Head of Wills, Trusts and Probate Ref 701
Salary: **Negotiable based on experience, ranging from £48,000 - £65,000**
Our Legal Services client is currently looking for a Head of Wills, Trusts and Probate in their Merseyside head office.
Supervisory responsibility: Wills, Trusts and Probate fee earners and support staff
Job Purpose:
To be responsible for the professional lead, legal training, and supervision of the Wills, Trusts and Probate team and delivery of a professional service to external and internal clients. To achieve required operational, financial and client service performance standards. To fully contribute to overall successful departmental and firm performance, effective business development and case intake.
Key Responsibilities:
Performance Management
- Responsible for professional standards of the Wills, Trusts and Probate team through regular file reviews
- Supervise case work, provide advice/guidance on technical and professional matters
- Devise, implement and deliver structured training programs
- Create and maintain best practice templates, precedents and their implementation
- Conduct appraisals, set objectives and targets for the team
Risk and Compliance
- Manage High Risk Register for Wills, Trusts and Probate matters
- Supervise staff on anti-money laundering, due diligence requirements
- Investigate allegations of professional negligence and report to MD
- Investigate potential data protection breaches
- Ensure Lexcel and case management system compliance
Client Management
- Devise strategies for efficient case management, fee recovery, and client service
- Investigate client complaints and draft responses per firm's procedures
- Develop and maintain strong client/stakeholder relationships
Requirements:
- Self-sufficient in producing own work on PC with high proficiency in firm's systems
- Able to work with minimal administrative/secretarial assistance
- Weekly/daily contact with line manager for discussion/supervision