This apprenticeship has been retired

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Overview of the role

Providing legal services to clients and colleagues.

Chartered legal executive

Reference Number: ST0244

Details of standard

1. Occupation

Chartered Legal Executive

2. Occupational profile

Provide legal services to internal and external clients. Typical activities that will be carried out are:

  • Taking client instructions
  • Managing the inception, progression and completion of client matter
  • Communication (written and oral) with internal and external clients
  • Reviewing documents
  • Drafting and producing legal documents
  • Conducting and applying legal research
  • Handling confidential and sensitive information
  • Managing and applying financial information
  • Negotiating on behalf of clients and representing clients in informal and formal proceeding
  • Making decisions in legal matters based on legal principles or the rule of law and within all legal and regulatory requirements

3. Requirements

Behaviours

What is required

Adaptability & Resilience

Ability to work under pressure and willingness to accept changing priorities and work patterns when new jobs need to be done, or requirements change.

Personal development

Proactive in own development, commitment to the job and the sector, ensuring knowledge is up to date and progressing. Evaluate own professional skills and legal knowledge.

Team working & collaboration

Establish effective working relationships with others.

Honesty & Integrity

Apply the rules of professional conduct appropriately to relevant situations. Demonstrate an understanding of the need to avoid discrimination and promote equality and diversity.

Understand when work is beyond own capability; openly admits mistakes/difficulties and seeks guidance and support as appropriate.

Motivation & Enthusiasm

Demonstrate a positive and proactive approach to work. Take responsibility for own actions.

Knowledge

What is required

Business & Ethics in Law

Understand the different business models operating in the legal services sector. Understand one’s own organisation and the part of the legal services sector in which it operates.

Understand the ethical issues and obligations applying to the provision of legal services, including the IPS Code of Conduct requirements, other rules and regulatory requirements and how to act inclusively and respect diversity.

IT

Use available technology to suit different purposes, and achieve the quality of outcomes required, and to store, retrieve and analyse information.

Commercial Awareness

Understand commercial practices relevant to one’s area of work and have an awareness of commercial practices of one’s organisation.

Finance

Understand the basic financial methods and drivers of one’s own organisation.

Risk & Compliance

Is compliant with legal organisational and regulatory policies and procedures. Understands the risks.

Technical

Has a broad base of legal knowledge to draw on, and a detailed understanding of the law, practice and procedures of own specialist area of practice.

Skill

What is required

Communication Skills and Literacy

Use accurate and suitable language in communication – written and oral. Represent and advise a client through effective communication, including negotiation and advocacy, where applicable and permitted.

Numeracy

Ability to read and understand numbers used in different ways, interpret results and present findings accurately.

Planning & Organising

Plan and meet deadlines expeditiously in order to deliver outcomes for the business.

Working relationships

Ability to work co-operatively with others towards achieving internal and external clients' objectives.

Client relationship management

Client focused with an ability to build strong relationships with client and third party contacts at all levels. Provide clear advice to clients or service users.

Research

Ability to identify, gather and present relevant information from appropriate sources to order this information in terms of importance, relevance and value and to use it to carry out required tasks. Ability to undertake legal research and produce research notes.

Drafting & Accuracy

Ability to draft and present legal documentation which is accurate and appropriate.

Data & File Management

Understand, implement and maintain filing and recording systems and procedures.

Critical thinking and problem solving

Analyse, interpret, critically evaluate and synthesise information in order to apply the law appropriately to a client’s situation and advise on solutions to legal problems.

Providing legal advice

Give succinct and practical legal advice to clients in terms that they can easily understand.

4)  Duration  

An approximate time frame for completion is five years.

5)  Entry Requirements

There are no formal entry requirements.  However it is recommended that students have a minimum of four GCSEs at grades C or above (including English Language or Literature) or equivalent qualifications.  Individual employers may identify any additional relevant entry requirements for employment in terms of previous qualifications or other criteria.

6)  Qualifications*

Attainment of this apprenticeship requires completion of the relevant diplomas as set out in the standard.

  • CILEx Level 3 Professional Diploma in Law and Practice

  • CILEx Level 6 Professional Higher Diploma in Law and Practice

Holders of qualifications, such as a law degree, may be eligible for exemptions

CILEX Professional Qualification (CPQ) cannot be used as a substitute for completing these diplomas.

The current qualification pathways are being kept open according to the timetable outlined below (the "transition period"), and these routes will still be open during this period:

• July 2023 for Level 3 assessments (with a November 2023 resit session only)
• July 2026 for Level 6 assessments (with a November 2026 resit session only

English & Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL

Link to Professional registration and progression

This apprenticeship can link to the Paralegal standard and the Solicitor standard.  Apprentices who have passed the ‘paralegal’ CILEx Level 3 Advanced Apprenticeship in Legal Services and the CILEx Level 4 Higher Apprenticeship in Legal Services are eligible for exemption from part of the current Chartered Legal Executive qualifications.

Apprentices will be registered members of CILEx for the duration of their Apprenticeship. There are different membership grades at different points of the route to becoming a Chartered Legal Executive. CILEx members are regulated by ILEX Professional Standards (IPS) and apprentices must demonstrate that they meet the regulatory requirements necessary to become a CILEx member.

Review date

This standard will be reviewed in three years.

* CILEx/IPS reserves the right to re-consider and amend the qualification structure in light of further consultation.

 

 

 


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Status: Retired
Level: 6
Degree: non-degree qualification
Reference: ST0244
Version: 1.0
Date updated: 14/06/2023
Approved for delivery: 3 September 2015
Route: Legal, finance and accounting
Typical duration to gateway : 60 months (this does not include EPA period)
Maximum funding: £12000
LARS Code: 41
EQA Provider: CILEx Regulation
Employers involved in creating the standard: Addleshaw Goddard, Barclays, Browne Jacobson, Burges Salmon, Clyde and Co, DAC Beachcroft, Dentons, DWF, Eversheds, Gateley LLP, Kennedys Law, Lewis Silkin, Mayer Brown, Olswang, Pannone LLP, The Royal Bank of Scotland (RBS), Simmons & Simmons, Stephenson Harwood, Thomas Eggar, Withers, Chartered Institute of Legal Executives (CiLEX), Law Society, Solicitors Regulation Authority (SRA)

Version log

Version Change detail Earliest start date Latest start date
1.1 Standard, end-point assessment plan and funding revised 14/06/2023 Not set
1.0 Approved for delivery 03/09/2015 13/06/2023

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