Court of Protection Caseworker

We are excited to expand our services to existing and future Court of Protection clients and are looking for a dedicated caseworker to join our team.

This job involves supporting our Court of Protection team in organising the financial affairs of vulnerable adults. The role is suitable for someone who is highly organised and is able to manage a varied caseload. We are looking for someone who wants to provide an efficient and compassionate service while enjoying the benefits of a healthy work/life balance. The successful candidate will be part of a well-established, driven team that handles good-quality work.

Part or full time depending on candidate.

Salary – market rate dependent upon experience.

What would I be doing day-to-day?

• Dealing with day-to-day post.
• Preparing posting slips to process payments for Fee Earner to action payments.
• Updating ledgers on a monthly basis.
• Keeping files in a tidy, orderly manner.
• Scanning all documents received into the matter and naming them appropriately.
• Diarise important dates in Fee Earner’s diaries and central diaries for matters such as yearly visits,
• Quarterly billing, other regular or important dates.
• Opening new files for each deputyship year ensuring all information and documents transferred into the file.
• Dealing with emails and reviewing with Fee Earner where appropriate.
• Assisting with annual deputyship accounts.

What makes SME Solicitors different?

SME Solicitors is a well-established law firm located in the centre of Worcester, with a history dating back to 1840. The firm combines traditional values with modern practices to provide a personal and proactive service to our clients - many of whom have been with us for generations. SME Solicitors is proud to be an independent high-street firm that is able to provide a full suite of legal services to Worcestershire’s individuals, families and businesses alike.

We strive to make our firm a friendly, flexible and supportive place to work. That’s why we have a range of benefits that our members of staff can take advantage of. Some of these include:

• Working within a flexible and supportive environment.
• Wellbeing provision with Mental Health and Emergency First Aiders on site.
• Free parking on the premises, including at weekends.
• A well-stocked staff kitchen and access to our cold water machine in reception.
• Pension provision with auto-enrolment.
• Flexible parental leave arrangements.
• Holiday entitlement includes statutory holiday, birthday as holiday, Christmas Eve and three days between Boxing Day and New Year’s Day.
• We also offer one paid day for charity work each year.
• Long service recognition.
• Payday breakfast, staff socials and invitations to networking events.
• Christmas festivities and other seasonal events.
• Discounts on Wills and Lasting Powers of Attorney and Residential Conveyancing of a primary residence.
• Sight tests and contribution towards the cost of glasses.
• Professional development coaching, including webinars and CPD training.
• Opportunities for career development including apprenticeships.
• Commitment to charitable initiatives supporting multiple local charities.

What experience would help me to thrive at SME?

You would need…

• Good organisational skills
• A compassionate nature
• The ability to work both individually and collaboratively
• Great communication and IT skills
• The ability to prepare reports and balance accounts

Ideally, you would also benefit from having experience in Court of Protection work.

Who would I be working with?

Our Private Client team is well-known across Worcestershire and handles a variety of different types of work, from writing wills to looking after clients through deputyships, to administrating estates and handling probate.

Our Private Client team is knowledgeable and great at what they do, often receiving testimonials from clients about their compassionate nature and willingness to do whatever they can to help. The members of our team are highly regarded in their field, such as Samantha Lloyd (Head of Private Client), who won the Worcestershire Law Society’s Outstanding Contribution Award in 2022.

Private Client is always looking to take on new talent and support career development by offering paralegal courses and pathways to qualifying. We are always looking to improve our Private Client offering and by taking on a new member of our Court of Protection team, we will be able to continue providing an excellent level of service to more people.

There’s more to learn about our team on our website, at www.smesolicitors.co.uk/our-people

What are some of the things we would discuss during an interview?

• Your previous experience in employment and how it would help you in this role.
• Your professional experience, accomplishments, training and client interactions.
• Your ability to cope with a full workload and demanding situations.
• Any other areas of interest within the job, as well as your goals going forward.

Job Types: Full-time, Part-time

Benefits:

• Company pension
• On-site parking

Schedule:

• Monday to Friday
• No weekends

Application question(s):

• Do you have experience in Court of Protection work?

Work Location: In person