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Court of Protection Financial Advisor

3 weeks ago

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

G2 Legal Limited in Birmingham is seeking a Court of Protection Financial Advisor to join its Private Client team. The ideal candidate will be an experienced and empathetic individual who is passionate about supporting vulnerable individuals with their financial affairs.

Key Responsibilities:

  • Creating and monitoring household budgets tailored to client needs.
  • Liaising with external professionals to ensure client needs are met.
  • Preparing financial summaries and advising deputies on budgets and expenditure requests.

Benefits:

  • A competitive salary of £39,000 per year, depending on experience.
  • Cycle to work scheme and company pension scheme.
  • The opportunity to work for a top 200 UK law firm.
  • Birthday holiday and private medical insurance.

Requirements:

  • Direct experience in Court of Protection matters is not mandatory but beneficial, although 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.