27 Sep, 2019

Will Writer

  • Barcan+Kirby
  • https://barcankirby.co.uk/contact/kingswood/
Full time Lawyer

Job Description

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

Competitive Salary

No

Sector

Private Client  

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