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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.

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