Apprenticeship training course
Legal technician - conveyancing technician or probate technician (level 4)
Support the Authorised Person in dealing with legal matters relating to the transfer of ownership of land or property from a seller to a buyer.
- Qualification level
-
4
Equivalent to higher national certificate (HNC). - Typical duration
- 24 months
- Apprenticeship category
- Legal, finance and accounting
- Maximum funding
-
£10,000
Maximum amount government will fund
for apprenticeship training. - Also known as
-
- Conveyancing paralegal
- Conveyancing technician
- Private client paralegal
- Probate paralegal
- Probate technician
- Registered conveyancing technician
- Registered probate technician
- Skills
-
Skills an apprentice will learn
- manage points of contact with clients and key milestones to lead the client experience.
- administer legal procedures, under supervision, to work effectively with other lawyers and professional third parties.
- assist clients and manage their expectations, under supervision, using the most effective channels and approaches.
- protect client's interests, under supervision, to ensure they receive an honest and lawful service.
- organise and administer workflow such as legal files, case management and accounting systems to progress work within service level expectations.
- use the principles of Law and translate using plain English to provide clarification and explanation of the legal process and standard Legal terms.
- support service delivery with transparency and within the cost model of the organisation.
- undertake “Know Your Client” activities throughout legal transactions.
- undertake fraud protection measures and cyber security procedures in relation to legal transactions.
- manage risk, under supervision, in relation to legal and regulatory liabilities with regards to the client and business.
- undertake case load management, under supervision, to prioritise customer service and work in the client's best interests.
- adhere to professional, supervisory and regulatory requirements as required by organisational policies and procedures.
Full information on Legal technician - conveyancing technician or probate technician (level 4) is available from the Institute for Apprenticeships and Technical Education.