Private Client Executive

• Nov 2022 - Present

Associate Estate Planning Case Manager

• May 2022 - Nov 2022

Dispute Resolution Paralegal

• Jul 2021 - Jan 2022

Paralegal

• Apr 2021 - Jul 2021

Trainee Financial Planner & Private Client Adviser

• Nov 2019 - Aug 2020

Victim Care Officer

• Apr 2014 - Jul 2017

Initially voluntary position, progressed into paid role. Conducted service needs assessment for victims of crime, identified needs, provided support and recorded contacts using the case management system for victims referred by agencies, Lincolnshire Police or self-referral. Supported victims of Child Sexual Abuse, Burglary, Robbery, Harassment, Bullying, ASB, Cybercrime and Core Crimes following training courses lasting between 1-4 days. Specialised in Domestic Violence/Abuse… Show more Initially voluntary position, progressed into paid role. Conducted service needs assessment for victims of crime, identified needs, provided support and recorded contacts using the case management system for victims referred by agencies, Lincolnshire Police or self-referral. Supported victims of Child Sexual Abuse, Burglary, Robbery, Harassment, Bullying, ASB, Cybercrime and Core Crimes following training courses lasting between 1-4 days. Specialised in Domestic Violence/Abuse, followed safeguarding procedure for adults and children, conducted CAADA-DASH Risk Assessments, referred high-risk assessed cases to and presented at Multi Agency Risk Assessment Conferences to local police, probation, child protection, housing practitioners, Independent Domestic Violence Advisors and statutory and voluntary specialists.

Community Engagement Officer for Lincolnshire

• Mar 2016 - Jan 2017

Volunteer Assessor

• Apr 2014 - Aug 2014

Legal experience including benefits, debt, consumer rights, housing and gender violence issues: I completed 10 weeks’ training to increase knowledge, assess clients’ problems, needs and empower them in a face-to-face interview, via telephone or email. Their needs were met by providing self-help information, referral to a CAB Advisor or signposting to specialist external organisations. Legal experience including benefits, debt, consumer rights, housing and gender violence issues: I completed 10 weeks’ training to increase knowledge, assess clients’ problems, needs and empower them in a face-to-face interview, via telephone or email. Their needs were met by providing self-help information, referral to a CAB Advisor or signposting to specialist external organisations.

Debt Gateway Assessor

• Nov 2012 - Dec 2012

Trained on the legal implications of debt, money laundering, debt solutions including IVAs, Debt Settlement, Bankruptcy and Debt Relief Orders which reduced clients’ debt levels. Completed initial gateways calls limited to 20 minutes to fact gather for Debt Advisors to improve clients' financial wellbeing. Personally motivated to expand my knowledge and use my skills of empathy to assist those who had the courage to confront their debt issues. This was temporary work during the Christmas break… Show more Trained on the legal implications of debt, money laundering, debt solutions including IVAs, Debt Settlement, Bankruptcy and Debt Relief Orders which reduced clients’ debt levels. Completed initial gateways calls limited to 20 minutes to fact gather for Debt Advisors to improve clients' financial wellbeing. Personally motivated to expand my knowledge and use my skills of empathy to assist those who had the courage to confront their debt issues. This was temporary work during the Christmas break whilst studying LLB Law. Show less Trained on the legal implications of debt, money laundering, debt solutions including IVAs, Debt Settlement, Bankruptcy and Debt Relief Orders which reduced clients’ debt levels. Completed initial gateways calls limited to 20 minutes to fact gather for Debt Advisors to improve clients' financial wellbeing. Personally motivated to expand my knowledge and use my skills of empathy to assist those who had the courage to confront their debt issues. This was temporary work during the Christmas break… Show more Trained on the legal implications of debt, money laundering, debt solutions including IVAs, Debt Settlement, Bankruptcy and Debt Relief Orders which reduced clients’ debt levels. Completed initial gateways calls limited to 20 minutes to fact gather for Debt Advisors to improve clients' financial wellbeing. Personally motivated to expand my knowledge and use my skills of empathy to assist those who had the courage to confront their debt issues. This was temporary work during the Christmas break whilst studying LLB Law. Show less

Legal Summer Work Experience Placement

• Jun 2008 - Jul 2008

Wills & Probate, Family Law & Conveyancing work experience placement. Wills & Probate, Family Law & Conveyancing work experience placement.