Probate Fee Earner

5 months ago

Blackburn, United Kingdom Simpson Judge Ltd Full time

ROLE: Probate Fee Earner
LOCATION: Blackburn
Hybrid 3 days in office
SALARY: DOE

**Main Purpose of Job**

You will be expected to:

- Work competently as a Fee Earner within the department providing lifetime estate planning, handling a varied case load of Wills, Lasting Powers of Attorney, setting up and administration of trusts, Court of Protection, trusts and the administration of estates
- Work towards targets/budgets as agreed with management and ensure that you are on track to deliver these
- Ensure all matters within the department are progressed in a timely and efficient manner
- Ensure all file, client care and case management quality standards are complied with
- To be involved in business development assisting with the growth of the department's client base by doing the following: - Contributing ideas to the firm's marketing strategy for obtaining new work

Attending networking events and undertake business development activities to promote yourself and the firm

Promotion and delivery of an excellent service

Report to Head of Department

**Responsibilities, duties and tasks**:

- To understand and comply at all times with the obligations set out by the Solicitors Regulation Authority and other relevant regulatory bodies, particularly the Code of Conduct and Solicitors Accounts Rules.
- To provide legal advice and assistance to the firm's existing clients whilst developing your own client base.
- To work efficiently as a fee earner within the department
- To utilise the firm's case management system to best effect in order to manage your case load
- To record time and bill clients in line with agreed practice policy and charging rates
- To identify and initiate cross-selling opportunities.
- To exercise your initiative and be proactive in the business development of the firm generally.
- To ensure that outstanding client care is given at all times and to maintain a highly professional approach
- To manage all files methodically and efficiently and in accordance with SRA requirements, the firm's procedures and the LEXCEL quality mark requirements
- To familiarise yourself with the Firm's Staff Handbook and Health and Safety policy.
- To ensure the confidentiality and security of all practice and client's documentation and/or information
- To take responsibility for your own personal and professional development and ensure compliance with any compulsory professional education requirements
- To undertake such other duties, training and/or hours of work commensurate with the role

The above list of duties in not exclusive or exhaustive and the post holder will be required to undertake such tasks as may reasonably be expected within the scope of the role.

The duties in this job description should be carried out in a manner which promotes equality of opportunity, dignity and respect for all employees and is consistent with the firm's Equality and Diversity policy.

The firm reserves the right to alter or amend the duties set out in this job description in accordance with the needs of the business and after consultation with you.

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