To contribute to the attainment of the firm’s business objectives by offering a professional, efficient and effective resolution of disputes through negotiation, mediation or litigation and assisting the property team to achieve successful management of contested probate transactions.

Primary Accountabilities

  • Liaise with clients, including conducting initial meetings to ascertain facts of a case and establish rapport.
  • Advise clients on the most effective and commercial way of resolving disputes including advising on the estimated costs.
  • Maintain an objective driven approach to support the client’s preferred outcome.
  • Prepare and issue client correspondence and documents – letters, attendance notes, claim forms, particulars of claim, applications, witness statements etc.
  • Prepare typical contested probate specific documents, including claims under the Inheritance (etc) Act, claims for the removal of PR’s, will validity disputes, trust disputes, mutual wills disputes, and administration disputes.
  • Prepare cases for hearing or trial by instructing counsel as appropriate.
  • Assisting and supporting the property real estate team with general advice to achieve the successful management of property transactions.


  • Maintain commercial awareness and efficiency in terms of time recording, ensuring a minimum of 5.5 chargeable hours is recorded every day.
  • Ensure prompt, accurate billing each month.
  • Conduct cases and file management in compliance with Lexcel standards and SRA professional conduct rules paying due attention to the department’s client care guidelines and carrying out risk assessments as required.
  • Maximise marketing opportunities. Participate in relevant activities and cross-sell other practice groups to generate new business.
  • Maintain up to date technical knowledge, competent IT skills and ensure annual CPD requirements are met.
  • Contribute ideas to assist the smooth running/operation of the team/department as a whole, participate in ensuring the morale, motivation and effectiveness of secretarial staff, assist trainee and paralegal staff.

Person Specification

  • PQE relevant to position.
  • Sound knowledge of residential and commercial property law and civil procedures rules is essential.
  • Good client liaison/interpersonal skills (verbal and written).
  • Able to organise, prioritise and handle a busy and varied caseload as well as supporting other team members.
  • Good commercial awareness.
  • Competent time management skills.
  • IT literacy.
  • Team player, proactive, independent, self-motivated with plenty of commitment and initiative.

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