About The Role

We are looking for a proactive, highly organized, service-focused individual, with a keen financial focus, to fulfil a crucial role in our Older and Vulnerable Persons (OVP) / Court of Protection team as part of our Private Client function.

Based in either our Northampton or Cheltenham Office and reporting to our Head of Team, you will provide in-depth business support to the Partners and fee earners within the OVP team.

Responsibilities

• Keeping accurate financial data for vulnerable clients.
• Accessing bank accounts, managing and making payments as directed.
• Regular reconciliation of bank statements as they come in monthly.
• Oversight of client finances, alerting Fee Earners where Local Authority thresholds are approached and forecasting to ensure funds can be drawn down or topped up as appropriate.
• Ability to make phone calls and organise diaries/inboxes as required for a wide team. <...