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Liverpool

    Head Of Wills, Trusts And Probate - Liverpool, United Kingdom - Clear IT Recruitment

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    Description

    To be responsible for the professional lead, legal training, and supervision of the Wills, Trusts and Probate team and delivery of a professional service by the teams to external and internal clients.

    To achieve required operational, financial and client service performance standards. To fully contribute to overall successful departmental and firm performance, effective business development and case intake.
    Admitted solicitor or legal executive or equivalent.


    • Implement and uphold all the firm's policies and procedures.
    • Deliver effective supervision of best practice and full implementation of case management standards across the Wills, Trusts and Probate team through day to day support of staff.
    • To engage and effectively communicate with staff ensuring a regular review of Wills, Trusts and Probate processes, problem solving and creative thinking.
    • To manage a personal part case load of high net worth and complex administrations.
    • Provide advice regarding the Wills, Trusts and Probate to union clients via the free legal advice service.
    • Responsibility for achieving individual and collective billing and key performance targets.
    • Collate and providing reports and data as requested by the directors including but not limited to case holdings, turnover, sources of work, income, billing, complaints and resolutions.
    • Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.


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