Private Client Court of Protection Legal Advisor

Private Client Court of Protection Legal Advisor

Department: Private Client

Employment Type: Full Time

Location: Flexible

Reporting To: Charlotte Cole

Description

We have a unique opportunity to join our specialist Court of Protection and Management of Personal Affairs team within our highly successful Private Client team in our Taunton office. You will play a key role in the team supporting clients whilst also being instrumental in executing our growth strategy. Whilst you will have an existing caseload to work on, you will also have the support for business development and networking.

In addition to your private client expertise, we are looking for a team player who values every member of the team and wider firm and their contribution to the success of Porter Dodson. We have a unique offering at PD where we have the benefit of being a larger firm but pride ourselves on having maintained the flexibility, collaborative nature and welcoming environment of a smaller firm.

Key Responsibilities

• Independently manage a caseload of Property & Affairs matters, handling day-to-day tasks and decisions.
• Prepare and submit applications to the Court of Protection, such as for a deputy appointment or a Statutory Will.
• Liaise with the individual, their family, deputies, and the Office of the Public Guardian (OPG).
• Manage a client's bank accounts, investments, and benefits, which can include making regular payments, creating budgets, and liaising with banks and utility companies.
• Draft documents like witness statements and court applications.
• Represent the deputy or client at Court of Protection hearings.
• Supervise junior members of the team, including legal assistants and paralegals.
• Investigate any suspicions of financial abuse.

Skills, Knowledge and Expertise

Joining our reputable private client department, this role would best suit someone who is ambitious, pro-active, and enthusiastic, with excellent interpersonal skills. Ideally you will have some exposure to private client work already and a compassionate and considered approach with the ability to engage with people at all levels. We believe this role would best suit someone at around Associate level or comparable Legal Advisor experience, but welcome applications from those who feel they meet the criteria.

Porter Dodson can offer a tailored approach to your career path where you can really make it your own. This role is an excellent platform for you to continue to build on your success in an environment where your expertise is valued.

Benefits

• Flexible Working
• 25-30 days holiday, plus Bank Holidays
• Extra Day of Holiday for your Birthday
• Buy/Sell holiday option
• Private Healthcare
• Pension Scheme(s)
• Life Assurance
• Eye Tests
• Flu Jabs
• Corporate Gym Membership Discounts
• Legal Support
• Opportunities to get involved with charity fundraising, sports teams and office socials

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