Head of Wills, Trusts and Probate

My client is searching for a Head of Wills, Trusts and Probate to join their Birkenhead, Merseyside offices.

Job purpose:

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.

Requirements

• Excellent knowledge of law relevant to wills, trusts & probate
• At least 7 years’ experience of conduct of wills, trusts and probate work
• Admitted solicitor or legal executive or equivalent.
• The ideal candidate will be STEP qualified.

Key areas of responsibility

• To provide leadership to the Wills, Trusts and Probate team to ensure organised, client focused, cost effective and efficient service delivery.
• Properly recruit, select, train, actively develop, motivate and manage Wills, Trusts and Probate staff to empower them to deliver their accountabilities and achieve their full potential.
• Implement and uphold all the firm’s policies and procedures.
• Display the knowledge skills and behaviours required by the firm as set out in the Lexcel leadership & management culture statement and key behaviours document.
• 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.
• Work with the business development team, management and other colleagues, to contribute to the development and delivery of effective client relationships to achieve the firm’s strategic objectives to increase case intake.
• 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.
• Ensuring the Wills, Trusts and Probate staff work with systems and procedures that are Lexcel and Proclaim compliant, including producing and regularly reviewing templates and precedent documents for the department maintaining good relationships with third party brokers.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.