Experience

Equilaw

• United Kingdom
• Law Practice
• 1 - 100 Employee

• Business Development Executive

  • Jul 2021 - Present

  I maintain relationships with clients and introducers, whilst keeping the brand of Equilaw alive. I enjoy supporting both advisers and their clients through their initial stages of the Equity Release process. Regular contact with existing introducers via telephone and email, ensures that there are no ongoing service issues. I also liaise with new introducers, as directed by the Business Relationship Managers to introduce Equilaw and our service proposition to increase our market share.

• Case Manager

  • Sep 2019 - Jul 2021

  Building friendly and trusting relationships with clients releasing equity from their homes. This role has enabled me to build up extensive knowledge of the Equity Release legal process. My daily duties included:• Overseeing the smooth progression of clients' Equity Release transactions, ensuring cases are completed within service level agreements.• Managing and delegating a workload effectively between myself and my legal assistant – ensuring their progression in their role as well as my own.• Dealing with complex issues such as unregistered titles, power of attorney cases, Wills/Trusts as well as the more standard Equity Release cases.

• Case Assistant

  • Oct 2018 - Sep 2019

  Following the successful completion of my apprenticeship with Equilaw, I secured my role as a Case Assistant. Daily, I opened Equity Release files and provided support to my Case Manager throughout the process. I regularly communicated with clients, financial advisers and third party companies to ensure cases were processed as quickly as possible.

• Business Administration Apprentice

  • Oct 2017 - Oct 2018

  I joined Equilaw as a business apprentice as I saw the opportunity to join a growing and successful company. I experienced all aspects of the business during my time as an apprentice, from managing the daily post requirements, working on client files and supporting the business development team.