Case Manager - Court of Protection
Bristol (hybrid working)
Full-Time
Competitive salary
An excellent opportunity has arisen for a Case Manager to join a specialist Court of Protection team in Bristol.
This role offers the opportunity to make a genuine difference to the lives of vulnerable individuals by supporting Deputies in managing the financial affairs of clients who lack capacity due to injury, illness or other circumstances. The successful candidate will play a key role in helping clients maintain their independence, wellbeing and quality of life.
The position would suit an experienced Case Manager, someone with experience supporting vulnerable individuals, a graduate looking to build a career within the legal sector, or an individual with strong organisational skills seeking to transition into a legal office-based role.
Key responsibilities include:
- Acting as a main point of contact for clients, families and third parties
- Supporting Deputies in managing client finances and day-to-day affairs
- Reviewing care funding arrangements and making funding applications where required
- Conducting benefits reviews and submitting new claims
- Arranging insurance and obtaining quotations
- Managing incoming correspondence and Court of Protection inboxes
- Assisting with annual deputyship reviews and reporting requirements
- Preparing information for annual financial reviews and adviser meetings
- Managing payroll arrangements for carers where applicable
- Processing payments and assisting with account reconciliations
- Drafting Best Interest Decisions for Deputy approval
- Supporting compliance with Court of Protection and Office of the Public Guardian requirements
The successful candidate will be highly organised and capable of managing competing priorities in a fast-paced environment. Strong communication skills, attention to detail and the ability to work independently are essential.
Candidates should possess:
- Excellent written and verbal communication skills
- Strong Microsoft Office skills, particularly Outlook and Excel
- Excellent organisational and administrative abilities
- A proactive and problem-solving mindset
- A caring, empathetic and client-focused approach
- The ability to manage sensitive and confidential information appropriately
An interest in the use of technology and AI within professional services would be advantageous.
The team operates a hybrid working model, typically spending 2-3 days per week in the Bristol office, with the remainder working remotely. The environment is collaborative, supportive and focused on maintaining a healthy work-life balance while delivering exceptional service to clients.
This is an excellent opportunity for someone looking to build a rewarding career within Court of Protection work while joining a highly regarded and supportive team.
Please apply or send your CV to shannonhewes@chadwicknott.co.uk in order to be considered.
*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*
