Case Manager (Court of Protection)

Clarke Willmott; Bristol; On-site; GBP 30,000 - 50,000; Full time

Job summary

A national law firm is seeking a diligent individual to manage the financial affairs of vulnerable clients under supervision, focusing on accuracy and attention to detail. Responsibilities include coordinating financial assessments, managing client budgets, and ensuring compliance with relevant regulations. The ideal candidate must be proactive, exhibit strong numeracy skills, and be proficient in Microsoft Excel. This role offers an empowering work environment with a commitment to professional growth.

Benefits

Comprehensive learning and development programme

Flexible benefits

Wellbeing initiatives

Qualifications

• Experience managing financial affairs for clients with limited mental capacity.
• Proficient in Microsoft Excel for record-keeping and financial management.
• Strong numeracy skills for managing budgets and financial sustainability.

Responsibilities

• Manage financial affairs of vulnerable clients under supervision.
• Coordinate with clients and third parties as the main point of contact.
• Complete necessary financial assessments and applications for funding.
• Uphold firm policies and maintain information security during duties.

Skills

Financial management

Attention to detail

Microsoft Excel

Numeracy skills

Problem-solving

Job description

About The Role

You will be responsible (under supervision) for managing the financial affairs of vulnerable people, in particular, those with limited mental capacity.

Regular duties will include but are not limited to:

• Being the main point of contact for clients / third parties.
• Complete monthly cabinet check exercise.
• Raising CW bills as appropriate.
• Reviewing care funding position and completing financial assessments, making funding applications as/when required. Managing funding where applicable including direct payments.
• Completion of necessary checklists and reviews (Initial Appointment, New Admin Year, Monthly, Property sale / purchase, Moving home, Deceased)
• Complete annual Benefit Reviews making new claims as/when required. Updating DWP of relevant changes as appropriate.
• Arranging necessary Insurance
• Obtaining Quotes.
• Checking OPG reports and referring as required.
• Dealing with Post
• Managing emails received via COP email inbox
• Finalising annual visit checklist and undertaking the annual deputy visit (where appropriate).
• Arranging and preparing for annual IFA meetings
• Managing employment of carers including monthly payroll arrangements
• Managing receipt of Periodical payments including evidencing proof of life
• Authorising payments on HSBC.net
• Deputy Accounts / Reconciliation.
• Draft Best Interest Decisions (for deputy approval)

It is an integral part of this role that you comply with information security and all firm policies and procedures.

The role is right for you if:

You have a caring nature and see this role as more than just a job, taking your responsibilities to our vulnerable clients very seriously. You understand that every detail matters when it comes to individuals’ lives and always consider the wider implications of your actions, going the extra mile whenever needed.

You will:

• Work quickly, accurately, and efficiently while remaining calm under pressure.
• Be proactive, thinking ahead to meet the needs of your team and clients.
• Manage client budgets responsibly, with a strong understanding of financial sustainability.
• Demonstrate good numeracy skills and competent knowledge of Microsoft Excel for financial management and record-keeping.
• Pay meticulous attention to detail in all aspects of your work.
• Work to deadlines and with minimal supervision.
• Uphold a professional attitude with honesty and integrity.
• Show initiative and problem-solving skills.

Be aware of, or willing to learn, relevant rules and regulations, including:

• OPG Professional Deputyship Standards
• Mental Capacity Act 2010
• Court of Protection Rules and associated practice directions

About Us

Who we are

You’ll be joining a national law firm that enjoys a strong reputation, made possible by our exceptional people – each chosen for their industry knowledge and passion for their field. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.

We work flexibly and you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.

What we can offer you

A career at Clarke Willmott will feel different to other law firms. We thrive on our individual differences and diversity because as a team, we are united by our shared values and mutual respect. Working with us you will feel empowered, valued and free to be yourself in a safe and supportive environment.

Our mission is to help you realise your full potential whilst maintaining a positive work-life balance. We provide a comprehensive learning and development programme and a range of wellbeing initiatives to support your career journey.

There’s no doubt we expect the best from our people and even the occasional extra mile. In return, your dedication and commitment to the continued success of the firm will be rewarded with a comprehensive range of flexible benefits.