Adaptability and Resilience: Demonstrates an ability to analyse and prioritise the current workload. This should include taking into consideration any deadlines and show an ability to re-prioritise accordingly, when necessary.
Client management: Provide excellent levels of client care and communication through regular client contact that is appropriate to the outcome. Meet reasonable expectation of clients and provide clear and appropriate advice.
Communication and Literacy skills: Convey information to clients and others in a clear and simple manner (where appropriate, interpret technical language using plain English) in both written and oral communication.
File management: Create and maintain accurate file records in line with employer’s policies and procedures, taking into account Data Protection and Confidentiality issues.
Legal Advice and Compliance: Apply attention to detail in all work to ensure correct legal and tax advice is provided. Accurately follow internal (and external) processes and carry out procedures to ensure a matter is fully compliant. Uphold all relevant codes of conduct.
Legal Rigour: Draft accurate and complete legal documentation, taking pride in the delivery of high quality work. Identify legal or tax resources to undertake relevant research to progress a matter; and escalate when a matter becomes complex or beyond own agreed level of accountability.
Numeracy: Understand, interpret and be able to apply numbers accurately in order to calculate the standard financial aspects of a small case load of non-inheritance tax and non-complex estates; and maintain compliant and complete record keeping.
Planning: Manage time autonomously to ensure deadlines, agreed performance targets and milestones are achieved, as applicable.
- Business: Understand the differing legal services delivery business models, including those used by their employer. Understand and apply commercial practices of the employer.
- IT: Understands and applies the technology that is available to achieve the outcomes within the area of probate.
- Legal and Technical: Working knowledge of probate and succession law to include: awareness of and understanding of the Non Contentious Probate Rules 1987; and knowledge and application of taxation elements within probate; and awareness of Trust and Property law and relationship with probate.
- Risk and Compliance: Has an understanding of the regulatory policies and procedures, to include those applicable to the employer.
- Critical Thinking: Analyse, interpret and evaluate information in order to apply the law (or regulatory code of conduct) appropriately to progress a matter.
- Motivation and Enthusiasm: Demonstrate a positive and proactive approach to work. Take accountability and responsibility for own actions.
- Relationship Management: Build and maintain client and third party relationships in a professional and ethical manner. Communicate with clients in a caring and understanding manner to support them through difficult circumstances; and be able to work sensitively with empathy, acting with integrity and honestly to support the provision of proper legal outcomes on behalf of client(s).
There are no formal entry requirements.
Apprentices without level 2 English and maths will need to achieve this level prior to completion of their apprenticeship.
Typically 18 to 24 months.
Professional Qualifications / Recognition
This is a Level 4 apprenticeship.
Meeting the competency standard of the apprenticeship will enable the successful apprentice to apply for voluntary professional registration with the CLC and professional membership with the Society of Estate and Trust Practitioners.
Originally published on Gov.uk, this information has been re-used under the terms of the Open Government Licence.";