Legal Casework Specialist

23 hours ago


Birmingham, Birmingham, United Kingdom G2 Legal Limited Full time

My client, a prominent Legal 200 firm in Birmingham, is seeking an experienced professional to join its Private Client team. This role is ideal for an empathetic and highly organised individual who is passionate about supporting vulnerable individuals with their financial affairs.

The Role
  • Creating and monitoring household and personal budgets tailored to client needs, estimated annual salary: £25,000 - £35,000.
  • Managing payments and maintaining balanced accounts, ensuring accurate financial reporting and compliance.
  • Liaising with external professionals, including care providers, therapists and contractors, to ensure client needs are met.
  • Addressing emergencies promptly and professionally, always prioritising the client's welfare.
  • Preparing financial summaries and advising deputies on budgets, expenditure requests and changes in circumstances.
Required Skills and Qualifications
  • Direct experience in Court of Protection matters is not mandatory but beneficial, but a background in roles such as housing officer, charity treasurer or bank cashier would be highly advantageous.
  • Proficiency in Microsoft Excel for financial management and forecasting.
  • Strong organisational skills, particularly in coordinating household operations and managing property tasks.
  • Exceptional communication and interpersonal abilities, with a sensitive approach to client interactions.

This position 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.



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