Legal Assistant/Paralegal (Court of Protection - Leeds)
Location: Leeds/Hybrid
Fletchers Solicitors Ltd have a fantastic opportunity to join our growing Team.
Exciting Opportunity for a Legal Assistant! Join our team to assist Private Client file handlers in managing affairs of vulnerable individuals. Provide Deputyship & Trustee services to clients with personal injury or clinical negligence claims. Seeking a candidate who can multitask in high-stakes environments, ensuring empathetic and courteous client interactions.
Main Responsibilities:
* Work closely with a file handler to manage a caseload of Deputyship and Trustee matters, both before and after the settlement of the PI claim.
* Be the day-to-day point of contact for clients with brain injuries and their families, carers and other professionals, escalating issues to the file handler if required. This contact is by phone, email, and letter.
* Prepare best interest decisions for the Directors for approval around big decisions eg house purchase, cars, investments etc.
* Complete and maintain comprehensive schedule of assets, income and expenditure and reviewing the sustainability of finances on all matters. If required, prepare documents for funds for investments and withdrawals.
* Arrange and monitor payments within the agreed budgets. Check invoices against budgets and for compliance with terms and conditions, and ensure legal bills are settled swiftly.
* Financial reconciliation of all accounts, including the preparation of annual OPG reports including fee estimate.
* Organise and prepare meeting pack for annual review meeting (up to date SAIE, memo on present issues, agenda), complete the follow up actions from meeting.
* Obtain quotes for, arrange, and renew insurances.
* Communicate spending information to litigators and liaise about interim payments.
* Apply for relevant benefits.
* Draft simple wills.
* Liaise with support workers, family and case managers on payroll issues and authorise payment of wages, NI contributions and pension contributions.
* Open files and completing screens on Proclaim, including ensuring key dates are recorded and important documents are on file. Carrying this forward from previous matters where appropriate. Circulate deputy order to all assets holders when it is first received.
* Maintenance and administration of the Private Client Department precedent documents.
Essential Skills and Experience:
* Excellent customer care skills gained through working in a high stakes environment, particularly dealing with all clients and stakeholders in a professional, empathetic, and courteous manner.
* Excellent teamwork skills - Working productively with colleagues in a professional, efficient, and courteous way.
* Excellent time management i.e., the ability to complete given tasks within an acceptable timescale, to work within any reasonably given deadlines and to time record.
* The ability to work in an organised way, prioritising work appropriately.
* The ability to apply initiative and forward thinking.
* Flexible approach & keen attention to detail.
Desirable Skills and Experience:
* Experience in dealing with vulnerable or demanding clients.
* A previous career in accounting/finance/banking/insurance/care or mental health.
* Previous experience in Private Client and Court of Protection work.
* A-levels or equivalent.
In return Fletchers can offer:
* 35 hours working week
* Bonus scheme (subject to targets being met)
* 35 days holiday a year including bank holidays and Christmas Closure, you also have an option to purchase up to 3 extra days holiday per year, until you reach the maximum long service awards which are awarded after your 5th, 7th, and 9th full year of employment
* Pension scheme with tax-efficient salary sacrifice option
* Life Assurance Policy
* Medicash policy to cover some dental, optical and other medical expenses
* Company sick pay
* Enhanced Maternity, Paternity and IVF schemes
* Flexible, agile working environment with a positive work-life balance
* Varied calendar of funded company social events (check out Fletchers Group on LinkedIn)
* Monthly voucher awards for winning nominees
#J-18808-Ljbffr