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Apprenticeship training course

Licensed conveyancer or licensed probate practitioner (level 6)

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Information about Licensed conveyancer or licensed probate practitioner (level 6)

To deliver legal services within conveyancing or probate as an authorised person under the regulation of the Council for Licensed Conveyancers.

Knowledge, skills and behaviours
View knowledge, skills and behaviours

Knowledge

  • principles of legal and regulatory liabilities with regards to the client or clients, and organisation to ensure compliance with all professional obligations.
  • 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.
  • principles of anti-money laundering regulations in relation to legal transactions including personal and professional liability.
  • principles of managing client accounts.
  • approaches to communication to different stakeholders and how to translate complex concepts using plain English to provide clarification and explanation of standard Legal terms.
  • approaches to client engagement and conducting Know Your Client activity to establish needs and risks.
  • principles of digital tools and software such as case management systems, databases and online drafting software.
  • fundamentals of the legal requirements relating to the use of data including risks to confidentiality of data posed by and to clients actions.
  • fundamentals of cybersecurity vulnerabilities in an organisation and steps that can be taken to mitigate those risks.
  • the impact of diversity and inclusion on client service delivery.
  • the activities of the occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it.
  • principles of Law applicable to conveyancing in respect of residential property and land.
  • principles of regulatory arrangements for personal compliance with requirements as a licensed conveyancer.
  • the impact of climate change on the legal landscape such as green deal, electric charge points, green buildings, EPC certification, planning implications and emerging green technologies and regulations.
  • fundamentals of tax implications for conveyancing.
  • principles of legal and regulatory liabilities with regards to the client or clients, and organisation to ensure compliance with all professional obligations.
  • 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.
  • principles of anti-money laundering regulations in relation to legal transactions including personal and professional liability.
  • principles of managing client accounts.
  • approaches to communication to different stakeholders and how to translate complex concepts using plain English to provide clarification and explanation of standard Legal terms.
  • approaches to client engagement and conducting Know Your Client activity to establish needs and risks.
  • principles of digital tools and software such as case management systems, databases and online drafting software.
  • fundamentals of the legal requirements relating to the use of data including risks to confidentiality of data posed by and to clients actions.
  • fundamentals of cybersecurity vulnerabilities in an organisation and steps that can be taken to mitigate those risks.
  • the impact of diversity and inclusion on client service delivery.
  • the activities of the occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it.
  • principles of regulatory arrangements for personal compliance with requirements as a licensed probate practitioner.
  • principles of law applicable to Will drafting, Lasting Powers of Attorney and probate activities.
  • fundamentals of tax implications for probate activities.

Skills

  • manage caseload to prioritise client service and working in the clients’ best interests.
  • manage relationships with other lawyers and professional third parties using most effective channels to progress caseloads.
  • manage clients and their expectations using the most effective channels to ensure clarity of understanding and facilitate clients making informed choices.
  • handle points of contact with clients and key milestones in an organised and controlled way to lead the client experience.
  • use the principles of law and translate using plain English to provide clarification and explanation of the legal process and standard legal terms.
  • organise and manage workflow such as legal files, case management and accounting systems to progress work within service level expectations.
  • protect interests of clients to ensure they receive an honest and lawful service.
  • manage risk in relation to legal and regulatory liabilities with regards to the client and organisation to satisfactorily discharge all professional obligation and limit exposure to complaints and reputational harm to the organisation.
  • manage legal processes adhering to professional, supervisory and regulatory Codes of Conduct.
  • deliver a cost-effective service by analysing the financial costs and fees generated by activities to inform good decision making through price transparency. For example operating within the cost-model of the organisation or identifying when fees have exceeded the initial quote and taking mitigating actions.
  • apply fraud protection measures and cyber security procedures in relation to transactions.
  • undertake “Know Your Client" activities to ensure a clear picture of needs and risks throughout legal transactions.
  • provide legal services in connection with sale and purchase and, or, re-mortgage or transfers of equity of residential property including advice and guidance to clients relevant to conveyancing.
  • assess legal, regulatory and commercial risk related to sale and purchase, re-mortgage or transfers of equity of residential property.
  • review and interpret legal documents related to sale and purchase, re-mortgage or transfers of equity of residential property including land registry file documents, statutory declarations completing documents as required.
  • manage caseload to prioritise client service and working in the clients’ best interests.
  • manage relationships with other lawyers and professional third parties using most effective channels to progress caseloads.
  • manage clients and their expectations using the most effective channels to ensure clarity of understanding and facilitate clients making informed choices.
  • handle points of contact with clients and key milestones in an organised and controlled way to lead the client experience.
  • use the principles of law and translate using plain English to provide clarification and explanation of the legal process and standard legal terms.
  • organise and manage workflow such as legal files, case management and accounting systems to progress work within service level expectations.
  • protect interests of clients to ensure they receive an honest and lawful service.
  • manage risk in relation to legal and regulatory liabilities with regards to the client and organisation to satisfactorily discharge all professional obligation and limit exposure to complaints and reputational harm to the organisation.
  • manage legal processes adhering to professional, supervisory and regulatory Codes of Conduct.
  • deliver a cost-effective service by analysing the financial costs and fees generated by activities to inform good decision making through price transparency. For example operating within the cost-model of the organisation or identifying when fees have exceeded the initial quote and taking mitigating actions.
  • apply fraud protection measures and cyber security procedures in relation to transactions.
  • undertake “Know Your Client" activities to ensure a clear picture of needs and risks throughout legal transactions.
  • provide legal services in connection with disposal of an estate including advice and guidance to clients relevant to wills and probate.
  • assess legal, regulatory and commercial risk related to disposal of estate.
  • review and interpret legal documents related to disposal of estate including completing documentation.
  • draft legal documents related to probate transactions such as Wills and Lasting Powers of Attorney.

Behaviours

  • Accountable for a caseload of fee generating work and the costs incurred to deliver organisational outputs.
  • Provides a timely, efficient and legally correct service to generate a positive client experience. Manages professional relationships and resolves conveyancing or probate issues impartially and comprehensively, taking advice where needed.
  • Generates solutions to conveyancing or probate problems, considering a range of options and identifying when to escalate when problems are outside their remit.
  • Takes an analytical approach to risk in legal transactions ensuring that the client and organisation are protected from financial crimes and cyber-crime.
  • Adheres to professional codes of conduct in legal activities and relationships with others.
  • Accountable for a caseload of fee generating work and the costs incurred to deliver organisational outputs.
  • Provides a timely, efficient and legally correct service to generate a positive client experience. Manages professional relationships and resolves conveyancing or probate issues impartially and comprehensively, taking advice where needed.
  • Generates solutions to conveyancing or probate problems, considering a range of options and identifying when to escalate when problems are outside their remit.
  • Takes an analytical approach to risk in legal transactions ensuring that the client and organisation are protected from financial crimes and cyber-crime.
  • Adheres to professional codes of conduct in legal activities and relationships with others.
Apprenticeship category (sector)
Legal, finance and accounting
Qualification level
6
Equal to degree
Course duration
56 months
Funding
£18,000
Maximum government funding for
apprenticeship training and assessment costs.
Job titles include
  • Licensed conveyancer
  • Licensed probate practitioner

View more information about Licensed conveyancer or licensed probate practitioner (level 6) from the Institute for Apprenticeships and Technical Education.