Allison Holt – Visiting Solicitor
About the role – I have worked with Forever Legal for two years as a visiting solicitor. My role mainly involves visiting clients taking out equity release to explain the process, go through their offer and make sure they are confident about the obligations they are undertaking and to complete all the documentation. This needs to be done with care and empathy, everyone has different circumstances that need to be taken into account and different levels of understanding and some clients can be quite vulnerable so being a people person is a definite ‘must have’ quality. A love of animals also helps as many clients have dogs and cats to chat to as well!
How do you describe what you do to your friends and family –My average day involves preparing the packs and making sure all relevant documents are present, driving to visits, of which I do around 3/4 each day over a wide area in the North West, and then on my return finalising and returning packs, sorting out certified ID and any other supporting documentation and liaising with the office with any particular points of note. I also may need to phone clients to discuss re-offers or attend a team meeting via zoom.
What is it that you enjoy about your job the most – Although the process is standard, each day is different as I am with a variety of people in different areas. The best part of the job (apart from getting to pet cute cats and dogs) is this element of meeting all sorts of folk and hearing their stories.