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- Tasks: Manage your own caseload of wills, trusts, and probate matters while providing top-notch client care.
- Company: Dynamic legal firm in North Leeds offering flexible working options.
- Benefits: Flexible hours, competitive salary, and opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while developing your legal expertise.
- Qualifications: 3+ years of private client experience and strong communication skills.
- Other info: Join a supportive team focused on continuous improvement and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
This Hybrid role is available as full time, part time, condensed or flexible hours and based in North Leeds. 3 years+ Private client experience is essential.
Main responsibilities include:
- Managing your own caseload of wills, LPAs, deputyships, trusts and probate matters from inception to completion, providing high levels of client care and quality service.
- Running your own caseload of wills, LPAs, deputyships, trusts and probate matters.
- Planning and prioritising case and file management.
- Accurately utilising and updating the case management system.
- Communicating internally with the private client team, support staff and finance department and externally with clients and other third parties.
- Adhering to the Anti-Money Laundering regulations, particularly verifying client and other third parties’ identification.
- Drafting legal documentation.
- Adhering to the firm’s financial policies of invoicing.
- General administration.
- Witnessing and certifying documents for clients.
- Assisting colleagues in relation to complex cases and working as a team.
- Developing and retaining new clients according to an agreed development strategy.
- Working closely with the Private Client Team Leader in marketing activities to develop new clients and promote the team and firm.
- Training and developing relevant knowledge, techniques and skills.
- Assisting in providing holiday cover.
- Undertaking any other duties relevant to the post as required.
Person specification:
Essential skills, experience, behaviours and qualifications include:
- Skills: Excellent communication skills both verbal and written; excellent team player; good organisational skills; ability to work autonomously; ability to effectively manage conflicting priorities; high attention to detail and accuracy; adept in use of MS Office, particularly Excel and Word; possess commercial awareness; ability to identify risk and carry out effective risk assessment.
- Knowledge required: Knowledge of law concerning wills, trusts, estate planning, lasting powers of attorney, deputyships, probate and all other areas of private client work.
- Experience: Experience of running a wills, trusts, estate planning, lasting powers of attorney, deputyships and probate caseload.
- Behavioural characteristics: Capable of using diplomacy, tact and sensitivity; ability to inspire and motivate; commitment to continuous improvement; taking ownership for informed decisions; high degree of personal integrity; willingness to participate actively in training and development; willingness to lead by example.
- Qualifications required: 3+ years PQE.
Legal Executive employer: LG select Ltd
Contact Detail:
LG select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, attend industry events, and join relevant online forums. The more people you know, the better your chances of hearing about job openings before they’re even advertised.
✨Tip Number 2
Don’t just apply and wait! Follow up on your applications with a friendly email or call. It shows your enthusiasm and keeps you on their radar. Plus, it’s a great way to ask any questions you might have about the role.
✨Tip Number 3
Prepare for interviews by researching the firm and its culture. Tailor your answers to reflect how your experience with wills, trusts, and probate matters aligns with their values. Show them you’re not just another candidate, but the right fit!
✨Tip Number 4
Apply through our website for a smoother process! We love seeing candidates who take the initiative to engage directly with us. Plus, it gives you a chance to showcase your understanding of our firm and what we stand for.
We think you need these skills to ace Legal Executive
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 3+ years of private client experience in your application. We want to see how you've managed caseloads and provided top-notch client care, so don’t hold back on those details!
Tailor Your Application: Take a moment to customise your application for this role. Use the job description as a guide and sprinkle in relevant keywords that match our needs. This shows us you’re serious about joining our team!
Be Clear and Concise: When drafting your application, keep it clear and to the point. We appreciate well-structured writing that gets straight to the heart of your skills and experiences. Remember, attention to detail is key!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at LG select Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and probate matters. Be ready to discuss your previous experience managing these cases and how you've provided excellent client care. This will show that you're not just familiar with the concepts but can also apply them effectively.
✨Showcase Your Communication Skills
Since this role requires excellent communication, prepare examples of how you've successfully communicated with clients and colleagues in the past. Think about times when you had to explain complex legal terms in simple language or resolve conflicts diplomatically.
✨Demonstrate Organisational Skills
Be prepared to talk about how you manage your caseload and prioritise tasks. You might want to share specific tools or methods you use to stay organised, especially if you have experience with case management systems. This will highlight your ability to handle multiple priorities effectively.
✨Emphasise Teamwork and Initiative
This role involves working closely with a team, so be ready to discuss how you've collaborated with others in the past. Also, think of examples where you've taken the initiative to improve processes or develop new client relationships, as this shows your commitment to the firm's growth.
