Legal Advisor - Intermediate Track in Cardiff

To manage a caseload of litigated and non-litigated personal injury claims with a value of up to £100,000.00, ensuring each case is progressed efficiently from initial instruction through to resolution.

The role involves overseeing the full lifecycle of claims, applying sound legal judgement and procedural knowledge to achieve timely and cost-effective outcomes for clients and stakeholders.

Key Responsibilities

• To efficiently run a case load of files which are litigated and non – litigated personal injury claims with a value of up to £100,000, efficiently, proactively and profitably,
• Ensure that our customers receive gold standard customer care.
• Deal with Fixed Fee and Portal RTA including untraced and uninsured MIB claims with the intention of maximising damages for the customer by pursuing all relevant heads of loss.
• To ensure that appropriate medical and non-medical evidence is obtained in accordance with the relevant track and recoverability.
• To use PI Calculator to assist in the efficient progression of your cases.
• To issue proceedings using the Court Portal.
• Attend conferences, hearings and CMC’s with Counsel if necessary.
• Advising customers as to litigation/cost risks where appropriate.
• Advising customers about the risks associated with fundamental dishonesty and ensuring that all evidence is closely reviewed and cross referenced for consistency.
• Ensure any appropriate instructions are obtained from any relevant lay and/or insurance customers, litigation friend, attorney or Deputy in a timely manner.
• Compliance with professional conduct rules and follow our internal policies and procedures.
• Prioritise Court directions ensuring all directions are complied with in a timely manner.
• Ensure customers are kept informed and up to date on a regular basis throughout the life of the claim utilising technology where appropriate but maintaining a personal connection with our customer throughout.
• Building constructive and positive working relationships with Defendant Solicitors and Insurers with a focus on collaborative working where appropriate.
• Check the authenticity and validity of claims by carrying out due diligence.
• Continually risk assess from the outset and duration of the case to ensure that the prospects of success are sufficient to justify continuance and to extract from cases where prospects of success fall below 51%.
• Ensure that any relevant insurer is kept updated and fully informed as to the progress of any claims to reduce any potential exposure/liability and to increase saving
• To ensure that correct retainers and rates are sent to the customer and that costs estimates are updated annually and retainer rates reviewed regularly.
• Ensure that the correct medical and other evidence is obtained in order that the claim can be advanced and/or maximised.
• Discuss liability and/or quantum offers with the relevant parties, making use of the telephone rather than letters whenever possible.
• Prioritise incoming daily post/emails and dealing with anything needing urgent attention while the remainder of the post is dealt with expeditiously and in order of importance and productivity
• May be required to act as an authorised person if requested.

Experience & Knowledge

• Experience of running your own claimant caseload of litigated and non-litigated personal injury claims within all RTA Portals and the former Multi Track (now Intermediate Track).
• Whilst not essential an ability to run El/PL or OL cases would be an advantage,
• Experience of working to a fee target and/or settlement targets,
• A willingness to be involved in the mentoring and development of colleagues,
• Have a good working knowledge of the CPR and/or and other relevant case law and/or legislation and progressing claims in a timely manner in accordance with the CPR,
• Excellent customer care skills,
• Able to provide written and oral advice in a clear concise manner,
• Good communication skills, in particular customer communication,
• The ability to liaise and build up a rapport by using effective communication with all external agencies during the life of a claim including medical agencies, investigators, barristers et,
• Good IT skills with a sound working knowledge of VF or a similar case management system and essential MS Office knowledge,
• Excellent time management and organisational skills, with a calm and methodical approach to work, and a flexible and adaptable attitude to resolving issues.

Here at Carpenters group diversity and inclusion matters, it is integral to our culture and we welcome applications from everyone.

We celebrate difference and believe in equal opportunities for all.

About us

Here at Carpenters Group, we’ve been providing legal and insurance services across the UK for over 30 years.

We’ve grown from a small law firm into a 1500 people strong team made up of insurance professionals, legal experts and best in class corporate services, working across seven office locations.

We work in partnership with household name insurers to deliver a variety of fully outsourced claim solutions. We also represent individuals who need expert legal support.

As a great place to work our core values underpin how we behave.

Our working environment is positive and informal, and we encourage people to work together to perform at their best.

We understand that our success as a business depends on the success of our people, which is why we invest in your training, development and social projects, helping everyone to connect and grow.

No matter what stage of your career, at Carpenters Group there is a place for you to achieve your potential.

• 2 x Volunteering days to support charitable initiatives
• Matched Giving – up to £250 matched for personal charity fundraising for a registered charity
• My Medicash App – including access to rapid digital physiotherapy and skin cancer screening assessments plus fitness videos and wellbeing tools
• Discounts and cash back on travel and shopping through Medicash extras
• Life Assurance Scheme (4 x salary)
• Active network of Wellbeing Champions – providing mental health support
• Training and development opportunities
• Funded social events to connect with your colleagues
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