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JOB DESCRIPTION

Job title: Solicitor/CILEx Department: Wills & Probate
Location: Cardiff
Salary: Competitive rates of pay
Contract: Full time, Permanent
ROLE PURPOSE To provide a quality service to the Firm’s clients to meet the needs of the Wills & Probate
department and help it achieve its financial and other targets
To develop expertise in your specialism
To contribute to the success of the firm in line with personal objectives and the business
plan
DESIRED SKILLS and EXPERIENCE Experience of working in Private Client (Wills, Probate, Trusts) essential, including Wills,
Deeds of Variation, Estate Planning, Inheritance Tax Planning, Wills & Inheritance
Disputes, Probate & Estate Administration, Deputyships & Lasting Powers of Attorney,
Declarations of Trust, Trust Creation & Trust Administration. Court of Protection
knowledge advantageous
STEP qualifications preferred or a desire to study for such.
Professionalism and courtesy with clients and colleagues
Ability to handle pressure, and a busy working environment
Self-management, problem solving and initiative
A good working knowledge of Microsoft Word and Outlook
Good communication skills
Business Development skills
Ability to prioritise workloads and work within deadlines
Experience using data management systems (Knowledge of SOS advantageous)
Very organised and motivated
Willing to go the extra mile
Experience of supervising junior team members.
Ability to work self-sufficiently with shared administrative support.
SUCCESS MEASURES As set out in the current balanced scorecard documentation and your performance
objectives
Efficient running of Private Client cases using the Firm’s systems and adhering to the
Firm’s policies
MAIN DUTIES AND RESPONSIBILITIES
Leadership and Values

------------

To demonstrate the Firm’s values in dealings with clients and colleagues alike
Supervising the work of a junior team members.
Financial To record all chargeable and investment time
To complete client work efficiently to contribute to the Department revenue targets
To manage client expectations for costs and seeking to recover the maximum fees
possible, minimising write off
Business Growth To contribute specialist content to Legal Updates
To attend networking events, and speak at conferences
To seek opportunities to cross sell across the firm
People Skills To establish and maintain effective working relationships with co-workers, supervisors
and the general public
To work collaboratively with colleagues in the local offices to enhance processes and
systems and further the interests of Red Kite.
To coach and develop junior team members.
Client Focus To ensure that Red Kite is easily accessible to clients; in terms of availability to meet and
speak with clients and through the use of jargon free language in written communications To comply with the Firm’s client care charter as amended from time to time
To develop business relationships with key clients and referrers of work
Service Delivery To manage a full caseload To progress matters expeditiously and to the best of your ability to secure the client’s desired outcome
To ensure that the client is kept regularly informed on progress and costs
To build a reputation for specialist expertise
To use existing precedents and contribute know how to the Firm’s precedents
Compliance and Risk To escalate any issues arising in client matters for which you are responsible, to a higher
level if it is outside of your level of experience
Maintain regular consistent and professional attendance, punctuality, personal
appearance, and adherence to relevant health & safety procedures.
To comply with all office supervision systems and procedures as set out in the Staff
Handbook

------------
JOB DESCRIPTION

Job title: Solicitor/CILEx Department: Wills & Probate
Location: Cardiff
Salary: Competitive rates of pay
Contract: Full time, Permanent
ROLE PURPOSE To provide a quality service to the Firm’s clients to meet the needs of the Wills & Probate
department and help it achieve its financial and other targets
To develop expertise in your specialism
To contribute to the success of the firm in line with personal objectives and the business
plan
DESIRED SKILLS and EXPERIENCE Experience of working in Private Client (Wills, Probate, Trusts) essential, including Wills,
Deeds of Variation, Estate Planning, Inheritance Tax Planning, Wills & Inheritance
Disputes, Probate & Estate Administration, Deputyships & Lasting Powers of Attorney,
Declarations of Trust, Trust Creation & Trust Administration. Court of Protection
knowledge advantageous
STEP qualifications preferred or a desire to study for such.
Professionalism and courtesy with clients and colleagues
Ability to handle pressure, and a busy working environment
Self-management, problem solving and initiative
A good working knowledge of Microsoft Word and Outlook
Good communication skills
Business Development skills
Ability to prioritise workloads and work within deadlines
Experience using data management systems (Knowledge of SOS advantageous)
Very organised and motivated
Willing to go the extra mile
Experience of supervising junior team members.
Ability to work self-sufficiently with shared administrative support.
SUCCESS MEASURES As set out in the current balanced scorecard documentation and your performance
objectives
Efficient running of Private Client cases using the Firm’s systems and adhering to the
Firm’s policies
MAIN DUTIES AND RESPONSIBILITIES
Leadership and Values

------------

To demonstrate the Firm’s values in dealings with clients and colleagues alike
Supervising the work of a junior team members.
Financial To record all chargeable and investment time
To complete client work efficiently to contribute to the Department revenue targets
To manage client expectations for costs and seeking to recover the maximum fees
possible, minimising write off
Business Growth To contribute specialist content to Legal Updates
To attend networking events, and speak at conferences
To seek opportunities to cross sell across the firm
People Skills To establish and maintain effective working relationships with co-workers, supervisors
and the general public
To work collaboratively with colleagues in the local offices to enhance processes and
systems and further the interests of Red Kite.
To coach and develop junior team members.
Client Focus To ensure that Red Kite is easily accessible to clients; in terms of availability to meet and
speak with clients and through the use of jargon free language in written communications To comply with the Firm’s client care charter as amended from time to time
To develop business relationships with key clients and referrers of work
Service Delivery To manage a full caseload To progress matters expeditiously and to the best of your ability to secure the client’s desired outcome
To ensure that the client is kept regularly informed on progress and costs
To build a reputation for specialist expertise
To use existing precedents and contribute know how to the Firm’s precedents
Compliance and Risk To escalate any issues arising in client matters for which you are responsible, to a higher
level if it is outside of your level of experience
Maintain regular consistent and professional attendance, punctuality, personal
appearance, and adherence to relevant health & safety procedures.
To comply with all office supervision systems and procedures as set out in the Staff
Handbook

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