Court of Protection Solicitor, Legal Executive

3 weeks ago

Exeter Devon, United Kingdom Tozers LLP Full time
Court of Protection Solicitor, Legal Executive (FCILEx) or experienced Paralegal

You will be acting for attorneys, deputies, and trustees in managing the affairs of our clients. You will be liaising with the Court of Protection and Office of the Public Guardian in relation to the affairs of our existing and new clients.

You will have a broad range of clients which will include:

  • children and adults, some with highly complex needs, who have been awarded significant compensation;
  • older people in care homes or those considering making that move;
  • the trustees and beneficiaries of personal injury trusts;
  • lay and professional attorneys and deputies.

You will liaise with our vulnerable clients to ensure they are involved in the management of their affairs so far as possible and appropriate. This will involve visiting our clients and their families where needed.

You will liaise with family members, care homes, private care providers and case managers, amongst others, to ensure appropriate and affordable support is in place and will be proactive in reviewing and reassessing the assistance needed.

You will take care of our clients’ day to day financial needs including arranging the settlement of their bills, helping them with budgeting and working with our clients’ financial advisors to take the administrative steps needed to put their financial plans into place. You will use specialised accounting software to track and control our clients’ funds.

What we’re looking for

You will have upwards of 2 years’ PQE in Court of Protection / Vulnerable Client work, or equivalent experience without qualification. You will be able to cover all aspects of Court of Protection and attorneyship work.

You will be able to handle a caseload with minimal supervision.

We would expect you to have experience of all or most of the following:

  • communicating with clients, and their family, to establish long-term relationships and understand their views and background to assist with “best interest” decisions;
  • the application of the Mental Capacity Act 2005 and MCA Code when reaching decisions for clients;
  • preparing standard Court of Protection Applications;
  • preparing and advising on Statutory Will Applications;
  • assessing capacity to make certain decisions;
  • advising on the fiduciary duties of attorneys, deputies, and trustees,
  • Local Authority care home funding and NHS CHC funding and when these should be available.

Experience of the following would be welcome but welcome but is not required:

  • advising on and making Court applications in relation to deprivation of liberty;
  • investigating suspicions of financial abuse.
What you’ll have
  • experience in a fast-paced environment and be ambitious within the area of Court of Protection;
  • strong organisational, time management and interpersonal skills;
  • an ability to explain complex areas of law in a simple and coherent way;
  • a strong attention to detail;
  • an enthusiastic interest in the department’s business development and we would wish for

If you do not already hold a STEP qualification, we would support the successful candidate in the relevant studies to achieve this standard.

What we have

We believe that our people are our most important asset, and are committed to supporting our teams, cultivating a healthy culture of challenge and expectation with support and care. We invest in our teams and our infrastructure to ensure that we attract and retain talented staff and are committed to giving all colleagues the opportunity to reach their full potential, with a real focus on training and development.

Our values; high quality work, healthy growth and happy teams are at the heart of everything we do. Find out more about our vision and values, commitment to colleague wellbeing, and colleague benefits below.

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