CoP Client Reporting Officer (5845)

We’re a national law firm with a local reach. Our legal experts are here for you. Whether it’s personal or business, we understand that everyone’s situation is different. But we’re more than just a law firm – we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Working here you’ll feel a part of our friendly and inclusive environment. We’ll value you for who you are and what you bring. We support each other and push boundaries to achieve incredible things and make a real difference to our clients and communities.

The Court of Protection is the judicial body responsible for making decisions relating to the management of finances and other affairs of those individuals who lack the mental capacity to do so themselves. As one of the UK’s leading firms of solicitors, we have a dedicated and experienced team who specialise in all matters relating to the Court of Protection. We help clients who are responsible for managing someone else’s affairs, those who are concerned about the ability of someone else to manage their own affairs or another person’s affairs and clients who may be concerned about their own ability to manage their affairs.

As a CoP Client Reporting Officer, you will play a crucial role in supporting our solicitors by managing and delivering accurate financial accounting services. Your work will be essential in helping us maintain the high standards of care and support that our clients depend on.

• Prepare detailed and accurate Income & Expenditure breakdowns for the Personal Injury and Special Damages teams to use as part of litigation claims for Court of Protection clients.
• Prepare Annual Deputyship Review reports and analysis to enable Directors to discuss with our clients, their families, and investment managers.
• Produce bespoke, matter‑specific financial reporting and analysis for local Councils to evidence spending on care and secure key funding for vulnerable clients.
• Identify and absorb non‑chargeable time (or non‑recoverable chargeable time) from fee earners using specialist CoP knowledge and financial/reporting expertise to maximize the department’s financial delivery.
• Collaborate with legal teams to ensure seamless integration of financial and legal aspects of client cases.
• Provide matter‑specific income and expenditure information and communicate directly with clients and their representatives.
• Collect, organise, and maintain all necessary evidence and documentation related to ongoing litigation claims associated with Court of Protection matters to support disclosure and maximize recovery of costs for clients.
• Maintain accurate workload records to ensure the team meets deadlines successfully.
• Support ad‑hoc and often urgent financial processes across the team.
• Manipulate exports from multiple data sources to facilitate key bank reconciliation processes, including monitoring.
• Amalgamate information about upcoming annual review meetings to update Partners and Associates on the status of financial preparation.
• Take a key role in the continual improvement of processes and systems.
• Own and support solicitors with financial queries from clients, Councils, and Regulators, assisting with breakdowns.
• Ensure internal and regulatory changes are successfully implemented across the department to reduce negligence and compliance risks.

About You

• Strong attention to detail and accuracy.
• Excellent organisational and time management skills.
• Ability to work within a team.
• Proficiency in financial software and Microsoft Office Suite.
• Strong communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Understanding of the Court of Protection and its functions is an advantage.

We’re proud of our values, and we’re looking for people who share them:

• To be pioneering with an imaginative outlook.
• To be approachable and caring.
• To be tenacious in the pursuit of our objectives.
• To be efficient in the provision of our services.
• To work with a foundation of integrity.

If this sounds like you, we’d love to receive your application.

Our Benefits - What We Can Offer You:

• 25 days holidays as standard plus bank holidays - You can ‘buy’ up to 35hrs of extra holiday too.
• Generous and flexible pension schemes.
• Volunteering days – Two days of volunteering every year for a cause of your choice (fully paid).
• Westfield Health membership, offering refunds on medical services alongside our Aviva Digital GP services.
• We also offer a wide range of well‑being initiatives to encourage positive mental health both in and out of the workplace and to make sure you’re fully supported.
• This includes our Flexible by Choice programme which gives our colleagues more choice over a hybrid way of working subject to role, team and client requirements.
• We have been ranked in the Best Workplaces for Wellbeing for Large Organisations for 2024!
• Our responsible business programmes are fundamental to who we are and our purpose. We’re committed to being a diverse and inclusive workplace where our colleagues can flourish, and we have established a number of inclusion network groups across our business to support this aim.
• Our commitment to Social Responsibility, community investment activity and tackling climate change is a fundamental part of who we are. It’s made up of four strands: Our People, Our Community, Our Environment and Our Pro Bono.

As part of the Irwin Mitchell Group’s on‑boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, colleagues, clients, partners and other stakeholders. We carry out pre employment screening to establish your eligibility to work in the UK, criminal record and financial checks with our trusted 3rd parties. The employment screening process will fully comply with Data Protection and other applicable laws. Irwin Mitchell LLP is an equal opportunity employer.