Case Management Support - Court of Protection

About the Role

As part of our Court of Protection team, you will support our Deputies in managing the financial affairs of clients who are unable to do so themselves. These clients may lack capacity due to injury, illness, or other circumstances, and your work will play a vital role in supporting their independence, wellbeing, and quality of life.

Day to Day Responsibilities

Providing high‑quality, proactive support to the team, your duties will include (but are not limited to):

• Making online purchases on behalf of clients to ensure they have access to essential daily living items, clothing, and personal goods
• Reviewing and managing membership and subscription packages (e.g. gyms, TV services, mobile phone plans) to ensure clients receive appropriate services that support their wellbeing and lifestyle
• Preparing correspondence to third parties, communicating clearly with service providers, authorities, and other organisations on behalf of clients
• Supporting the preparation of annual client reports, ensuring accurate and compliant record‑keeping
• Maintaining in‑house data systems to ensure client information is accurate and up to date
• Supporting payment processes on our banking system to ensure all transactions are handled appropriately
• Organising and coordinating client visits, including preparing documentation and information bundles for Deputies

This is a busy role with deadlines and competing priorities. You will need to work quickly, accurately, and efficiently, while remaining calm under pressure and thinking ahead to meet the needs of both your team and clients.

We are a sociable and friendly team—busy and hardworking but committed to maintaining a healthy work/life balance. We work closely together and typically spend two to three days per week in the Bristol office.

Our working hours are Monday to Friday 9‑5:30.

About You

Previous office or administrative experience is preferred but not essential, as full training will be provided.

This role would suit graduates or individuals looking to begin or transition into an office‑based role within the legal sector. A degree is not required. We are also interested in hearing from individuals who have a keen interest in the development and use of AI.

You will thrive in this role if you enjoy managing your own workload, working to deadlines, and operating with minimal supervision. You will be highly organised, proactive, and adaptable, with a positive can‑do attitude.

We’re looking for someone who takes pride in delivering a first‑class support service—someone who anticipates needs, pays close attention to detail, and approaches their work with professionalism, honesty, and integrity.

You will have strong written and verbal communication skills (including excellent spelling and grammar), be confident using Microsoft Office applications such as Excel and Outlook, and be comfortable learning new systems and databases.

Just as importantly, you will have a caring and empathetic nature. You will see this role as more than just a job, taking your responsibilities to our vulnerable clients seriously, no matter how big or small the task. You will understand that attention to detail is critical when managing people’s lives and finances and be motivated to go the extra mile.

You will be personable, approachable, and have a genuine interest in supporting vulnerable adults and developing your knowledge of Court of Protection work.

Equally important is your attitude and willingness to learn. Training will be provided to support your development and enable you to make a real difference. We are looking for someone who can demonstrate initiative, problem‑solving ability, and a commitment to continuous improvement.