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Apprenticeship

Legal technician - conveyancing technician or probate technician (level 4)

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Information about Legal technician - conveyancing technician or probate technician (level 4)

Support the Authorised Person in dealing with legal matters relating to the transfer of ownership of land or property from a seller to a buyer

Knowledge, skills and behaviours
View knowledge, skills and behaviours

Knowledge

  • Fundamentals of legal and regulatory liabilities with regards to the client and business to ensure compliance with all professional obligations.
  • Fundamentals of the requirements for acting in the best interest of the client to protect clients and limit liability for negligence, such as identifying and acting for vulnerable clients.
  • Fundamentals of anti-money laundering regulations in relation to legal transactions, including personal and professional liability.
  • Fundamentals of the principles of client billing, including the principles of time-recording and fee charging structures.
  • Various communication techniques to translate legal terms and concepts, using plain English to explain standard legal terms.
  • Principles of digital tools and software, such as case management systems, databases, and online drafting software.
  • Organisational data and information security standards, policies, and procedures relevant to data management activities.
  • Fundamentals of the legal requirements relating to the use of data, including risks to data confidentiality posed by, and arising from, clients’ actions.
  • Fundamentals of organisational vulnerabilities in digital systems, including cybersecurity, and steps that can be taken to mitigate those risks.
  • Principles of best practice for diversity and inclusion when providing services to clients.
  • The activities of the occupation which contribute to their ‘professional carbon footprint’, and steps that can be taken to reduce it.
  • Fundamentals of professional regulatory arrangements for personal compliance with requirements.
  • Principles of law applicable to conveyancing in respect of residential property.
  • Fundamentals of taxes relevant for conveyancing.
  • Approaches to stakeholder engagement and conducting Know Your Client activity to establish needs and risks within conveyancing activity.
  • Principles of law applicable to Will drafting and Lasting Powers of Attorney.
  • Principles of law applicable to probate.
  • Fundamentals of taxes relevant for probate activities.
  • Principles of establishing legal capacity and identifying potentially vulnerable clients, including during drafting of Wills, Lasting Powers of Attorney, and administration of estate.
  • Principles of reviewing deceased client documents and records, including identification and significance of digital assets.
  • Principles of drafting Wills and Lasting Powers of Attorney.

Skills

  • Manage points of contact with clients and key milestones to lead the client experience.
  • Administer legal procedures, under supervision, to work effectively with other lawyers and professional third parties.
  • Assist clients and manage their expectations, under supervision, using the most effective channels and approaches.
  • Protect client's interests, under supervision, to ensure they receive an honest and lawful service.
  • Organise and administer workflow, such as legal files, case management, and accounting systems, to progress work within service level expectations.
  • Use the principles of Law and translate using plain English to provide clarification and explanation of the legal process and standard Legal terms.
  • Support service delivery with transparency and within the cost model of the organisation.
  • Undertake Know Your Client activities throughout legal transactions.
  • Undertake fraud protection measures and cyber security procedures in relation to legal transactions.
  • Manage risk, under supervision, in relation to legal and regulatory liabilities with regards to the client and business.
  • Undertake case load management, under supervision, to prioritise customer service and work in the client's best interests.
  • Adhere to professional, supervisory, and regulatory requirements as required by organisational policies and procedures.
  • Undertake the provision of legal services, under supervision, in connection with sale and purchase, re-mortgage, or transfers of equity of residential property, including advice and guidance to clients relevant to conveyancing.
  • Review and administer legal documents related to sale and purchase, re-mortgage, or transfers of equity of residential property, including, land registry file documents, statutory declarations, and completing documents as required.
  • Undertake the assessment of client risk, under supervision, in relation to Will drafting and Lasting Powers of Attorney, for example risks to vulnerable or elderly clients.
  • Undertake the assessment of client risk, under supervision, in relation to probate.
  • Undertake the provision of legal services, under supervision, in connection with administration of an estate, including advice and guidance to clients relevant to Will drafting and Lasting Powers of Attorney.
  • Undertake the provision of legal services, under supervision, in connection with administration of an estate, including advice and guidance to clients relevant to probate.
  • Undertake the review and administration of legal documents, under supervision, related to Will drafting and Lasting Powers of Attorney, including drafting and completing documents as required.
  • Undertake the review and administration of legal documents, under supervision, related to probate, including drafting and completing documents as required.

Behaviours

  • Accountable for own fee generating work and the costs incurred to deliver services in line with the organisation's approach.
  • Provides a timely and efficient service.
  • Helps generate solutions to legal problems, working with senior colleagues to consider a range of options and identify when to escalate problems outside of their remit.
  • Works closely with senior colleagues to ensure that the client and organisation are protected from undue influence, financial crimes, and cybercrime.
  • Approaches work with professionalism in legal service activities and relationships with others.
Training category (sector)
Legal, finance and accounting
Training level
4
Equal to higher national certificate (HNC)
Course duration
24 months
Maximum funding
£10,000
Maximum government funding for
apprenticeship training and assessment costs.
Job titles include
  • Conveyancing paralegal
  • Conveyancing technician
  • Private client paralegal
  • Probate paralegal
  • Probate technician
  • Registered conveyancing technician
  • Registered probate technician

View more information about Legal technician - conveyancing technician or probate technician (level 4) from Skills England.