Deputyship Case Manager/Visiting Officer
Deputyship Case Manager / Visiting Officer
County Hall, Chelmsford
£22,700 - £25,000 per annum
Permanent, full time, 37 hours per week
Essex Legal Services ("ELS") is the award winning in-house legal service of Essex County Council, one of the largest local authorities in the country. Its innovative vision has led to ELS being at the forefront of developing shared legal services and proactively disseminating its expertise and experience with a wide range of public bodies.
Based in Chelmsford, we are looking for a Case Manager to join our existing appointee and deputy team.
As a Case Manager you will participate in the provision of a professional property and financial affairs deputyship service to vulnerable adults. As a deputy, you're responsible for helping someone make decisions or making decisions on their behalf about all aspects of their property and personal finances.
A Case Manager/Paralegal is responsible for the delivery of all aspects of routine legal and casework within the team. The key responsibilities include:
* To manage all aspects of a general client caseload;
* To have regard to the Mental Capacity Act 2005 Code of Practice and to apply the principles of the Act when acting on behalf of a client;
* You will act with due care, skill and diligence, as you would do in making your own decisions and conducting your own affairs;
* You will work with the clients and their network of support to achieve the best quality of life for him or her from their available funds;
* Gather information and evidence to make the final decision on all aspects of the person's financial affairs;
* Claim, collect and administer all benefits and other income to which they are entitled;
* Maintain and protect the property of a service user and if necessary arrange and oversee the sale of property;
* Manage the personal accounts of the service user and ensure completion of the individual's tax affairs;
* Prepare and complete reports on individual service users for the Court of Protection;
* Analyse available information from the service user in order to trace all a person's accounts, investments, debts and assets;
* Contribute to the development and implementation of policy, practice, procedures and guidelines for the Deputyship Team, to enhance its development across the county.
* To reconcile service users accounts
* To investigate queries on the accounts
* To record actions and outcomes on the client's file
* To verify and pay service users bills
* To communicate with vulnerable service users and have an appreciation of their needs
* To communicate with utility companies, creditors and debtors on behalf of a
* service user
* To prepare breakdowns of income and expenditure for reports and decisions
Knowledge, skills and experience
* Relevant professional qualifications or equivalent level of experience; for example, but not limited to, legal qualification such as law degree, legal executive examinations, or equivalent by experience;
* Successful experience of managing your own client caseload;
* Excellent communication skills;
* Excellent customer service skills;
* Good level of Welfare Benefits knowledge and attendance at training by recognized organisations in the last two years;
* Good level of knowledge of The Mental Capacity Act 2005, and attendance at training by recognized organizations in the past 18 months;
* Good understanding of charging for social care policies;
* Experience of recording clear, precise and accurate notes, decisions and reports;
* Good experience of managing one's own time;
* Experience of working in constructive partnerships with other agencies;
* Experience of formal letter writing.
* Driving licence & use of own transport desirable
* An understanding of appointeeship and deputyship legislative framework.
* Knowledge of accountancy practices in relation to managing the financial affairs of vulnerable adults and related functions.
* Experience of dealing with service users finances, receipting and making payments
* The ability to reconcile accounts
* The ability to identify and investigate anomalies on accounts.
* The ability to work with an attention to detail.
* Ability to ensure that records are kept up to date and are accurate.
* The ability to work independently and as part of a team.
* The ability to prioritise conflicting demands and to work effectively under pressure to meet deadlines.
* To prioritise work and adapt to changes as necessary within a working day.
* Experience of using financial software packages and other related software.
* The ability to use modern office technology (MS Word, Excel and Outlook)
* A customer centred approach when dealing with service users.
Working for Essex welcome applications from all suitably qualified people regardless of gender, race, disability, age or sexual orientation.
Working for Essex is a trading name of Capita Resourcing Ltd. Services offered are those of an Employment Agency and Employment Business. Applicants will be required to register with us.