Skip to main content

Tell us whether you accept cookies

We use cookies to collect information about how you use this service. We use this information to make the service work as well as possible and improve this service.

Set cookie preferences

You've accepted all cookies. You can change your cookie settings at any time.

Find apprenticeship training for your apprentice

We're improving Find apprenticeship training. What did you think of this service? (opens in a new tab)

  1. Search
  2. Course search results
Apprenticeship training course

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

No training providers available for this course yet

We can ask training providers if they can run Legal technician - conveyancing technician or probate technician (level 4). If a training provider can offer the course, we'll send you their contact details.

You can use this service if you employ apprentices. You'll need to be signed in to your apprenticeship service account.

Ask if training providers can run this course.

Or you can try searching for another course.

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.
  • principles of law applicable to conveyancing in respect of residential property.
  • fundamentals of taxes relevant for conveyancing.
  • approaches to stakeholder engagement and conducting Know Your Client activity to establish needs and risks within conveyancing activity.
  • 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.
  • principles of law applicable to Will drafting and Lasting Powers of Attorney.
  • principles of law applicable to probate.
  • fundamentals of taxes relevant for probate activities.
  • principles of establishing legal capacity and identifying potentially vulnerable clients including during drafting of Wills, Lasting Powers of Attorney and administration of estate.
  • principles of reviewing deceased client documents and records including identification and significance of digital assets.
  • principles of drafting Wills and Lasting Powers of Attorney.

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.
  • undertake the provision of legal services, under supervision, in connection with sale and purchase, re-mortgage or transfers of equity of residential property including advice and guidance to clients relevant to conveyancing.
  • review and administer legal documents related to sale and purchase, re-mortgage or transfers of equity of residential property, including, land registry file documents, statutory declarations and completing documents as required.
  • 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.
  • undertake the assessment of client risk, under supervision, in relation to Will drafting and Lasting Powers of Attorney for example: risks to vulnerable or elderly clients.
  • undertake the assessment of client risk, under supervision, in relation to probate.
  • undertake the provision of legal services, under supervision, in connection with administration of an estate including advice and guidance to clients relevant to Will drafting and Lasting Powers of Attorney.
  • undertake the provision of legal services, under supervision, in connection with administration of an estate including advice and guidance to clients relevant to probate.
  • undertake the review and administration of legal documents, under supervision, related to Will drafting and Lasting Powers of Attorney including drafting and completing documents as required.
  • undertake the review and administration of legal documents, under supervision, related to probate including drafting and completing documents as required.

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
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.