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Apprenticeship training course

Legal technician - conveyancing technician or probate technician (level 4)

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Information about 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.

Knowledge, skills and behaviours
View knowledge, skills and behaviours

Knowledge

  • fundamentals of legal and regulatory liabilities with regards to the client and business to ensure compliance with all professional obligations.
  • fundamentals of the requirements for acting in the best interest of the client to protect clients and limit liability for negligence, such as, identifying and acting for vulnerable clients.
  • fundamentals of anti-money laundering regulations in relation to legal transactions including personal and professional liability.
  • fundamentals of the principles of client billing including the principles of time-recording and fee charging structures.
  • various communication techniques to translate legal terms and concepts, using plain English to explain standard legal terms.
  • principles of digital tools and software such as case management systems, databases and online drafting software.
  • organisational data and information security standards, policies and procedures relevant to data management activities.
  • fundamentals of legal requirements relating to the use of data including risks to confidentiality of data posed by and to client's actions.
  • fundamentals of organisational vulnerabilities in digital systems, including, cybersecurity and steps that can be taken to mitigate those risks.
  • principles of best practice for diversity and inclusion when providing services to clients.
  • the activities of the occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it.
  • fundamentals of professional regulatory arrangements for personal compliance with requirements.
  • fundamentals of legal and regulatory liabilities with regards to the client and business to ensure compliance with all professional obligations.
  • fundamentals of the requirements for acting in the best interest of the client to protect clients and limit liability for negligence, such as, identifying and acting for vulnerable clients.
  • fundamentals of anti-money laundering regulations in relation to legal transactions including personal and professional liability.
  • fundamentals of the principles of client billing including the principles of time-recording and fee charging structures.
  • various communication techniques to translate legal terms and concepts, using plain English to explain standard legal terms.
  • principles of digital tools and software such as case management systems, databases and online drafting software.
  • organisational data and information security standards, policies and procedures relevant to data management activities.
  • fundamentals of legal requirements relating to the use of data including risks to confidentiality of data posed by and to client's actions.
  • fundamentals of organisational vulnerabilities in digital systems, including, cybersecurity and steps that can be taken to mitigate those risks.
  • principles of best practice for diversity and inclusion when providing services to clients.
  • the activities of the occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it.
  • fundamentals of professional regulatory arrangements for personal compliance with requirements.

Skills

  • 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.
  • 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.

Behaviours

  • Accountable for own fee generating work and the costs incurred to deliver services in line with the organisation's approach.
  • Provides a timely and efficient service.
  • Helps generate solutions to legal problems, working with senior colleagues to consider a range of options and identify when to escalate when problems are outside their remit.
  • Works closely with senior colleagues to ensure that the client and organisation are protected from undue influence, financial crimes and cyber-crime.
  • Approaches work with professionalism in legal service activities and relationships with others.
  • Accountable for own fee generating work and the costs incurred to deliver services in line with the organisation's approach.
  • Provides a timely and efficient service.
  • Helps generate solutions to legal problems, working with senior colleagues to consider a range of options and identify when to escalate when problems are outside their remit.
  • Works closely with senior colleagues to ensure that the client and organisation are protected from undue influence, financial crimes and cyber-crime.
  • Approaches work with professionalism in legal service activities and relationships with others.
Apprenticeship category (sector)
Legal, finance and accounting
Qualification level
4
Equal to higher national certificate (HNC)
Course duration
24 months
Maximum funding
£10,000
Maximum government funding for
apprenticeship training and assessment costs.
Job titles include
  • Conveyancing paralegal
  • Conveyancing technician
  • Private client paralegal
  • Probate paralegal
  • Probate technician
  • Registered conveyancing technician
  • Registered probate technician

View more information about Legal technician - conveyancing technician or probate technician (level 4) from the Institute for Apprenticeships and Technical Education.