to time whether on a temporary or permanent basis
Plus any other duties as reasonably requested by Management.
Job Specific Skills and Competencies/Personal Qualities
- Strong communication skills
- Professional
- Honest
- Conscientious
- Accountable
- Self-motivating
- Fair
- Team player
- Respectful
- Organised
- Decisive
To enquire for more details or to apply for this position please send a covering letter and CV to [email protected]
