Court Of Protection Executive

Slater Gordon; Manchester; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

25 days holiday (option to buy 5)

Pension scheme

Health cash plan

Life assurance

Income protection insurance

Job summary

Slater and Gordon in Manchester is recruiting a Court of Protection Executive to manage and support the financial affairs of COP and PIT clients. You will ensure assets, income and arrangements are administered efficiently and compliantly, within a supportive team that impacts clients and families.

The role requires accuracy, multitasking across priorities and strong communication with clients and professional contacts.

Qualifications

• Strong financial administration skills.
• Excellent attention to detail and organisational abilities.
• Strong communication skills and a client-focused approach.
• A commitment to delivering exceptional service while supporting vulnerable individuals.

Responsibilities

• Manage payments and invoices across your caseload.
• Arrange payments from client accounts for litigated matters at key stages.
• Maintain detailed and accurate financial records.
• Complete monthly bank reconciliations.
• Manage client benefits and entitlements.
• Oversee insurance policies, renewals and related administration.
• Prepare annual Court of Protection reports and cost reporting.
• Ensure compliance with FCA guidance on cash and high funds management.
• Maintain records on bespoke financial and case management systems.
• Support preparation of Deputy Review Meetings and Investment/ Litigation meetings.

Skills

Financial administration

Attention to detail

Organisational abilities

Client-focused service

Job description

Slater and Gordon are a leading consumer law firm which provides a broad range of specialist legal and complementary services. We are undergoing a huge transformation across all areas of the business, with a focus on people and technology, and our mission is to give people easier access to our world class legal services.

We have an exciting opportunity for a Court of Protection Executive to join our team in Manchester

As a COP Executive, you will be responsible for supporting and managing the financial affairs of Court of Protection clients and Personal Injury Trust (PIT) clients. You'll ensure that clients' assets, income and financial arrangements are managed efficiently, compliantly and in their best interests.

Working within a highly supportive team, you'll be involved in a wide range of responsibilities that directly impact the lives of clients and their families.

Key Responsibilities

• Managing payments and invoices across your own caseload, while supporting colleagues as required.
• Arranging payments from client accounts for litigated matters at application and pre-order stages.
• Maintaining detailed and accurate financial records.
• Completing monthly bank reconciliations.
• Managing client benefits and ensuring entitlements are maintained.
• Overseeing insurance policies, renewals and related administration.
• Preparing annual Office of the Public Guardian (OPG) reports, including management and cost reporting.
• Ensuring compliance with FCA guidance and best practice relating to cash and high-funds management.
• Maintaining accurate records on bespoke financial and case management systems.
• Supporting the preparation of:
  • Annual Deputy Review Meetings
  • Investment Management Beauty Parades
  • Investment Review Meetings
  • Litigation Meetings, including reporting on budgets, income and expenditure, and assets and liabilities
• Acting as a key point of contact for clients, families and professional contacts via telephone and email.
• Ensuring compliance with AML, sanctions, risk management and wider regulatory requirements.

What We’re Looking For

• Strong financial administration skills.
• Excellent attention to detail and organisational abilities.
• Experience working within Court of Protection, Personal Injury Trusts, legal services, financial services or a similarly regulated environment.
• The ability to manage competing priorities and maintain high levels of accuracy.
• Strong communication skills and a client-focused approach.
• A commitment to delivering exceptional service while supporting vulnerable individuals.

What we offer in return:

We offer a hybrid working environment, alongside a competitive salary and benefits package including 25 days holiday allowance plus the option to purchase an extra 5 days, pension scheme, health cash plan, life assurance and income protection insurance. The opportunity to develop a rewarding and successful career with an award- winning law firm.

Court of Protection Executive Manchester, UK