Summary
Overview
Work history
Education
Skills
Certification
Accomplishments
Affiliations
Timeline
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Sandeep Dhanjal

Cranleigh,Surrey

Summary

Committed, reliable and enthusiastic trainee solicitor looking for the opportunity to develop her legal career within a dynamic yet supportive environment. On track to qualify on 5th December 2024 in Private Client. A trainee solicitor with excellent analytical, problem-solving and communication skills who manages her own caseload. Commercially astute, excellent project management skills and an ability to build strong and effective business relationships.

Overview

9
9
years of professional experience
1
1
Certification

Work history

Trainee Solicitor

Vickers & Co. Solicitors
2022.12 - Current
  • Majority of training undertaken in the Private Client department; 3 months taken to assist in Family Department
  • Handles own caseload with minimal supervision.
  • Handles client meetings without supervision
  • Trained the department in the use of LEAP case management software and lead the transfer of existing matters to the case management system.
  • Liaised with clients to understand their legal needs, providing tailored advice accordingly.
  • Supported the team by managing a vast portfolio of cases effectively.
  • Demonstrated excellent communication skills whilst explaining complex legal terms to clients.
  • Worked closely with senior solicitors, learning from their experience and expertise.
  • Enhanced efficiency by streamlining office processes and protocols.
  • Collaborated with colleagues on intricate cases to deliver comprehensive solutions.
  • Showcased strong organisational skills whilst managing multiple case files simultaneously.
  • Gained proficiency in using modern software tools such as LEAP for effective case management.
  • Provided knowledgeable advice covering Wills, Powers of Attorneys, Tax Planning, Non-Contentious Probate, Mental Capacity Act and Deputyship work.
  • Received positive feedback from clients for displaying sensitivity during difficult times.
  • Maintained confidentiality of sensitive information as per professional ethics.
  • Adopted an empathetic approach towards client interactions, improving customer satisfaction rate significantly.
  • Filed necessary paperwork on time to meet tight deadlines efficiently.
  • Stayed abreast of current laws and legislations through regular training sessions.

Paralegal

Marshalls Solicitors
2022.09 - 2022.12
  • Diligently preparing reports for clients including mortgage reports, reports on title, search reports and initial overviews on receipt of contract packs
  • Assisting the Private Client department with Deputyship matters and drafting estate accounts
  • Forming new companies limited by shares as management companies for developers, drafting share certificates for new members and company accounts as at incorporation
  • Consistently delivery high quality work swiftly and efficiently
  • Preparing research reports to ensure the firm's work is current with any recent changes and arising developments in governance, law and regulatory compliance.

Legal Secretary

Marshalls Solicitors LLP
2021.08 - 2022.09
  • Consistently liaising with clients, keeping them informed as to the progress of their matter, detailing the conveyancing process, advising on legal matters and managing expectations
  • Working for two fee-earners and providing support to colleagues where needed by prioritising and organising my workload
  • Preparing contract packs, matter correspondence, SDLT returns and handling Transfers of Equity and Refinance matters whilst corresponding with all parties in a matter and providing updates and ensuring the swift pace of the transaction
  • Responsible for pre-exchange, completion and post-completion work along with file setup, ML checks and KYC checks, and source of funds; giving particular attention to money laundering and fraud risks.

Wills Administrator

TWM Solicitors LLP
2018.09 - 2019.09
  • Providing administrative and clerical support to partners, fee earners and associates to assist their dealings as part of the highly regarded Wills Project
  • Creating and maintaining client records by communicating with clients to obtain and collate Wills and associated deeds and documents
  • Liaising within the firm and with clients and other firms to ensure that client records were complete, up-to-date and precise.

Paralegal

TWM Solicitors LLP
2017.10 - 2018.09
  • Diligently and effectively managed a large and varied case load, acting on behalf of individuals, partnerships and companies in a variety of commercial and residential transactions as both the buyer, seller and lender
  • Worked within a small, busy team within the department and offered support to senior staff members when required whilst managing my own case load
  • Consistently liaising with clients and professional bodies including the Land Registry, the Treasury, and banks, ensuring matters were dealt with in an effective and efficient matter
  • Regular drafting of various legal documents throughout the conveyance process with a high level of care and attention to detail, including various deeds, licences, leases, contracts and reports on title
  • Liaising with property search providers, requesting appropriate searches based on the property and replies to enquiries, analysing search results and preparing a Report on Title for the client
  • Frequently completed complex Land Registry applications including, transfer registrations, first registrations, unilateral notices, restrictions on title, amalgamation of title, and calculated the associated fee and documents and submitted applications – rarely receiving requisitions
  • Undertook the restructure and refinance for a large company involving 100s of properties and using several SPVs.

Education

PSC -

MBL Seminars

CQS 2021 Update; CQS Core Training (3 courses) -

The Law Society

Legal Practice Course with MSc in Law, Business and Management -

The University of Law

Graduate Diploma in Law -

The University of Law

Legal Secretary Course - undefined

Oplex Careers

BSc Chemistry with Medicinal Chemistry -

The University of Newcastle

Skills

  • Meticulous record keeping and superb organisational skills
  • Excellent analytical skills which show an innovative approach to problem solving
  • Wills and Powers of Attorney preparation
  • Client consultation
  • Legal research
  • Caseload management
  • Legal billing
  • Inheritance tax planning

Certification

  • Full, clean UK Driving Licence

Accomplishments

  • · Vice-President – University of Law – 2018-2019
  • · Class Representative – University of Law – 2016-17, 2018-2020

Affiliations

  • Cheerleading
  • Yoga
  • Pilates
  • Kickboxing
  • Travelling

Timeline

Trainee Solicitor

Vickers & Co. Solicitors
2022.12 - Current

Paralegal

Marshalls Solicitors
2022.09 - 2022.12

Legal Secretary

Marshalls Solicitors LLP
2021.08 - 2022.09

Wills Administrator

TWM Solicitors LLP
2018.09 - 2019.09

Paralegal

TWM Solicitors LLP
2017.10 - 2018.09

Legal Secretary Course - undefined

Oplex Careers

PSC -

MBL Seminars

CQS 2021 Update; CQS Core Training (3 courses) -

The Law Society

Legal Practice Course with MSc in Law, Business and Management -

The University of Law

Graduate Diploma in Law -

The University of Law

BSc Chemistry with Medicinal Chemistry -

The University of Newcastle
Sandeep Dhanjal