Salary at RIGHT LEGAL GROUP

Responsibility

• attending client appointments to provide advice and guidance on creating Wills and Lasting Powers of Attorney
• giving a tailored RightWill service to each client
• delivering outstanding customer service at all times
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• working with the rest of the business to deliver its core purpose and cultural values
• completing high level administrative tasks to create accurate legal documents
• organising and attending signing meetings for our clients, ensuring the documents are executed correctly
• managing a large case load of client files from instruction to completion
• working towards and achieving financial targets set by the business
• precisely and regularly reporting the outcome of appointments using our CRM system

Requirements

• job Types: Full-time, Permanent

Responsibility

• ensuring the file is being managed compliantly and in accordance with our regulatory obligations
• monitoring all client correspondence of anyone with 12 months or less experience in Probate
• ensuring the advisor has provided correct legal advice that is tailored to the client’s circumstances, and such advice has been thoroughly documented
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• checking all legal work completed by the advisor throughout the estate administration. This includes, but is not limited to, grant applications, IHT forms, estate accounts, post-death variations and trust deeds
• providing weekly feedback to advisors under supervision, including a one-hour coaching session per week to discuss all files submitted for supervision, followed up with written feedback
• providing ongoing supervisory support including ad hoc legal questions
• the role is perfect for an experienced Private Client Solicitor/Legal Executive who is passionate about developing and mentoring the next generation of Private Client lawyers by way of comprehensive supervision, whilst continuing to maintain client relationships with a small case load of advanced-level work

Requirements

• an advanced level of knowledge of Private Client with at least 3 years PQE within this field
• STEP qualified or working towards this is desirable but not essential
• exceptional levels of client care with excellent communication skills
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• A thorough understanding of our regulatory obligations in line with the SRA Code of Conduct for individuals and firms
• excellent organisational skills with good attention-to-detail and a methodical/conscientious approach
• an ability to coach and mentor others, whilst providing constructive feedback and holding said individuals accountable for delivery on agreed actions

Earnings for position supervisor

Responsibility

• making outbound calls to clients to understand their needs and generate appointments for our team of Legal Advisors
• finding product solutions to clients needs and ensure they receive the right advice for their circumstances
• handling incoming calls from clients and establish the type of service they require
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• building long lasting relationships with clients
• maintain a sales database to ensure client contact is consistent and in line with our clients journey
• provide a 5\* service to all clients at all times
• achieving individual set targets & KPI’s
• follow all business and regulatory process to ensure the company is protected at all times
• undertake all learning and development opportunities to support the growth of yourself and the business

Requirements

• customer service: 1 year

Responsibility

• working with the rest of the business to deliver its core purpose and cultural values
• working towards individual and team targets for appointments booked with our legal teams
• ensuring our appointments ‘booked-to-sat’ conversion rate is achieved
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• monitor and manage daily/weekly performance
• complete quality assurance checking on all team members
• complete daily, weekly and reports on team performance
• motivate the team members throughout the working day
• coaching and training team members regularly
• conduct regular personal development reviews with all team members
• prepare and deliver team meetings and holding monthly reviews with the team
• supporting the Contact Centre Manager
• ensuring KPIs are achieved and working closely with individuals where this is not being met
• ensuring our business standards are being achieved

Requirements

• our leadership team are responsible for the delivery of business targets and KPIs by motivating, monitoring, and managing our Customer Experience team members, delivering individual and team coaching and training to support individual growth and development

Responsibility

• document and analyse business processes; identify alternative solutions, assess feasibility, recommend and implement new approaches
• analyse, validate and communicate functional and non-functional requirements using appropriate documentation and modelling techniques
• actively support the business when undertaking User Acceptance Testing
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• working with the rest of the business to deliver its core purpose and cultural values, driving the same thinking throughout the RLG network
• write support documentation and quick reference guides
• responsible for the delivery of effective change management, that includes the promotion of the business vision, key purpose and change deliverables
• provide end user training when required
• working with all stakeholders to embed change. Identifying what changes in processes, procedures and practices are needed to embed change and deliver the planned benefits
• review the current data capture, reporting and overall use of data in the business to help identify and highlight trends
• lead the roll out of the in-house CRM across the whole of the RLG distribution, ensuring it is fully utilised and effectively maximised via technology, training and operational support
• plans are in place on all aspects of the change/project
• reporting to: Head of Operations