To provide high quality, legal advice and support service to our clients across the Private Client sector. To assist the firm in achieving its stated professional objectives by developing the business unit.
- Meeting and interviewing clients to provide advice, take and then carry out instructions in a professional and timely fashion;
- Advising clients on legal issues, including in particular the preparation of Wills and Powers of Attorney and matters of succession including inheritance tax and legal rights;
- Operating independently to manage your own caseload, with particular regard to the timely completion of work and with awareness of key dates and deadlines;
- To develop and maintain good working knowledge of the administration of executry estates;
- To develop and maintain good working knowledge of the use and administration of trusts including charities;
- To develop and maintain good working knowledge of the procedures under the Adults with Incapacity regime, including in particular applications for welfare and financial guardianship;
- Participating in seminars, talks and events run by the department to demonstrate the firm's suitability to provide services and advice to audiences including other professionals and potential clients;
- Explaining the firm’s fees to clients in a clear manner ahead of carrying out work;
- Working in a team within the firm, sometimes referring files to colleagues;
- Delegating work to junior and trainee solicitors, paralegals and legal secretaries as appropriate, while still providing suitable guidance and supervision towards the completion of that work;
- Making cross referrals to colleagues in other parts of the business;
- To keep fully up-to-date with the relevant areas of law and practice.
- To keep fully up-to-date with and to comply with the solicitor’s rules of conduct
- To attend external and/or internal training courses as appropriate, including obtaining the STEP Diploma in Trusts and Estates if you do not already have this.
- Keep CPD records up to date and comply with the compulsory CPD requirements.
- Adhere to Blackadders policies and procedures and Law Society of Scotland Regulations, including Money Laundering, etc.
- To ensure that Safe Working Practices are adhered to, in accordance with Health and Safety Legislation and Blackadders LLP.
- To ensure monetary transactions are dealt with efficiently and in accordance with Anti money laundering regulations.
- To work and behave in a professional manner and within the highest ethical and other standards of the profession.
- Comply with procedures set out in the office procedures manual, professional standards and any requirement set by the Law Society of Scotland.
- To maintain the strictest standards of client confidentiality at all times.
Performance Measured By:
- Personal development and contribution to the overall objectives of the firm
- Efficiency in dealing with work and accuracy of work produced.
- Compliance with time recording requirements and reaching financial targets.
- Conducting matters on behalf of clients to their satisfaction.
- Careful file management and the keeping of detailed contemporaneous attendance notes of all work done on behalf of our clients.
- Working knowledge and use of necessary discipline of law.
- Ability to work with initiative; maintaining a flexible and responsible approach
- Good attendance and timekeeping
There may be the requirement to perform duties other than those given in the job description for the post. The particular duties and responsibilities attached to posts may vary from time to time without changing the general character of the duties or the level of responsibility entailed. Such variations would not of themselves justify the re-evaluation of a post. In cases, however, where a permanent and substantial change in the nature of the duties and responsibilities of a post occurs consistent with a higher level of responsibility, then the post would be eligible for re-evaluation.