At a Glance
- Tasks: Manage financial affairs for vulnerable individuals and support their needs.
- Company: Join a supportive team in a reputable organisation focused on making a difference.
- Benefits: Gain valuable experience, competitive pay, and opportunities for personal growth.
- Other info: Work in a dynamic environment with a focus on client welfare.
- Why this job: Make a real impact in people's lives while developing essential skills.
- Qualifications: Caring nature, good numeracy skills, and knowledge of Microsoft Excel required.
The predicted salary is between 30000 - 40000 € per year.
About the Role
We are currently looking for a Case Manager to join our Court of Protection team in our Bristol office. This is a great opportunity to join a successful and supportive team, in a role you can have a genuine positive impact on the individuals you are working with.
Day to Day Responsibilities
- You will be responsible (under supervision) for managing the financial affairs of vulnerable people, in particular, those with limited mental capacity.
- Regular duties will include but are not limited to:
- Being the main point of contact for clients / third parties.
- Complete monthly cabinet check exercise.
- Raising CW bills as appropriate.
- Reviewing care funding position and completing financial assessments, making funding applications as/when required.
- Managing funding where applicable including direct payments.
- Completion of necessary checklists and reviews (Initial Appointment, New Admin Year, Monthly, Property sale / purchase, Moving home, Deceased).
- Complete annual Benefit Reviews making new claims as/when required.
- Updating DWP of relevant changes as appropriate.
- Arranging necessary Insurance Obtaining Quotes.
- Checking OPG reports and referring as required.
- Dealing with Post Managing emails received via COP email inbox.
- Finalising annual visit checklist and undertaking the annual deputy visit (where appropriate).
- Arranging and preparing for annual IFA meetings.
- Managing employment of carers including monthly payroll arrangements.
- Managing receipt of Periodical payments including evidencing proof of life.
- Authorising payments on HSBC.net Deputy Accounts / Reconciliation.
- Draft Best Interest Decisions (for deputy approval).
It is an integral part of this role that you comply with information security and all firm policies and procedures.
What Makes You Right for This Role
It requires a caring nature, seeing this role as more than a ‘job,’ taking your responsibilities to our vulnerable clients very seriously, whether the task is big or small. When it comes to individuals’ lives, every detail matters, so you will be someone who considers the wider implications of what you do, and who likes to go the extra mile. You will have good numeracy skills to help with the financial management and record keeping, and a competent knowledge of Microsoft Excel. You will understand the importance of financial budgeting and sustainability and your role in managing client budgets.
Relevant Knowledge and Rules
You are expected to be aware of relevant rules and regulations including but not limited to: OPG professional deputyship standards, Mental Capacity Act 2010, Court of Protection Rules and associated practice directions.
Case Manager (Court of Protection) employer: Clarke Willmott
Join our Bristol office as a Case Manager in the Court of Protection team, where you will be part of a compassionate and dedicated environment that prioritises the well-being of vulnerable individuals. We offer a supportive work culture that encourages professional growth and development, alongside competitive benefits that enhance your work-life balance. With a focus on making a meaningful impact, this role provides the opportunity to engage deeply with clients and contribute positively to their financial management and overall quality of life.
StudySmarter Expert Advice🤫
We think this is how you could land Case Manager (Court of Protection)
✨Tip Number 1
Network like a pro! Reach out to people in the Court of Protection field, attend relevant events, and connect with professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Case Manager role.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. We want you to show how your caring nature aligns with their mission. Think about examples from your past experiences that demonstrate your commitment to supporting vulnerable clients.
✨Tip Number 3
Practice your interview skills with a friend or mentor. We can’t stress enough how important it is to articulate your thoughts clearly and confidently. Mock interviews can help you feel more at ease when it’s time to shine in front of the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform. Let’s get you that Case Manager position!
We think you need these skills to ace Case Manager (Court of Protection)
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Case Manager role. Highlight your experience with vulnerable individuals and any relevant financial management skills. We want to see how you can make a positive impact!
Show Your Caring Nature:In your application, let us know why you’re passionate about supporting vulnerable clients. Share examples of how you've gone the extra mile in previous roles. We value a caring attitude just as much as skills!
Be Detail-Oriented:Since every detail matters in this role, ensure your application is free from errors. Double-check your documents for clarity and professionalism. We appreciate candidates who pay attention to the little things!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Clarke Willmott
✨Know Your Stuff
Make sure you brush up on the Mental Capacity Act 2010 and Court of Protection Rules. Being able to discuss these topics confidently will show that you're serious about the role and understand the responsibilities involved.
✨Show Your Caring Side
This role is all about making a positive impact on vulnerable individuals. Be prepared to share examples from your past experiences where you've gone the extra mile for someone in need. This will highlight your caring nature and commitment to the role.
✨Get Familiar with Financial Management
Since you'll be managing financial affairs, it’s crucial to demonstrate your numeracy skills. Bring along examples of how you've handled budgets or financial assessments in previous roles, and be ready to discuss your experience with tools like Microsoft Excel.
✨Ask Thoughtful Questions
Prepare some insightful questions about the team dynamics and the specific challenges faced by the Court of Protection team. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.
