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Probate Team Leader

2 months ago

Lincolnshire, United Kingdom Wilkin Chapman Full time
Job Description

We are seeking an experienced Solicitor or Senior Associate to join our Probate team in Lincoln.

Based in our Lincoln office, you will have the opportunity to join and progress your career within an experienced and supportive team and enjoy a wide range of work including interesting and complex high-value estate matters.

Key Responsibilities
  • Case Management: Run your own caseload to include drafting of Wills, Trusts, Lasting Powers of Attorney, and dealing with Trust and Estate Administration, including complex cases for high-net-worth business and agricultural clients.
  • Fee-Earning Opportunities: Recognise and develop fee-earning opportunities, particularly cross-referring work and clients within the firm and working closely with our Real Estate and Commercial teams.
  • Document Drafting: Draft and review legal documents with precision and attention to detail.
  • Team Collaboration: Participate in the growth and future development of the department, assisting in the build-up of the client database and marketing the firm's services through business development and networking activities within and outside of normal office hours.
  • Client Relations: Maintain existing relations with the firm's clients and assist and help develop new relationships with third-party referrers.
  • Client Communication: Regularly update clients as to the current progress of their case.
  • Mentorship: Mentor and support more junior colleagues in the team and work collaboratively.
  • Time Recording: Complete time recording and other management records required by the firm.
  • Compliance: Ensure compliance is adhered to in all activities, including Lexcel compliance.
  • Financial Control: Maintain financial control of your own matters, with particular regard to cash flow through collection of monies on account and billing procedures.
  • Professional Standards: Conduct all matters in the client's best interest and in accordance with the highest professional standards and applicable quality standards at all times.
  • File Management: Maintain files in a neat and orderly manner and ensure that each file is reviewed and recorded as having been reviewed against the computer printout supplied by the Accounts Department every month.
  • Financial Targets: Achieve financial targets agreed with the Department Head or Branch Partner.
  • Client Enquiries: Deal with routine and difficult enquiries from telephone callers and clients effectively and efficiently and ensure that all client complaints are dealt with both professionally and promptly to the complete satisfaction of the client.
  • Quality of Work: Ensure the quality of work produced by support staff is to the highest standard.
  • Client Accounts: Understand the obligations relating to client accounts and ensure the preparation and service of bills comply with the Solicitors Accounts Rules.
  • Professional Development: Keep up to date with case law/good practice guidance and apply as appropriate.
  • Training Regulations: Ensure compliance with Law Society Training Regulations.
  • Health and Safety: Work in a responsible and safe manner at all times, adhering to Health & Safety, safe working practices, and firm policies and procedures.
  • Additional Duties: Perform such other reasonable duties as and when required by your Line Manager.
Requirements
  • Experience: 4 years + PQE
  • Teamwork and Technical Ability: Excellent teamworking and technical ability
  • STEP Qualification: Possession of the STEP Qualification or working towards it or an ability to demonstrate technical skills and experience equivalent to the STEP qualification and a willingness to undertake the qualification.
  • Organisational Skills: Strong organisational skills and attention to detail with the ability to manage deadlines and competing priorities with a positive and proactive approach to tasks.
  • Private Client Experience: Good 'hands on' private client experience in Wills, Trusts, Lasting Power of Attorney, and Trust and Estate Administration.
  • Client Facing Skills: Excellent client-facing skills and the ability to nurture existing clients and third-party relationships as well as the ability to help develop new business and assist in networking events.
  • Practical Approach: Ability to adopt a practical as well as legal approach to client issues.
  • IT Skills: Excellent IT skills
  • Firm's Values: Understand and adopt the Firm's values and behaviours.