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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.

Apply

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Legal Assistant - Court of Protection/Finance jobs in Warwick

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