Private Client Partner:- responsible for the running of the team including financial performance and strategy- structural change: planned, co-ordinated and delivered a restructure and expansion of the team- client work: managing case load of HNW clients engaged in estate and tax planning- business development: establishing strong internal and external referral relationships to develop profitable work for the teamClient Care Steering Group Member:- improving the client experience across the firm through improved working methods and trainingPension Trustee:- responsible, with my co-trustees, for the running of the firm's pension scheme and dealing with auto-enrolment

Ashton KCJ was formed from the merger of Ashton Graham and KCJ in 2011 - see description for KCJ

Responsible for the leadership and management of the Wealth Management team. I worked on team building, improving working methods, and driving forward structural changes to improve client delivery.Business Planning: planning and implementing a number of key initiatives to improve client delivery: - development of a paralegal tier- introduction and implementation of an online Wills service- improved use of case management software- alternate pricing methods: e.g. fixed fees- centralising admin tasksFinancials: setting fee and time targets for the team - monitoring, reviewing, and reporting on performance to improve the financial performance of the teamPerformance Management: undertaking high level and detailed performance management programmes and regular 360º appraisals leading to the preparation, review and monitoring of Personal Development Plans - providing support to help team members develop and achieve goals.Business development: establishing strong business relationships internally and externally; providing seminars on Estate Planning, Wills, and Lasting Powers of Attorney.Supervision: I directly supervised a number of junior lawyers, paralegals, and trainee solicitors - fielding practical and technical queries whilst supporting their development.