Solicitor/Chartered Legal Executive – Commercial Property and Private Client (Wills & Probate)

Legal
Walker Foster Solicitors
Posted 6 days ago

Full time/reduced hours available, location is flexible across any of our offices and can include some hybrid working.

Our Solicitors/Chartered Legal Executives have the responsibility of managing a full caseload from instruction to legal completion, in addition to building and maintaining excellent client relationships and working effectively as part of a team.

  • The Commercial Property role includes agricultural property sales and purchases, commercial sales and purchases, commercial landlord and tenant including new leases, non-contentious lease renewals, licenses and other documents ancillary to commercial leases, option agreements and conditional sale and purchase agreements, commercial property finance, sale and lease back, overage agreements and deeds of grant
  • The Private Client role includes will drafting, inheritance tax planning, trust creation and administration, powers of attorney and Court of Protection applications, and probate and estate administration. The individual would ideally be STEP qualified or working towards the accreditation.

Both roles involve:

  • Working to agreed levels of billing, time recording, aged debt, and other agreed key performance indicators
  • Progression of all client work in a timely and accurate manner, keeping the client regularly informed on progress and on costs
  • Maintenance of the confidentiality and security of all documentation and information of the practice and clients, including the use of our case management system
  • Responsibility for credit control on own matters, with the guidance and support from the Credit Control/Accounts team
  • Compliance with the Solicitors’ Accounts Rules and the Solicitors’ Code of Conduct and Conveyancing Quality Standard
  • Positive relationship management with external organisations both individually, and as part of the firm’s marketing and business development strategy, to create a strong client base and generate referrals
  • Responsibility for personal performance and development, including preparation for/contribution at performance review meetings, and carrying out regular training to keep abreast of changes and developments in the law and to maintain professional competence
  • Supervision of a legal assistant through regular interaction and review meetings to discuss performance, development, and wellbeing
  • Participation at Departmental Meetings – ensuring key matters of concern are raised for discussion, and that input to the meetings is positive and constructive
  • Contribution to a positive working ethos through the delivery of our Colleague Charters

 For more details, or to apply for the role, please get in touch with Kelly Chambers (Head of People) – khc@walkerfoster.com

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