Trainee Legal Executive

We are looking to recruit an enthusiastic individual to join our very busy tax & estate planning team as a full time trainee legal executive as soon as possible.

To be considered for the role you will already be studying to qualify as a legal executive. You will have attained ILEX Level 3 or be coming towards the end of your ILEX Level 3 studies. You must also have some experience of working within the legal environment.

Finally you must be able to demonstrate a genuine interest in tax & estate planning work and a wish to qualify into this practice area.

Main responsibilities

Initially the trainee legal executive will be expected to undertake the following tasks with minimal supervision:
To create and maintain client files within the parameters of Lexcel Quality Standards
To generate suitable client correspondence, as directed by supervisor
To comply with the firm's routine time recording, accounts and administrative disciplines within the parameters of Lexcel Quality Standards.
Take basic will instructions and draft will documents
Take initial Advanced Medical Directive instructions and draft appropriate directives
Take Lasting Powers of Attorney instructions, draft documentation and deal with registration
Complete the registration of EPAs
Take instruction of Deputyship appointments and complete associated application
Complete annual Deputyship accounts
Undertake basic estate administration work, to include drafting oaths and affidavits
Enter estate details onto Isokon software package
Balance and finalise estate accounts
Maintain accurate client account information, review work in progress and undertake billing in accordance with department policy
To undertake any other reasonable tasks to assist the department, as requested by the practice head

Over a period of time and as the trainee legal executive develops skills and knowledge they will be expected to undertake additional tasks under supervision, as follows:

Complete tax and trust returns
Prepare IHT400s
Prepare trust accounts
General administration of Trusts/Deputyships/Attorneyships.

To apply for the position, please complete this application form and return it to the address below.

No agencies please.

How to apply

Send your completed application form to:

Pam Mason
Human Resources Manager
Whitehead Monckton
Monckton House
72 King Street
Maidstone
Kent
ME14 1BL

Alternatively, you can send your application by email to:
pammason@whitehead-monckton.co.uk