Legal Assistant - Court of Protection/Finance
Warwick
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.