DESCRIPTION

You will have a broad range of experience of conveyancing within the Residential conveyancing sector.

EXPERIENCE & KEY SKILLS

• To be able to lead a small team.
• To exercise your initiative to be proactive in the business development of the practice generally in particular in building and maintaining relationships with estate agents and referrers;
• To improve and enhance the firm’s client base by effective liaison with existing clients;
• To maximize the firm’s potential to cross – sell services by identifying appropriate opportunities.
• To ensure confidentiality and security of all practice and client’s documentation and/or information;
• To manage all files methodically and efficiently and in accordance with the practice’s procedures, Solicitors Accounts Rules, Anti-Money Laundering and Terrorist Financing procedures and the Lexcel quality mark;
• To create and maintain professional relationships with supervisors and other members of staff;
• To undertake such other duties, training and/or hours of work commensurate with the role;
• To undertake any specific training when required to do so and overall to have a responsibility towards self development;
• Attend and contribute to team/practice area meetings and comply with directions/decisions made to ensure team objectives achieved.

JOB PURPOSE

• To run conveyancing files providing a high quality conveyancing service in line with the Conveyancing Quality Scheme.
• The Conveyancer is expected to use a high degree of self-management and initiative and to maintain a high level of confidentiality.
• You will be expected to communicate clearly and appropriately, both orally and verbally with clients, estate agents, other solicitors and lenders whilst maintaining and developing excellent working relationships.
• To have excellent attention to detail and understanding of property law to ensure clients obtain a good and marketable title to the property and that the lender’s requirements under the UK Finance Mortgage Lenders’ Handbook are met.

KEY RESPONSIBILITIES

• To participate in dealing with new enquiries;
• To assist conveyancing assistants in preparation of draft contract packs and deducing title particularly for unregistered titles;
• On purchase files to check the title to the property, ensure the contract has been properly approved and the transfer appropriately drafted;
• To raise additional pre contract enquiries in accordance with the principles of the National Conveyancing Protocol;
• To prepare the report on title for the client explaining the rights and covenants and not just referring the client to the title documents;
• To deal with pre-contract enquiries on sales;
• Check off on the case management system the to-do tasks as they are done in order to ensure the client and estate agent are kept up to date;
• To speak with clients and estate agents on the phone to provide progress updates when requested and to deal with the same via email and always in a polite and professional manner;
• To take client instructions by telephone and email and keep detailed attendance notes of key instructions and where advice is given by phone or to follow up by email;
• To ensure the SDLT return is correctly prepared and the client advised to take specialist SDLT advice if the transaction or their circumstances suggest it is prudent;
• To review the risk assessment as often as necessary and alert compliance to any changes in the risk profile of the case;
• To undertake exchanges
• Supervising the conveyancing assistants in post completion requirements to ensure the title is properly registered and the lender requirements met particularly for leasehold properties in respect of the landlord/ management company requirements;
• Dealing with any remaining account balances in accordance with Solicitors Accounts Rules and office procedure;
• To undertake conveyancing and compliance training from time to time as directed by your Supervisor and in accordance with your training requirements for CILEX or SRA;
• To be alert to any signs of money laundering or property fraud and raise the same with your Supervisor immediately;
• To maintain a high standard of client confidentiality at all times.