Job Description
Overall Purpose To carry out all types of Residential Conveyancing transactions and assist in the continued and profitable growth of this work within the Firm.
Reporting to: Head of Department
Location: Leicester or Market Harborough office with hybrid working.
Main duties and responsibilities
1. Responsible for providing a high quality, residential conveyancing service.
2. Responsible for own caseload of conveyancing transactions such as sales, purchases, transfers of equity and re-mortgages, including more complex or demanding transactions such as shared ownership, leasehold matters, lease extensions, sales and purchases of part, plot sales and purchases and right to buy. Ability to deal with post completion to include SDLT and Requisitions from HMLR Also to see and advise clients of the firm generally.
3. Responsible for checking and dealing with title and other legal matters arising out of conveyancing matters within the teams, seeing clients and explaining to and advising them of the implications of their transactions and the legal documents they are signing
4. Responsible for seeing and advising residential conveyancing clients and also, in the absence of other fee earners, seeing clients of other departments and helping with their queries so far as possible.
5. Responsible for maintaining up-to-date knowledge of the law relating to residential conveyancing and helping to implement any changes necessary to comply with the law and/or protect clients and the firm.
7. Responsible for ensuring that the conveyancing transactions dealt with, comply with all statutory and regulatory requirements, such as the Solicitors Code of Conduct, and the Law Society’s Conveyancing Quality Scheme(CQS), money laundering/Proceeds of Crime Act requirements and with all internal operating standards and all relevant Policies and Procedures of the Firm.
8. Such other duties as may reasonably fall within the scope of the job and/or which may reasonably be assigned from time to time.
9. Managing your own Assistant and the other Assistants when they are working on your files. Ensure any training required by the Assistants is either provided or referred to HOD to ensure that all staff receive the training needed.
10. Ensuring your Projected Billing Spreadsheet and Conveyancing File List is up to date at all times. All new matters are added to both spreadsheets and when completed they are dealt with to ensure that they are a true record of current matters at all times.
Job features
Own caseload: to be responsible for own caseload, including more complex or demanding transactions such as shared ownership, leasehold matters or sales and purchases of part.
Seeing clients: to see and meet clients (both in relation to own cases and those of other residential conveyancers) to explain and advise clients of the implications of their transactions and the legal documents they are signing.
Decision making: working without supervision to conduct the day to day activities of own caseload; to ensure the solicitor/director responsible for residential conveyancing is kept informed of any matters where the firm or clients may be at risk; to give to clients proactive and clear legal advice; to actively participate in the development of improved operating practices for residential conveyancing consistent with the Firm’s practice of continuous improvement;.
Financial management: to achieve agreed billing targets.
Marketing: to participate in the marketing and promotion of the residential conveyancing business in co-operation with the HOD/Director responsible for the Department and the Firm’s Marketing Director.
Client Care: To provide the highest standards of client care in every case and, in accordance with the Firm’s client care and complaints policies, to deal direct at first instance with client concerns as to residential conveyancing. Where such concerns and complaints cannot be resolved at first instance to assist the HOD/Director responsible for residential conveyancing and/or the Client Care Manager in dealing with such complaints.
Internal / External Relationships Internally: To develop and maintain professional and helpful business relationships with other colleagues and departments in the Firm; to maximise the opportunities and profit potential by making sure clients are aware of the range of services on offer .
Internally: To promote and ensure compliance with the Firm’s Core Values and Client Charter.
Internally: To ensure continued client satisfaction for existing clients of the Firm (whether previous clients or referred to the residential conveyancing department by other colleague) so as to strengthen the Firm’s relationship with clients and encourage other colleagues to refer clients to residential conveyancing.
Externally: To develop and maintain sound business relationships with external partners and referrers of business, particularly other estate agents and mortgage providers, so as to maximise revenue and profit potential from these source
Externally: To ensure the highest level of client care, consistent with the Client Charter of the Firm, and consistent with its Core Values.
Problem Solving.. to be proactive in addressing problems and to participate in improving operating practices consistent with the Firm’s policy of continuous improvement.
Safeguarding – Identifying and protecting vulnerable clients by notifying the Head of Department of any concerns.
Compliance – To report to the Head of Department, in a timely manner, any issues that may arise with any client or matter, that may be a reportable issue with regards to the Firm’s insurers. To pass any complaints to the relevant Director as soon as a complaint is made.