Head Of Wills Trusts and Probate

Head of Wills Trusts and Probate Ref 701

Salary: **Negotiable based on experience ranging from**

Our Legal Services client is currently looking for a Head of Wills Trusts and Probate in their Merseyside head office.

Supervisory responsibility: Wills Trusts and Probate fee earners and support staff

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 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.

Key Responsibilities:

Performance Management

Responsible for professional standards of the Wills Trusts and Probate team through regular file reviews

Supervise case work provide advice/guidance on technical and professional matters

Devise implement and deliver structured training programs

Create and maintain best practice templates precedents and their implementation

Conduct appraisals set objectives and targets for the team

Risk and Compliance

Manage High Risk Register for Wills Trusts and Probate matters

Supervise staff on antimoney laundering due diligence requirements

Investigate allegations of professional negligence and report to MD

Investigate potential data protection breaches

Ensure Lexcel and case management system compliance

Client Management

Devise strategies for efficient case management fee recovery and client service

Investigate client complaints and draft responses per firms procedures

Develop and maintain strong client/stakeholder relationships

Requirements:

Selfsufficient in producing own work on PC with high proficiency in firms systems

Able to work with minimal administrative/secretarial assistance

Weekly/daily contact with line manager for discussion/supervision