Legal, finance and accounting
Licensed conveyancer or licensed probate practitioner - Licensed Conveyancer
To deliver legal services within conveyancing or probate as an authorised person under the regulation of the Council for Licensed Conveyancers.
Summary
- This occupation is found in all legal firms that deliver conveyancing, and, or probate legal services and advice. Licensed Conveyancer and Probate Practitioners work in a variety of legal teams and settings. They deal with a broad range of professional organisations or persons. These can include accountants, banks, local authorities, tax authorities, trusts, charities and property professionals.
- Licensed Conveyancers and Licensed Probate Practitioners work as principal fee earners. They have a significant level of autonomy and are responsible for compliance with Regulatory Arrangements and Lender requirements. Digital skills are increasingly important as is a due regard for the security and sensitivity of customer data. Licensed Conveyancers and Licensed Probate Practitioners need to understand their customers’ needs so that they can give the most appropriate service in the customer's best interests and in accordance with professional and ethical demands. They will handle customer monies and work closely with regulatory requirements to ensure that they provide an ethical service.
- Licensed Conveyancers are qualified, professional property lawyers who specialise in the legal aspects surrounding buying and selling property in England and Wales. Licensed Conveyancers are also Commissioners for Oaths. This means they have legal authority to administer and witness official documents such as affidavits to swear that a statement is the truth. A Licensed Conveyancer will ensure that all documentation, contracts and financial arrangements associated with buying or selling a property or piece of land are in order. They understand that each property transaction is unique and work closely with clients. Licensed Conveyancers work with clients who are the buyers and sellers of property and often also a lending institution. The role is varied as no two property transactions are the same. The Licensed Conveyancer helps clients often at a stressful time so they must be able to demonstrate empathy and understanding. Licensed Conveyancers can work anywhere that deals with the transfer of a title to property or land in a legal department headed by a qualified person. The scope of employment is not limited to a law firm. Licensed Conveyancers can work in housing associations, local authorities, banks and building societies to property development companies and even railways and airports.
- Licensed Probate Practitioners are qualified, professional probate lawyers. They specialise in the legal aspects surrounding inheritance and the administration of Wills and estates in England and Wales. Licensed Probate Practitioners are experts in the legal documentation and processes for dealing with the affairs of a deceased person (“estate”). They advise and draft Wills and Lasting Powers of Attorney. They liaise with the deceased’s representatives to administer the estate in accordance with their Will. When the deceased has not left a Will, they work under the Intestacy provisions. Licensed Probate Practitioners are also Commissioners for Oaths. This means they have legal authority to administer and witness official documents, such as, affidavits to swear that a statement is the truth. Licensed Probate Practitioners work in a variety of legal settings recognised in the private client industry, including Licensed Conveyancing or Solicitors’ practices. The role is varied as no two estates are the same. The Licensed Probate Practitioner helps clients often at an emotional time and so must be able to demonstrate empathy and understanding. They must be vigilant to the needs and risks posed to vulnerable clients such as the elderly to ensure that their interests are protected.
- An employee in this occupation will be responsible for work managing and guiding junior staff such as conveyancing technicians and probate technicians.
- The Licensed Conveyancing and Licensed Probate Practitioner Apprenticeship is one of several equivalent ways to qualify as a Licensed Conveyancer or Probate Practitioner and become an Authorised Person.
Typical job titles include
- Licensed conveyancer | Licensed probate practitioner
Knowledge, skills and behaviours (KSBs)
K1:
principles of legal and regulatory liabilities with regards to the client or clients, and organisation to ensure compliance with all professional obligations.
K2:
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.
K3:
principles of anti-money laundering regulations in relation to legal transactions including personal and professional liability.
K4:
principles of managing client accounts.
K5:
approaches to communication to different stakeholders and how to translate complex concepts using plain English to provide clarification and explanation of standard Legal terms.
K6:
approaches to client engagement and conducting Know Your Client activity to establish needs and risks.
K7:
principles of digital tools and software such as case management systems, databases and online drafting software.
K8:
fundamentals of the legal requirements relating to the use of data including risks to confidentiality of data posed by and to clients actions.
K9:
fundamentals of cybersecurity vulnerabilities in an organisation and steps that can be taken to mitigate those risks.
K10:
the impact of diversity and inclusion on client service delivery.
K11:
the activities of the occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it.
K12:
principles of Law applicable to conveyancing in respect of residential property and land.
K13:
principles of regulatory arrangements for personal compliance with requirements as a licensed conveyancer.
K14:
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.
K15:
fundamentals of tax implications for conveyancing.
Technical Educational Products
- ST1311: Licensed conveyancer or licensed probate practitioner - Licensed Conveyancer (Level 6) Approved for delivery
- Reference:
- OCC1311A
- Status:
Approved occupation
- Average (median) salary:
- £29,998 per year
- SOC 2020 code:
- 2419 Legal professionals n.e.c.
- SOC 2020 sub unit groups:
- 2419/01 Conveyancers
S1:
manage caseload to prioritise client service and working in the clients’ best interests.
S2:
manage relationships with other lawyers and professional third parties using most effective channels to progress caseloads.
S3:
manage clients and their expectations using the most effective channels to ensure clarity of understanding and facilitate clients making informed choices.
S4:
handle points of contact with clients and key milestones in an organised and controlled way to lead the client experience.
S5:
use the principles of law and translate using plain English to provide clarification and explanation of the legal process and standard legal terms.
S6:
organise and manage workflow such as legal files, case management and accounting systems to progress work within service level expectations.
S7:
protect interests of clients to ensure they receive an honest and lawful service.
S8:
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.
S9:
manage legal processes adhering to professional, supervisory and regulatory Codes of Conduct.
S10:
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.
S11:
apply fraud protection measures and cyber security procedures in relation to transactions.
S12:
undertake “Know Your Client" activities to ensure a clear picture of needs and risks throughout legal transactions.
S13:
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.
S14:
assess legal, regulatory and commercial risk related to sale and purchase, re-mortgage or transfers of equity of residential property.
S15:
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.
Technical Educational Products
- ST1311: Licensed conveyancer or licensed probate practitioner - Licensed Conveyancer (Level 6) Approved for delivery
- Reference:
- OCC1311A
- Status:
- Approved occupation
- Average (median) salary:
- £29,998 per year
- SOC 2020 code:
- 2419 Legal professionals n.e.c.
- SOC 2020 sub unit groups:
- 2419/01 Conveyancers
B1:
Accountable for a caseload of fee generating work and the costs incurred to deliver organisational outputs.
B2:
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.
B3:
Generates solutions to conveyancing or probate problems, considering a range of options and identifying when to escalate when problems are outside their remit.
B4:
Takes an analytical approach to risk in legal transactions ensuring that the client and organisation are protected from financial crimes and cyber-crime.
B5:
Adheres to professional codes of conduct in legal activities and relationships with others.
Technical Educational Products
- ST1311: Licensed conveyancer or licensed probate practitioner - Licensed Conveyancer (Level 6) Approved for delivery
- Reference:
- OCC1311A
- Status:
- Approved occupation
- Average (median) salary:
- £29,998 per year
- SOC 2020 code:
- 2419 Legal professionals n.e.c.
- SOC 2020 sub unit groups:
- 2419/01 Conveyancers
