Legal Assistant - Court of Protection/Finance

Warwick - c£25,000 per annum

We are working in partnership with a well-established, Lexcel accredited, multi-service law firm, who are very much part of the local community in Warwick. 

Our client is looking to attract an experienced Legal Assistant to support their busy Court of Protection Property and Finance team. 

The Court of Protection Property and Finance Team are responsible for: 

• Managing vulnerable individual's bank accounts and property
• Settling vulnerable individuals' liabilities
• Managing vulnerable individuals' utilities
• Purchasing items on behalf of vulnerable individuals
• Liaising with the family and friends, social services and caregivers of vulnerable individuals
• Undertaking asset searches
• Undertaking benefit reviews
• Completing tax returns, care funding reviews and the Office of the Public Guardian annual report
• Making applications to the Court of Protection

The role will involve:

• Managing new enquiries
• Taking initial details and gathering  information in order to allocate the matter to the appropriate fee earner
• Liaising with existing clients, their families and support teams
• Supporting the fee earner with:
  • Care home visits.
  • Managing properties
  • Managing utilities and household bills
  • Preparing for tax returns
  • Obtaining online quotes for products and services
• Processing invoices 
• Managing financial budgets and forecasts on behalf of a vulnerable person including making claims for welfare benefits and payment of liabilities
• Preparation of all deputyship accounts for sign off by Senior Solicitor
• Preparing files to go out to an external costs draftsperson
• Providing assistance with administration tasks relating to client matters

Suitable candidates will have:

• Previous experience as a Legal Accounts Clerk, Legal Assistant, Paralegal or Legal Secretary
• Experience of Court of Protection work/ working with vulnerable individuals is preferred but not essential
• Good communication, organisational and team skills
• Good attention to detail
• The ability to deal with people in a calm, patient manner
• The ability to remain calm under pressure and work to tight deadlines
• Proficiency in MS Office including Word, Excel and Outlook

This is a full time permanent job, which is office-based, working 35 hours per week - 9am to 5pm Monday to Friday

Benefits include:

• 25 days' holiday plus statutory bank holidays
• Company pension scheme
• Excellent training and development opportunities
• Work life balance encouraged
• Fantastic support in place 
• Additional leave over the Christmas shutdown period (at Directors discretion)

Note: Salary stated is given as a guideline in line with market rate and will be wholly commensurate with experience. The information given above is correct to the best of our knowledge.

For more information, please contact Tracey at Talentwise Solutions

About Talentwise

Talentwise Solutions is a family-run, boutique recruitment agency specialising in legal professional and legal support jobs throughout Coventry and Warwickshire, Birmingham and the Midlands.

We offer a tailored service, to find the right role and the right cultural fit for our candidates, and rest assured we will never forward your CV to any firm without first gaining your consent.

About Your Consultant

Tracey is the Owner and Director of Talentwise Solutions, where her focus is on offering a prestigious, consultative, open, and honest service – the way she believes recruitment should be! Tracey’s passion for recruitment in the legal sector goes back over thirty years, and today it’s stronger than ever. Tracey prides herself on her personalised approach to recruiting and will be on hand to guide you through every stage of the process from initial application through to job offer. You know your career is in great hands with Tracey’s experience and expertise.

Know anyone who might be interested? We offer generous bonuses up to £500 for successful referrals. Conditions apply - contact us or view our website for details.