Campbell Smith LLP supports clients and their families with private client, property and welfare matters. We are seeking a compassionate and organised Client Welfare Manager to join our team in Edinburgh, providing sensitive, practical support through important life events, care decisions and financial management matters. Working closely with our private client and conveyancing teams, you will manage a varied workload with a high degree of autonomy. You will build relationships with clients, their families and care professionals, helping clients navigate their options and manage their affairs. Liaising with family members, care providers, social work departments, financial advisers and other agencies. Assisting with clients’ financial affairs, including banking, pensions, investments, utilities and benefits. Assisting with Financial Guardianship applications, inventories, management plans and annual accounts. You will have experience working with elderly or vulnerable adults and a sensitive, respectful approach to supporting clients and their families. A social work background and knowledge of the benefits system as it applies to older people would be helpful and/or previous experience as a Paralegal. A driving licence would be advantageous, as the role involves regular client visits. The position is primarily office based in Edinburgh, with regular client visits. We offer a competitive salary reflecting your experience and a working pattern of four or five days per week.
Client Management Executive in Edinburgh employer: Campbell Smith W S LLP
Campbell Smith W S LLP is an attractive employer due to its focus on client welfare and the meaningful impact employees can have on clients' lives. The firm promotes a supportive work culture that encourages professional growth and autonomy. Employees have the opportunity to build relationships with clients and care professionals, enhancing their career experience.
