Julie Wheeldon Email & Phone Number

West Midlands, England, United Kingdom

Responsible for auditing company practices and procedures to ensure compliance with applicable laws and regulations. Reviewed records and interviewed colleagues to assess compliance risks and make recommendations for improvement. The role required excellent analytical and communication skills, as well as knowledge of industry standards. Conducted audits of the company’s operations to identify areas of noncompliance. Reported findings to management and made recommendations for corrective action as appropriate. Worked alongside management and colleagues to develop, implement and maintain plans to improve compliance with relevant laws, regulations and governance. Maintained up to date knowledge of changes in legislation and laws, including HR requirements for employees. Fully conversant with IT platforms utilised by the company.

Staffordshire, England, United Kingdom

A confident professional with first class interpersonal, communication and motivational skills and the passion to provide an empathetic and quality advice service to clients. Utilised competencies acquired throughout an established professional career, duties included but were not limited to:Taking on and running existing matters in the areas of matrimonial finance and child arrangements; Handling a caseload of divorces, financial remedies and high value prenuptial agreements; Assisting with the development of the matrimonial department; Managing and progressing own caseload in an efficient and effective manner; Dealing with enquiries from potential clients, colleagues and existing clients promptly; Team management; Ensuring that SRA regulations regarding competency were consistently kept up to date; developing a specialised area of advice in contested Inheritance Provision for Family & Dependents Act matters. Responsible for overseeing the training of junior personnel; monitoring their progression; offering advice and constructive pointers to aid development; case reviewing their cases to ensure they satisfied quality mark requirements and that appropriate, correct advice was being provided to clients