Legal Quality Assessor- Private Client
Location: Remote, office attendance once a month from any of 4 office locations
Salary: Up to £38,500 + Bonus
Flexible/Condensed hours, 4 days or full time available
Key Features:
• Remote working
• Flexibility of hours
• No billing targets
• Perfect for an experienced private client professional looking to move away from a fee earning role
CRA Consulting are working in partnership with a reputable national business with offices throughout the country. Our client is a long term established organisation with a great approach to their employees and customer base. This is a fantastic opportunity for an experienced wills and trust professional to join an exciting and forward thinking business known for their ethical approach, innovative use of technology and commitment to members, customers and colleagues. Our client is a leading provider of probate, estate planning and private client services, with a portfolio of commercial partnerships with blue chip clients in the financial advisory, insurance and banking sectors.
In this newly created role, you’ll work closely with the estate planning team to quality check the conversation between the firms estate planning consultants and clients from a legal, risk and compliance perspective. If you identify opportunities for improvement, we’ll look to you to provide relevant feedback alongside designing and delivering training where required. You’ll directly contribute to making sure our clients have the best experience possible, as well as mitigating risk, maintaining regulatory compliance, and helping us to maximise commercial success.
There’s no billable targets or chargeable hours within this role, so if you have strong technical knowledge in estate planning, we can offer you the chance to develop your training skills whilst making a positive impact on the personal development of our consultants.
Roles & Responsibilities
• Work with the Legal Standards Principal and consultant managers to identify the core listening you’re going to do
• Quality check consultant calls to make sure our clients are receiving legally accurate information and we’re providing the best product for them, as well as meeting our risk, regulatory and compliance requirements
• Provide guidance to our customer facing consultancy team to make sure that clients leave with peace of mind, and they received an excellent standard of care
• Identify and analyse where legal information has been misrepresented or incorrectly applied, either on an individual or trend basis, and make sure this is addressed through feedback, training, and process amends
•Prepare training and deliver upskilling to the consultants mostly virtually, addressing knowledge gaps and increasing their ability and confidence to identify and promote products that meet the clients’ needs
Required Attributes
•Qualified as a private client solicitor, TEP qualified or equivalent experience
•Strong technical knowledge in estate planning and tax planning
•Experience of client-facing advising and instruction taking
•A solid understanding and adoption of SRA Standards and Regulations
•Great written and verbal communication skills with the confidence to present and deliver training in an engaging way and build positive relationships with colleagues
•A passion for independent study and ongoing professional development
Why this role?
•Joining a commercial organisation with a purpose beyond profit
•Coaching, training and support to enable personal development
•Free gym and spa facilities access
•Pension up to 10% employer contributions
•Annual incentive scheme
•28 days holiday (rising to 32 in line with service)
•Additional discounts
If you’re interested in this vacancy, please click the apply button. Alternatively, contact Ross Roberts on 0114 241 8030 at CRA for further information