LA/PC/E/SUSSEX/SEP21 - Solicitor

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Posted: 02/09/2021 16:56
Start Date: Not Available
Salary: Competitive
Location: Multiple
Level: Legal Adviser
Deadline: 14/10/2021 23:59
Hours: 37.50
Benefits: Competitive
Job Type: PERM

Private Client Legal Adviser

Do you want to work for an award winning, supportive law firm that is focussed on promoting individual growth? 

An exciting opportunity has arisen for an experienced Legal Adviser (4+ PQE) to join our busy Private Client Department. This is a permanent, full time position (Monday – Friday, 9am – 5.30pm) based in our any of our Sussex offices.

The ideal candidate will be self-motivated, able to work independently and proven experience working towards financial targets. You will have a relevant professional qualification and/or equivalent expertise, skills and experience in Wills, Probate, Powers of Attorney, Trusts and tax. 

Working closely with the Private Client team, you will be undertaking various Wills, Probate, And Power of Attorney matters for a range of private clients.  This will include, where appropriate, attending client meetings, drafting wills, advising on Declarations of Trust, administering estates, preparing Lasting Powers of Attorney, providing advice on tax and trusts and handling General Affairs files.

A high standard of interpersonal and communication skills are vital, especially in the context of client care and we are looking for someone who has a positive and friendly manner in dealing with clients, referrers and colleagues.

Why choose Mayo Wynne Baxter?

It is exceptionally important to us that we have the best people in place to provide an outstanding service to our clients and, whether in a client-facing role or not, we recognise that everyone contributes to our business success.

From day one of new recruits joining us, we invest time in training and development with a comprehensive introduction to our business over the first few days.  The nicest feedback we get from our new employees is how friendly everyone is and how welcomed they have felt.  We endeavour to focus on our employees’ individual strengths. By understanding an employee’s true strengths, we help them to work productively and excel in their role.

We recognise the importance of a healthy work life balance, supported by our benefits package which includes:

 

  • Holidays - 33 days including bank holidays per annum
  • Extra day off for your birthday
  • Contributory Pension Scheme
  • Employee Apprenticeship scheme
  • Legal Service Benefits
  • Social Events
  • Referral Incentives
  • Rewards Discount page
  • Healthcare cash plan

 

MWB encourage people from all backgrounds to apply to join our team.  We seek to engage a diverse workforce, focusing on inclusivity and fair treatment for all.  We oppose all forms of discrimination and promote equality of opportunity in everything we do. 

We can make reasonable adjustments for applicants and employees with a disability so please let us know about any specific needs and requirements you have.

Job Purpose

Provide high quality legal advice to clients and colleagues in your relevant specialist area(s) of law.

Manage allocated client files in accordance with the firm’s quality standards, processes and procedures, taking full responsibility for files that are in your name.

Tasks and Responsibilities

Provide Legal Advice to Clients

  • Engage with prospective legal clients, produce matter estimates and pre-instruction documentation as required, follow up enquiries and overcome objections to instruction (or manage same if delegated to others).
  • Produce (or manage the delegated production of) timely, well considered, written advice to clients and the required legal documents to progress and conclude their matter.
  • Ensure all aspects of the matter are fully recorded in the electronic Peppermint matter file.
  • Ensure all necessary communication and actions are taken with third parties and relevant organisations to conclude the matter correctly.

Client Service

  • Ensure that all client work is processed correctly and expeditiously and that the client is kept regularly informed of progress and costs
  • Demonstrate a “Can Do Approach”, going beyond what was expected to deliver the early appointment, the urgent call back, the delivery of a piece of work and concentrating on how we can assist the client and, where possible, in exceeding their expectations
  • Exercise high standards of client care in a professional and pleasant manner at all times

Financial

  • Achieve agreed levels of time recording and billing
  • In close liaison with the Credit Controller, have overall responsibility for credit control on own matters
  • Ensure effective financial management on files (e.g. regular billing, credit control, money on account, reduction in WIP lock up where achievable etc)
  • Delegate work effectively to other legal department team members and to the Legal Support Assistants to ensure work is done profitably at the right level, and manage the timely delivery of those tasks

