Phil W. Email & Phone Number

London, England, United Kingdom

Work processes:- Wealth and Investments; Pensions; Consumer Credit, and Banking.

Birmingham, United Kingdom

Research financial markets and information provided by schemes, ensuring its accuracy in preparation for an Actuary to produce a Financial Court Report;Liaise with law firms and all relevant bodies in the preperation of Court Reports;Significantly impacted on the compliance process by creating precedents for the Analyst Team, allowing for greater efficiency by reducing time spent drafting and reduced risk by incorporating key elements into precedents;Solely responsible for the scheduling all Court Reports (Circa 400, on a rolling basis), ensuring Reports were provided ahead of solicitor and Court timeframes;Appointed by the Office Manager to oversee all their responsibilities when they were on prolonged leave; andAppointed as the only ‘Key Worker’ for the department during Covid-19 lockdown and thereafter, by the Chief Executive of Brewin Dolphin, to attend the office carry out all the integral functions to keep the department functioning (only member of staff to do this during the first UK lockdown).The role wasn’t challenging and there wasn’t any opportunity for progression.

Coventry, United Kingdom

Solely supported a Partner on a multimillion, cross jurisdiction share purchase which was the largest transaction in the firms history; Drafted various Corporate and Commercial agreements, such as: Purchase Agreements (Share & Asset); Loan Agreements; Shareholder/Partnership agreements and bespoke Terms and Conditions;Direct client contact in meetings, telephone calls, emails and letters;Supported two partners in the Corporate department who delegated work to me on their matters or they assigned a matter to me to work independently;Provided first drafts to each partner on their matters; andSupported various departments such as Commercial Property & Residential with their ancillary work.Due to not wanting to qualify or pursue a career as a solicitor, the role was no longer viable for me.

Wolverhampton, United Kingdom

Amended Lexis and West Law precedents as first drafts on corporate agreements ready for a partner to then amend;Carried out legal research and file maintenance for all partners in the department, using Lexis and West Law, to assist on bespoke matters. Ensured legal due diligence enquiries were handled smoothly with the maintenance of data rooms, uploading and updating of documents contained within, and accurately describing all documents in an index.First point of contact on all enquiries and also continued to be a port of call for ongoing client matters.Was offered a better opportunity with Band Hatton Button.

Birmingham, United Kingdom

Liaised with Ombudsman Adjudicators via e-mail and telephone on mortgage complaints that required further information or rectifying. I was one of four members of staff within the department that carried out this process; Routinely assisted both Ombudsman Adjudicators and the Barclays Quality Assurance team to process complex scenarios; Drafted extensive investigations and collected information which was complied into Business Responses for the Ombudsman. These responses ranged between 2 and 15 A4 pages dependant upon the complexity of the case. Within my response i would either uphold the dispute or defend the Bank's position. Attended regular collaborations with the senior operations to determine if we could operate outside of policy;Supported the phone team with routine mortgage questions; As of March 2016, I was the first within the department to be awarded 'Star Advocate' status. This award was presented to me by the senior director of Ombudsman Operations for Barclays, who travelled from London to present the awarded. I was nominated by fellow colleagues, team leaders and senior operations for providing “outstanding” work. Acted as a trainer, training either individuals on new processes or sitting with the telephone team and helping with complex enquiries. Whilst sitting with the telephone team I created a user guide on how to answer mortgage questions and navigate mortgage systems. This was a new agreed process with the Ombudsman and my guide subsequently help to reduce the number of ratification requests by 50%. Overlooked for promotions at Barclays and when approached by a recruiter for a law job, I had to take the opportunity.

Birmingham, United Kingdom

Voluntary work whilst studying.Receptionist and gateway assessor. I was one of the first points of contact at the biggest Bureau in the West Midlands.

Birmingham, United Kingdom

Level 6 representative for a class of approximately 200 students in my final year at university.

Bachelor'S Degree, Law (Llb Hons), High 2.1

Final 2 Years modules: Intellectual property; Equity & Trust; European Union Law; Jurisprudence; Employment law; Land Law; Public Law &.

Access To Higher Educaiton Social Science, Psychology, Sociology, Social Policy, 69 Credits

A one year course both exam and course work based. Equivalent to A levels; however, it was a single year opposed to the conventional 2.

Level 3 Bachelor Of Technology (Btech), Public Services, Merit

Activities and Societies: West Midlands police training

Gcse'S & Level 2 Btech, 9 Gcse'S & Level 2 Computer Aid Design

Activities and Societies: Football team; Rugby team; Athletics society & Cricket team.