ANNEX 9: CHARTERED LEGAL EXECUTIVE (GENERAL)

COMMUNICATION Communicate orally and in writing, clearly and effectively: o Choose the most appropriate method of communication, including electronic communication and observing appropriate etiquette o Use language tailored to the audience and the purposes of the communication o Apply oral communication and listening skills to build trust, ask questions and understand, to provide explanation and. [...] EFFECTIVE WORKING PRACTICES Progress matters o Deal with matters without causing delay o Identify and manage risks as far as practicable to the achievement of the client’s objectives Plan workload and manage files o Plan and prioritise workload and manage files and tasks concurrently and efficiently, making best use of resources and exercising effective judgement o Maintain files and records i. [...] SELF DEVELOPMENT 5 Reflect and self-evaluate,, including understanding your own limitations and the need for adaptability Develop awareness of the role of your own emotions within the workplace and recognise the emotions and vulnerabilities of clients Foster personal physical and mental wellbeing and contribute where possible to a positive workplace environment Identify and undertake profe. [...] CONDUCT, ETHICS AND PROFESSIONALISM Understand and put into practice the CILEX Code of Conduct o Apply professional obligations in a diverse range of situations relating to substantive law and the rules of professional conduct o Apply obligations to the court, clients, other lawyers and the public Understand and put into practice all relevant legal and regulatory requirements (e.g. [...] data protection, anti-money laundering legislation and regulation, conflicts, withdrawal from a case, undertakings, confidentiality and privilege) Understand and put into practice the principles of client care Provide certainty and clarity as to the legal services being provided and the basis of charging and draft compliant client care letters Understand and put into practice complaint handl.