Job Description

Title:

Court of Protection & Private Client Advisor

Hours:

9:30 am - 5:30 pm and as required, flexible applications considered

Working week:

Monday - Friday

Department:

Private Client

Purpose of job:

To provide general assistance to the Court of Protection Team on Deputyship cases and Personal Injury Trusts within the Private Client Practice Area, to include liaison with the Clinical Negligence Practice Area.



The role will be one of general assistance within the Deputyship team. It will primarily involve assisting in the management of Court of Protection Deputyships on behalf of clients who have received a personal injury award and do not have the mental capacity to manage their own financial affairs. Additional assistance will also be required in relation to Trusts on behalf of clients with mental capacity. The role will involve various administrative tasks and document management.



Assisting with legal tasks related to Court of Protection matters Case administration and document management, including the progression of applications to the Court of Protection Preparation and maintenance of financial records and spreadsheets Payment of invoices and organising insurance cover Preparation of attendance notes, documents and court bundles Managing correspondence with clients, solicitors, and third parties professionally and confidentially Liaising with accountants, financial advisors, utility providers, banks and other professionals as and when required Ordering of equipment and arrangement of privately funded therapies for clients with acquired brain injuries Preparation of bills, maintenance of billing records and preparation of annual tax returns Management of the billing process including liaison with internal/external costs draftsmen and the SCCO General file administration and organisation * Other reasonable ad hoc responsibilities as and when required.