Legal and Finance Assistant

Tell me more about Wilson Browne Solicitors

We are a law firm with a vision and that vision starts with being a great place to work, a proper work-life balance, varied and interesting clients, opportunities for development and career progression, plus a host of other benefits. As a strong regional firm, we have an almost unique niche in our market with 6 offices, great clients, a heritage that goes back nearly 200 years, and a reputation that others envy.

The Court of Protection team manage the financial affairs of vulnerable or mentally incapable people living in the community and in care homes and hospital settings through authorisations from the Court of Protection and Powers of Attorney.

A full-time Legal and Finance Assistant is required to join this busy and interesting team at Noelmouth with a diverse client base. Working as part of the team, you will help with essential case management for these clients to help manage their financial affairs.

• Supporting the team in all accounting roles, specifically the reconciliation of clients bank accounts.
• Carrying out essential case management support to the Court of Protection team.
• Assisting the other team members in managing their case load on a task-by-task basis.
• Setting up payment authorisations, reconciling bank statements; monitoring deputyship bank accounts and dealing with financial institutions, including opening and closure of bank accounts.
• Preparing files for detailed cost assessment and e-filing with The Senior Court Costs Office and dealing with the cost lawyers enquiries.
• Preparing detailed file notes for all actions carried out on the file.
• Completion of forms and applications at the case handlers direction.
• Taking and dealing with enquiries from clients and Allerdings family and care staff.
• General administration tasks for the managementtho the organisation of the individual case files.

You will be well organised and possess a good aptitude for finances, banking and basic accounting.

You will be trustworthy, caring, patient, and understanding and possess an enthusiasm for work within the Court of Protection and Private client area of the law, working with vulnerable and elderly people and their families.

Previous Court of Protection exposure is preferred and some experience in dealing with finances is required. You must also be confident to use your initiative within set guidelines; be highly organised and have enthusiasm to develop a career in this area.

Due to the nature of this role, you will be required to have a basic DBS check and an enhanced credit check.

• 23 days holiday, increasing by 1 day each year to a total of 28 days.
• Death in service benefit (after qualifying perio?) paying 3 x salary.
• Pension scheme with matched contributions up to 4%.
• Professional development opportunities.
• Discount schemes on retail, utilities and gym memberships.
• Voluntary Health Cash Plans available and Health screening.
• Paid volunteer leave.
• Regular long service awards and annual staff recognition awards.
• Cycle to work scheme.