Job Description
Main Purpose of Job
To provide expert legal support and advice to clients in Private client matters. To take instructions from clients and progress their case from start to finish.
Main Responsibilities
1. Meeting and interviewing clients to establish the firm's suitability to provide the necessary advice and services, based on the firm's specialism and likely cost
2. Taking a client's instructions;
3. Advising a client on the law and the process;
4. Drafting documents, letters and contracts tailored to the client's individual needs;
5. Negotiating with clients and other professionals to secure agreed objectives;
6. Researching and analysing documents and case law to ensure the accuracy of advice and procedure;
7. Supervising the implementation of agreements;
8. Coordinating the work of all parties involved;
9. Corresponding with clients and opposing solicitors;
10. Working in a team, sometimes referring cases to the Practice Group Head;
11. Delegating work to trainee advisors, paralegal advisors and support staff as appropriate;
12. Arranging and attending further client meetings where necessary to progress with the case and finalise documentation;
13. Checking all documentation prior to signing and implementing;
14. Time recording and billing clients for work done on their behalf;
15. Taking referrals from other firms of solicitors when a conflict of interest arises or if they have no specialist practitioner available;
16. Carrying out risk assessments on all files and notifying compliance of any risks to the firm;
17. Carrying out all necessary AML requirements;
18. Ensuring all files meet compliance requirements;
19. To take part in pro-bono work;
20. Keeping up to date with compliance procedures and policies;
21. Keeping up to date with changes and developments in the law by reading journals and law reports;
22. To meet all KPIs in terms of financial targets, compliance and Marketing.
Knowledge, skills and experience required
1. At least 2 years experience in Private Client;
2. Ideally educated to at least CILEX, or Solicitor;
3. Excellent communication skills, both written and oral;
4. Accuracy and attention to detail;
5. Enthusiastic and ambitious;
6. Hardworking;
7. Adaptable and accommodating;
8. Excellent attention to detail;
9. To take responsibility for your files;
10. The ability to complete assigned tasks effectively and promptly;
11. Social and positive attitude and personality;
12. Adaptable and accommodating;
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