Our Private Client group is based in our Chesham Office. The Group Head for Private Client is Gillian Outram.
Guiding you
Everyone says it, but buying a house or flat really is one of the most stressful experiences in life. It is also likely to be one of the biggest investments you will make. All in all, the whole process can be very confusing. We understand this and will guide you through each stage.
Advising you
IBB's team of property lawyers can advise on all aspects of buying, selling and mortgaging property. We also have a network of contacts throughout Europe and can help you buy and sell residential property there.
Keeping you informed
We have developed a computer system to progress transactions rapidly and efficiently in the buying/selling process. We are always happy to speak to you about the progress of your sale/purchase on the phone at any time. |
1. Administrative tasks to include:
- File opening in accordance with IBB procedures to include data input, completion of internal forms and procedures, preparation of anti-money laundering documentation, setting up the paper file and file labels, preparing the initial letters for fee earner review.
- File closing in accordance with IBB procedures to include data input, checking ledger balances, filleting files, returning client documents, completion of internal forms.
- Preparation of bills in accordance with IBB procedures, to include collating disbursement receipts, liaising with accounts and preparing all documentation to be sent to the client in accordance with defined procedures.
- Filing time sheets, incoming correspondence, outgoing copies, invoices, reports and paper files in/out of the filing system. Assisting with file checking and organising in preparation for semi-annual quality audits.
- Checking deeds in and out of the deeds storage facility. Collecting deeds from the floor and returning them to storage.
- Requesting and tracking the progress of searches with online providers such as NLIS, Land Registry Direct and Companies House. Returning the results to the fee earner and filing copies.
- Obtaining copy documents from the Land Registry, Local Authorities and Companies House
- Printing, scanning, copying documents. Generally liaising with the document management centre on document production/collation tasks.
- Ad hoc data input as and when required (CRM and PMS).
2. Legal tasks as required including:
- Conducting legal research using tools such as LexisNexis and Lawtel Westlaw.
- Checking lengthy documentation and proofreading as required.
- Scheduling of deeds and documents, preparing bundles of documents.
- Completing legal forms for the Land Registry
- Completing Reports on Title in draft for fee earners to check and submitting to lenders
- Liaising with lenders regarding mortgage advances and chasing replies to enquiries raised by lenders
- Completing SDLT returns in draft for approval by fee earners
- Producing draft documents such as transfers and dealing with completions under the auspices of fee earners
- Complying with CQS, Lexcel, CML and Building Society handbook requirements
- Liaising with clients and other interested parties when required by fee earners
3. Any other duties appropriate to the role of Legal Administrator. |
