Read more on Case Manager – Court of Protection – Bristol

Clarke Willmott Llp; Bristol; On-site; GBP 25,000 - 45,000; Full time

Job summary

Join a forward-thinking law firm as a Case Manager in the Court of Protection team. In this pivotal role, you will manage the financial affairs of vulnerable individuals, ensuring their needs are met with compassion and diligence. Your responsibilities will include liaising with clients, conducting financial assessments, and managing care funding. This position offers a unique opportunity to make a real difference in people's lives while working within a supportive and diverse environment. If you have a caring nature and strong numeracy skills, this role is perfect for you to thrive and grow in your career.

Benefits

Flexible Benefits

Supportive Environment

Career Development Opportunities

Qualifications

• Strong numeracy skills for effective financial management.
• Understanding of relevant legal frameworks is essential.

Responsibilities

• Manage financial affairs of vulnerable clients under supervision.
• Be the main point of contact for clients and third parties.

Skills

Numeracy Skills

Attention to Detail

Caring Nature

Education

Knowledge of Mental Capacity Act 2010

Understanding of Court of Protection Rules

Tools

Microsoft Excel

Job description

Case Manager – Court of Protection – Bristol

Our growing Court of Protection team has an opportunity for a Case Manager to join its Bristol practice. Our experienced and approachable team work with families, professional advisers and local authorities across the country. You will have the opportunity to work with our experts, providing practical advice and assistance on behalf of people who cannot manage their own finances, for reasons such as mental incapacity, mental illness or following a severe personal injury.

Role: Case Manager – Court of Protection
Location: Bristol
Hours: Full Time
Term: Permanent
Vacancy Reference: 1287-PBL

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.

Day to day, you’ll be successful in this role by:

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.

This role is right for you if:

You will have a caring nature, seeing this role as more than a ‘job,’ taking your responsibilities to our vulnerable clients very seriously, whether the task is big or small. When it comes to individuals’ lives, every detail matters, so you will be someone who considers the wider implications of what you do, and who likes to go the extra mile.

You are required to have good numeracy skills to help with the financial management and record keeping, and a competent knowledge of Microsoft Excel.

You will understand the importance of financial budgeting and sustainability and your role in managing client budgets.

You are expected to be aware of relevant rules and regulations including but not limited to:

• Mental Capacity Act 2010
• Court of Protection Rules and associated practice directions

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.

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.

If you would like to apply for this vacancy, please send us your CV and covering letter using the form below.

As a firm we are committed to protecting the privacy and security of your personal information. Our recruitment privacy notice details how information is collected, processed and how long it is retained for.