Financial Affairs Assistant

12 hours ago


Birmingham, Birmingham, United Kingdom G2 Legal Limited Full time
Job Title: Court of Protection Caseworker

G2 Legal Limited is seeking an experienced Financial Affairs Assistant to join their Private Client team.

The Job Description
  • Client Support: Assist vulnerable individuals with their financial affairs by creating and monitoring budgets, making payments, and addressing emergencies.
  • Financial Planning: Develop and implement tailored financial plans, ensuring effective financial management and planning.
  • Communication: Build strong relationships with clients, external professionals, and colleagues to deliver excellent customer service.
  • Administrative Tasks: Manage accounts, prepare financial summaries, and maintain accurate records.
Benefits Package
  • Life Assurance: Comprehensive life assurance coverage for employees.
  • Cycle to Work Scheme: Encourages healthy living and saves money through the cycle-to-work initiative.
  • Pension Scheme: A company pension scheme is available to support employees' retirement plans.
  • Working for a Top 200 UK Law Firm: Opportunities to work with a leading law firm in the UK.
  • Birthday Holiday: A celebratory holiday on your birthday.
  • Private Medical Insurance: Access to private medical insurance for added peace of mind.
Requirements
  • Background: Relevant experience in Court of Protection matters or similar roles, such as housing officer or charity treasurer.
  • Microsoft Excel: Proficiency in Microsoft Excel for financial management and forecasting.
  • Organisational Skills: Strong organisational skills, particularly in coordinating household operations and managing property tasks.
  • Communication Abilities: Excellent communication and interpersonal abilities, with a sensitive approach to client interactions.
  • Clean Driving License: A clean driving license and access to a vehicle for business travel are essential.

Estimated salary: £45,000 - £55,000 per annum, depending on experience.



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