Will Writer

Barcan+Kirby is looking for an experienced Will Writer to join our award-winning team. You will have proven client-facing experience, impeccable organisational skills and the drive to make the most of this unique opportunity.

In return, you will be a part of an established and well-respected law firm; one that actively promotes their talent and offers flexible working opportunities. We champion excellence and are looking for someone who is experienced in this area of law, is able to prepare suitable Wills and Lasting Powers of Attorney for our clients, and who can become a key part of our organisation’s success.

Working within the Wills, Trusts and Probate team, you will write and deliver high-quality legal documents for our clients in accordance with our in-house protocols. Upholding our reputation of excellence both internally and externally, you will ensure complete satisfaction by remaining friendly, approachable and respectful at all times.

This is the perfect opportunity for someone who is pursuing a career in law and seeking a challenging but rewarding role.

Key responsibilities

  • Exercising high standards of client care in a professional and pleasant manner at all times
  • Interviewing clients, taking instructions, keeping detailed file notes of instructions received and advice given
  • Maintaining file checklists
  • Opening files and issuing client care letters
  • Raising further enquiries with clients as necessary
  • Considering, drafting and submitting suitable Wills in accordance with our STEP Protocol
  • Preparing suitable Lasting Powers of Attorney and accompanying forms
  • Registering Lasting Powers of Attorney on behalf of clients
  • Advising clients on progress of matters and completing matters on schedule
  • Checking draft documents
  • Ensuring formalities for signing documents are complied with
  • Checking and closing files
  • Arranging storage of original documents
  • Dealing with email, letter, fax and telephone communications promptly
  • Maintaining an adequate and up-to-date knowledge of the law and practice
  • Notifying a Partner or Head of Department as to any complaints received in respect of work undertaken
  • Ensuring the confidentiality and security of the firm and client’s documentation and information
  • Complying with the Solicitors Accounts Rules and the SRA Code of Conduct, STEP Protocol and the office manual
  • Maintaining Lexcel compliance on all files
  • Maintaining clear and precise communications with other personnel in the firm
  • Ensuring good working relationships with external institutions and organisations
  • Responding promptly and accurately to requests for information concerning case work from Partners, supervisors and fee earners
  • Attending all offices of the firm as required and working therein
  • Assisting with work for other colleagues if they are out of office due to annual leave, sickness etc.
  • Participation in team, office and departmental meetings
  • Participation in marketing initiatives as required

Accounts procedures

  • Obtaining payment on account from clients
  • Preparing bills
  • Requesting transfer of money between client and office accounts
  • Referring amendments to cheques and bills to Partners for approval, and dealing with the formalities for such amendment
  • Perusing monthly print outs and taking the required action
  • Any other reasonable duties as directed by your manager

Knowledge and experience

Essential

  • Previous experience in a similar role taking instructions for and preparing Wills
  • Experience of dealing with vulnerable clients
  • Able to work on own initiative and to deadlines
  • IT literate and confident using and adapting to new systems and processes

Desirable

  • Experience of preparing LPAs
  • Marketing skills: knowledge and experience of social media and networking as a business development tool

Qualifications

Essential

  • GCSE (or equivalent) in English and Maths
  • Full clean driving license

Desirable

  • STEP Advanced Certificate in Will Preparation or CILEx

Skills and competencies

Team orientation

Essential

  • Ability to motivate oneself
  • Enjoys working as part of a team help and supports others
  • Ability to use your own initiative

Communication

Essential

  • Ability to convey information accurately and make self be understood
  • Can communicate effectively with people at all levels

People management

Essential

  • Ability to prioritise own workload using a systematic approach
  • Able to be fully productive without being prompted and produces good quality work within own abilities
  • Ability to balance tasks, structure own workload to make best use of time and resources, delivers to deadline

Customer focus

Essential

  • Listens carefully to the client’s situation and needs, asks relevant questions and records correctly
  • Has full understanding of the range of responses and actions available, ensures any commitments made are accurately recorded
  • Is aware of the need to meet clients’ needs

Results orientation

Essential

  • Ability to work calmly and maintain a disciplined approach to the task under the pressure of deadlines and/or changing objectives

Problem solving

Essential

  • Able to identify recurring problems within own area of work and take appropriate action
  • Ability to use own initiative in making sound decisions

Location and working hours

  • This is a full-time role, however flexible hours will be considered
  • Working hours are 9.00am – 5.15pm, Monday to Friday (including a 1 hour unpaid lunch break)
  • You will be office based with travel to other offices for client meetings and home visits using own car

Closing date

Applications for this role close on Tuesday 21st January 2020.

How to apply

Ready to apply for this role? Send us your CV and cover letter using the form below.