Department: Wills, Trusts & Probate - HYBRID
Purpose & Objective of the Job:
Provide clear, competent, and efficient advice to Private Clients.
Supervise, support, and train a team of Paralegals and Legal Assistants.
Successfully lead the delivery of team Key Performance Indicators (KPIs).Duties, Tasks, and Responsibilities:
Technical Competency:
Advise clients on:
Drafting Wills
Asset protection trusts in Wills
Letters of Wishes
Lasting Powers of AttorneyOperational Competency:
Supervise and assist in training less experienced Paralegals and Legal Assistants.
Develop and utilize systems for workflow and case management to ensure efficient legal service delivery and excellent customer care.
Oversee team performance targets and undertake other duties as directed by the Partners and Head of Department (HoD).
Maintain exceptional standards of quality and client care:
Adhere to all policies and procedures in the Staff Handbook.
Identify and report risks to the COLP, COFA, or Money Laundering Reporting Officer where necessary.Experience Required:
Drafting Wills and Lasting Powers of Attorney (LPAs).
Understanding of trusts in Wills.
Supervision of junior team members.
Ability to identify areas of client risk.Experience Desired:
Managing data and KPIs.Knowledge Required:
Triage and data collection.
Use of case management and Will drafting software.
Inheritance Tax.
Will drafting based on client risk.Skills and Personal Attributes Required:
Team management and supervision.
Strong client interpersonal skills and empathetic approach.
Ability to prepare documents concisely and efficiently.
Understanding of KPIs and data.
Identify better ways of working.
Manage business risk when processing instructions.
Proactively engage with other areas of the business.Qualifications Required:
Qualification to postgraduate level.
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