Financial Management Specialist

1 day ago


Birmingham, Birmingham, United Kingdom G2 Legal Limited Full time
Job Overview

G2 Legal Limited is seeking a highly skilled and empathetic Financial Management Specialist to join its Private Client team in Birmingham. This role offers a fulfilling opportunity to work closely with a supportive team and make a meaningful impact in the lives of those who rely on this essential service.

Responsibilities
  • Manage household and personal budgets tailored to client needs, ensuring accurate forecasting and financial stability.
  • Liaise with external professionals, including care providers, therapists, and contractors, to ensure seamless coordination of services.
  • Prepare financial summaries and advise deputies on budgets, expenditure requests, and changes in circumstances.

The ideal candidate will have direct experience in Court of Protection matters, proficiency in Microsoft Excel, and strong organisational skills. A clean driving license and access to a vehicle for business travel are essential.

We offer a competitive salary of £28,000 - £35,000 per annum, depending on experience, along with a range of benefits including life assurance, cycle to work scheme, and private medical insurance.



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