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Apprenticeship training course

Advanced paralegal (level 5)

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Information about Advanced paralegal (level 5)

Give legal advice on non-routine legal matters and support other legal professionals including on reserved matters and aspects of law.

Knowledge, skills and behaviours
View knowledge, skills and behaviours

Knowledge

  • legal and regulatory liabilities with regards to stakeholders and organisation to ensure compliance with all professional obligations.
  • the law and practice relevant to the work undertaken by the team such as advocacy and mediation; commercial, corporate and business; patents and intellectual property, contracts and dispute resolution; conveyancing and property; crime; employment law; criminal and civil litigation; matrimonial and family law; will drafting, probate and administration of estates.
  • principles of digital tools and software such as case management systems, databases and online drafting software.
  • the wider legal landscape including procedures and developments that impact or may impact legal activities.
  • strategic approaches to legal research including selection and testing of sources, knowledge management and recording of research outputs, legislative boundaries and the use of digital resources and research tools.
  • principles of ethical and professional frameworks and their relevance for service delivery.
  • approaches to data analysis and digital tools, such as e-discovery platforms, legal research databases, document automation systems, data analytics software and other technological tools.
  • approaches to drafting standard and non-standard legal documents including accuracy, attention to detail, clarity of expression and precision of language.
  • principles of personal workload management.
  • the commercial or economic drivers, value for money and proportionality, opportunities and risks for organisations.
  • cybersecurity vulnerabilities in legal transactions and within organisations and steps that can be taken to mitigate those risks.
  • organisational data and information security standards, policies and procedures relevant to data management activities including legal requirements relating to the use of data, risks to confidentiality of data posed by and to stakeholder's actions.
  • principles of diversity and inclusion and their impacts on service delivery strategies, teamwork, stakeholder relationships and organisational commercial strategies.
  • the activities of their occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it.
  • legal and ethical principles of client accounts including their wider impact for compliance and delivery including ensuring funds are accurately recorded.
  • acting in the best interest of the client to protect clients and limit liability for negligence such as identifying and acting for vulnerable clients.
  • anti-money laundering regulations in relation to legal transactions including personal and professional liability.

Skills

  • lead and administer legal matters, processes and procedures using the most effective channels to progress caseloads.
  • scope, design, undertake and apply legal research using self-selected sources such as legal databases to legal matters and develop decision making, such as case strategies and options for resolution and settlements.
  • resolve legal technical problems within their remit and escalate as needed.
  • analyse and present legal matters, make decisions or recommend sustainable evidence based decisions or options for resolution with clear explanations as necessary.
  • apply the principles of Law to stakeholder cases relevant to legal specialism.
  • manage the delivery of legal matters and transactions within the organisation such as within personal caseload or as part of a team in line with agreed service levels or key performance metrics.
  • communicate using plain English to clarify and explain legal processes and standard legal terms tailored to stakeholders needs.
  • organise and administer workflow such as legal files, case management and accounting systems to progress work within service level expectations.
  • carry out file management activities such as prepare and collate bundles, take and file accurate notes, close and review files, maintain databases and version control.
  • use digital tools and technologies, for example to draft legal documents, conduct legal research, carry out data analysis and collaborate with others.
  • ensure that fraud protection measures and cyber security procedures in relation to transactions are applied in own work, keep up to date with emerging risks and new approaches for counteraction.
  • establish a clear picture of a stakeholder’s needs and risks throughout legal transactions.
  • assess risks and benefits to the stakeholder of different options and make recommendations to senior team members to ensure that they work in the stakeholders’ best interests, such as risk management and compliance with regulations, internal and external procedures.

Behaviours

  • adhere to professional codes of conduct in legal activities and relationships with others.
  • generate solutions to legal problems, considering different options and identifying when to escalate when problems are outside their remit.
  • customer focussed, provides a bespoke, productive and positive customer experience to stakeholders.
  • accountable for legal decision making and legal strategies.
  • collaborative and inclusive, respects diversity of thought and experience to work with stakeholders and team members.
  • keep up to date with developments in their specialism and share that legal expertise with peers to drive up capability within the organisation through active Continuous Professional Development activities.
Apprenticeship category (sector)
Legal, finance and accounting
Qualification level
5
Equal to higher national diploma (HND)
Course duration
24 months
Funding
£18,000
Maximum government funding for
apprenticeship training and assessment costs.
Job titles include
  • Fee earning paralegal
  • Lead paralegal
  • Senior paralegal

View more information about Advanced paralegal (level 5) from the Institute for Apprenticeships and Technical Education.