Legal Advisor - Best Solicitors - Sheffield and Chesterfield
(2023-01)
- Manage a private-client caseload independently from initial consultation and fact-finding through to drafting, execution, billing and file closure.
- Conduct up to four client appointments per day during busy periods, advising by telephone, video and in person at offices, homes, care homes, hospitals and hospices.
- Draft simple and mirror Wills, Right to Occupy, Property Protection, Discretionary and Vulnerable Persons Trust Wills, LPAs and supporting documents.
- Maintain confidentiality, file quality and professional standards of client care, taking responsibility for accurate work and timely progression without routine supervision.
- Received more than 61 five-star client reviews across ReviewSolicitors and Google, reflecting consistently strong communication and client care.
- Previously acted as the sole fee earner running the Stocksbridge office and supported its transition to the new Chesterfield office.
- Played a hands-on role in planning the opening of the Chesterfield office, including launch events and celebrations that raised the firm's local profile.
- Build relationships through regular Chesterfield networking events and partnerships with local hospices, animal charities and other community organisations.
- Organise year-round free-Will campaigns and deliver seminars on Wills, personal LPAs and business LPAs for the public and other professionals at networking events.
- Consistently identify appropriate opportunities to advise free-Will clients on Trust Wills and LPAs, supporting strong conversion of additional services.
- Create Facebook videos and educational TikTok content, represent the firm at the Chesterfield Business Expo and work with departments including Conveyancing to generate enquiries and cross-referrals.
Associate Case Manager, Estate Planning - Co-op Legal Services
(2022-08 - 2023-01)
- Managed a high-volume caseload within the fulfilment team, working to daily drafting and completion targets.
- Drafted simple and complex Wills and Lasting Powers of Attorney from instructions taken by legal advisors.
- Progressed existing files on behalf of other case managers and helped ensure final documents were issued promptly.
Private Client Advisor - Graysons Solicitors
(2020-05 - 2022-08)
- Advised clients and took instructions on Wills, Trusts and Lasting Powers of Attorney across telephone, video, office and home appointments.
- Managed matters independently, drafted legal and supporting documents, prepared bills and resolved account queries.
- Maintained secure, audit-ready files and supported clients through document execution and matter closure.
- Developed relationships with organisations including Ashgate Hospice and supported charity Will-writing campaigns and community events.
Business Administration - Whittington Green School
(2018-09 - 2020-08)
- Provided reception and administrative support, managed enquiries, prepared documents, maintained safeguarding and GDPR standards and supported school events.
- Implemented and maintained Accelerated Reader and Koha library systems, registered the book collection and trained colleagues and students.
- Managed budgets and purchasing, coordinated reading activities and worked with teaching staff to embed reading lessons in the curriculum.
Retail Assistant - Primark - Chesterfield
(2016-11 - 2018-11)
- Delivered customer service, operated checkouts, replenished stock and maintained displays and fitting-room standards.
