Barcan+Kirby

Barcan+Kirby is a law firm with a reputation for providing high quality, common sense advice. We offer a comprehensive range of legal services supported by our culture of respect and understanding. 

From our six offices located across Bristol and South Gloucestershire, our friendly and approachable teams provide advice and guidance to both individuals and businesses within the South West and nationwide. Highly ranked in both Legal 500 and Chambers and Partners UK.

27 Sep, 2019
You will act as a fee earner preparing Wills and Lasting Powers of Attorney for clients. Key responsibilities Exercise high standards of client care in a professional and pleasant manner at all times Interviewing clients, taking instructions, keeping detailed file notes when instructions are received and of advice given, meeting clients and other parties Maintaining file checklists Opening files and issuing client care letters Raising further enquiries for clients as necessary Considering, drafting and submitting suitable Wills in accordance with STEP protocol Preparing suitable Lasting Powers of Attorney and accompanying forms Registering Lasting Powers of Attorney on behalf of clients Advising clients on the progress of matters and completing matters on schedule Checking draft documents Ensuring formalities for signing documents are complied with Checking and closing files Arranging storage of original documents Dealing with email, letter, fax and telephone communications promptly Maintaining an adequate and up-to-date knowledge of the law and practice Notifying a partner/HOD as to any complaints received in respect of work undertaken Ensuring the confidentiality and security of all of the firm’s and clients’ documentation and information Complying with the Solicitors Accounts Rules and the SRA Code of Conduct, STEP Protocol and the office manual Maintaining Lexcel compliance on all files Maintaining clear and precise communications with other personnel of the firm Ensuring good working relationships with external institutions and organisations Responding promptly and accurately to requests for information concerning case work from partners, supervisors and fee earners Attending all of the firm’s offices as required and working therein Assisting other colleagues with their work if they’re out of office due to annual leave, sickness etc. Participate in team, office and departmental meetings Participate in marketing initiatives as required Account procedures Obtaining payment on account from clients Preparing private client bills Requesting transfer of money between client and office accounts Referring amendments to cheques and bills to partners for approval, and dealing with the formalities for such amendment Perusing monthly print outs and taking the required action Any other reasonable duties as directed by your manager Person specification Knowledge + experience Essential Previous experience in a similar role, taking instructions for and preparing Wills Experience of dealing with vulnerable clients Able to work using own initiative and to deadlines IT literate, and confident using and adapting to new systems and processes Desirable Experience of preparing LPAs Marketing skills, including knowledge and experience of social media, and networking as a business development tool Qualifications Essential GCSE (or equivalent) in English and Maths Full clean driving licence Desirable STEP Advanced Certificate in Will Preparation or CILEx Skills + competencies Team orientation Essential Ability to motivate oneself Enjoys working as part of a team to help and supports others Ability to use your own initiative Communication Essential Ability to convey information accurately and make self understood Can communicate effectively with people at all levels People management Essential Ability to prioritise own workload using a systematic approach Able to be fully productive without being prompted and produces good quality work within own abilities Ability to balance tasks, structure own workload to make best use of time and resources, delivers to deadline Customer focus Essential Listens carefully to the client’s situation and needs, asks relevant questions and records correctly Has full understanding of the range of responses and actions available, ensures any commitments made are accurately recorded Is aware of the need to meet clients’ needs Results orientation Essential Ability to work calmly and maintain a disciplined approach to the task under the pressure of deadlines and/or changing objectives Problem solving Essential Able to identify recurring problems within own area of work and take appropriate action Ability to use own initiative in making sound decisions Location and salary You will be based at our Kingswood office Working hours are Monday to Friday, 9am to 5:15pm (including 1hr unpaid lunch break) but flexible hours will be considered You’ll be office based with travel to other offices for client meetings and home visits using your own car
Barcan+Kirby https://barcankirby.co.uk/contact/kingswood/ Full time