Risk Management and Compliance

  • Work effectively with the Enquiries and Database & Compliance teams to ensure accurate provision of information in respect of opportunities and new matters
  • Follow the firm’s and your department’s agreed procedures, templates and processes, paying particular attention to risk management and compliance in relation to client matters
  • Comply with Solicitors Accounts Rules and the Rules on the Professional Conduct of Solicitors
  • Comply with SRA, CILEX or other professional body membership requirements
  • Comply with continuing competence requirements of the SRA (or equivalent body)
  • Ensure the confidentiality and security of all the firm’s and client’s documentation and information

Business and Practice Development

  • Help with marketing initiatives in own and other departments
  • Contribute to business development strategy and identify opportunities to promote the firm both within own work type and other areas
  • Be active in promoting the services of the firm and its image and ethos
  • Identify opportunities to promote the business through blogs, articles, networking events, specialist knowledge, referrer networks and other means
  • Seek client feedback via Trustpilot reviews, testimonials and recommendations
  • Contribute to Legal 500 and Chambers entries
  • Engage with the community, to promote the firm’s CSR policies and ensure visibility in the business communities served

Team Aspects and Supervision

  • Delegate work to Paralegals, other legal advisers and the Legal Support Team
  • Assist the HOD with supervision, induction and training of new and existing team members
  • Provide training, coaching and learning opportunities as appropriate for new and existing members of the team
  • Assist the HOD in monitoring workloads, performance and compliance with the firm’s procedures
  • Assist the HOD in motivating team members to achieve excellent performance and seek their input to improvements in the way we work
  • Ensure excellent communication with individuals and across the team
  • In liaison with the HOD and HR, be involved with staff issues as required such as absence or performance problems in a timely manner
  • Conduct performance reviews and probationary reviews as required and to follow up any issues arising from this activity
  • Deal with any other day to day supervisory issues that may arise, such as authorising holiday requests as delegated by the HOD

 

General

  • Provide support to legal advisers and other colleagues as required
  • Attend any internal or external courses and events as required and overall to have a responsibility towards self-development
  • Ensure good working relationships with external institutions and organisations
  • Carry out Fire Warden responsibilities in your work area as well as First Aider/Appointed Person if required  

This job description is not exhaustive and you may be asked to undertake any other duties that may within reason be required from time to time.

Mayo Wynne Baxter retains the right within reason to vary this job description in light of business developments at any time in the future.

Person Specification

 

Essential

Desirable

 

Aptitude & Personal Skills

 

 

Demonstrates a flexible attitude when performing all aspects of the role

*

 

 

Demonstrates a willingness and aptitude to learn new skills and ways of working

*

 

Demonstrates a recognition of the importance of working as part of a team

*

 

 

Demonstrates an ability consistently to exceed expectations to ensure that the highest standards of service to others, inside or outside the firm, are achieved

*

 

 

Demonstrates compliance with regulatory obligations

 

*

 

 

Demonstrates the ability to contribute to ways of improving how the firm processes work and/or delivers a service

 

*

 

 

Demonstrates the ability to contribute to a positive and supportive environment for people working in the firm (and for clients where appropriate)

*

 

 

Experience & Technical Skills

 

 

Demonstrates the capability to perform the role set out in the Job Description

*

 

 

Experience of supervising colleagues and assisting with training, motivation and performance issues

 

*

 

Demonstrates the capability, willingness and IT skills required to use the firm’s Practice Management System and supporting IT applications and processes (e.g. for electronic post, bundle creation)

 

*

 

 

Experience of Microsoft Office suite including Word and Outlook

 

*

 

 

Experience of Microsoft Excel

 

 

*

 

Excellent communication skills to be able to communicate to the highest level in person and in writing

 

*

 

 

High degree of efficiency, accuracy and organisation in carrying out tasks

*

 

 

Knowledge & Qualifications

 

 

Admission to professional body (eg Law Society, CILEX  or similar) or experience gained managing cases in own name

 

*

 

 

Good written English, especially spelling, grammar and punctuation

*

 

 

Ability to learn MWB’s systems and administrative procedures

 

*

 

Knowledge and understanding of data protection legislation and requirements

*

 

 

 



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