Head Of Wills Trusts and Probate

3 weeks ago


Birkenhead, United Kingdom NeJobsNE1 Full time

Head of Wills Trusts andProbate Ref 701


Salary: **Negotiable basedon experience rangingfrom**


Our Legal Services client iscurrently looking for a Head of Wills Trusts and Probate in theirMerseyside head office.


Supervisory responsibility: WillsTrusts and Probate fee earners and supportstaff


JobPurpose:

To be responsiblefor the professional lead legal training and supervision of theWills Trusts and Probate team and delivery of a professionalservice to external and internal clients. To achieve requiredoperational financial and client service performance standards. Tofully contribute to overall successful departmental and firmperformance effective business development and caseintake.


KeyResponsibilities:


PerformanceManagement

Responsible forprofessional standards of the Wills Trusts and Probate team throughregular file reviews

Supervise casework provide advice/guidance on technical and professionalmatters

Devise implement and deliverstructured training programs

Createand maintain best practice templates precedents and theirimplementation

Conduct appraisals setobjectives and targets for the team


Risk andCompliance

Manage High RiskRegister for Wills Trusts and Probatematters

Supervise staff on antimoneylaundering due diligence requirements

Investigate allegations of professional negligence and report toMD

Investigate potential dataprotection breaches

Ensure Lexcel andcase management system compliance


ClientManagement

Devisestrategies for efficient case management fee recovery and clientservice

Investigate client complaintsand draft responses per firmsprocedures

Develop and maintainstrong client/stakeholderrelationships


Requirements:

Selfsufficient in producing own work on PC with high proficiency infirms systems

Able to work withminimal administrative/secretarialassistance

Weekly/daily contact withline manager fordiscussion/supervision





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