We are looking for a Conveyancing Case Handler to join our client's busy, client-focused property team. The successful candidate will manage a varied caseload of residential property matters, deliver excellent client care, ensure compliance with regulatory and firm procedures, and support efficient team workflows.
This role provides exposure to a wide range of conveyancing matters including purchases, sales, remortgages, transfers of equity and leasehold work, and offers hybrid working arrangements.
Key responsibilities:
- Progress residential property transactions from initial instruction through to completion and post-completion tasks, ensuring timely progression and clear communication with clients and stakeholders.
- Carry out client identity checks and support anti-money laundering (AML) compliance, maintaining robust audit trails and accurate, audit-ready case files in line with firm procedures.
- Maintain and update electronic case files, recording clear case notes, milestones and actions to support fee earners and enable effective file reviews.
- Liaise with clients, estate agents, mortgage lenders, surveyors, HM Land Registry, local authorities and other third parties to obtain documentation, chase outstanding items and manage expectations professionally.
- Prepare and check completion statements, manage disbursement requests and client account transactions, and assist with billing and fee recovery processes in accordance with firm policies.
- Prepare and check standard documentation including client engagement letters, contract packs, transfers and SDLT returns, ensuring accuracy and compliance with firm precedents.
- Respond to routine client and third-party enquiries by telephone and email, escalating complex issues to fee earners in a timely manner and keeping clients informed of progress.
Key skills and experience required:
- Good understanding of residential property processes including HM Land Registry procedures, Stamp Duty Land Tax (SDLT) returns and leasehold documentation.
- Knowledge of AML and client identification requirements and experience maintaining audit-ready files and compliance documentation.
- Strong organisational skills with the ability to manage competing priorities, meet deadlines and maintain attention to detail across multiple matters.
- Confident and professional communicator with excellent interpersonal skills and the ability to liaise effectively with clients, colleagues and external contacts.
- Proactive, reliable and solutions-focused with a willingness to develop technical knowledge, embrace new systems and support team improvements.
Benefits and working arrangements:
- Hybrid working model once settled into the team.
- Competitive salary and benefits package commensurate with experience.
- Access to training and development to support career progression within the property team.
- Supportive, client-focused environment that values continuous improvement and collaborative working.