Job Description
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Campbell Smith LLP supports clients and their families with private client, property and welfare matters. We are seeking a compassionate and organised Client Welfare Manager to join our team in Edinburgh, providing sensitive, practical support through important life events, care decisions and financial management matters.
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The role
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Working closely with our private client and conveyancing teams, you will manage a varied workload with a high degree of autonomy. You will build relationships with clients, their families and care professionals, helping clients navigate their options and manage their affairs.
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Your responsibilities will include:
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- Meeting clients and families to discuss care options, benefits, residential care and welfare matters.
- Providing guidance on the operation and activation of Powers of Attorney.
- Supporting clients for whom the firm acts under a Power of Attorney, including visiting them at home, in hospital and in care settings.
- Liaising with family members, care providers, social work departments, financial advisers and other agencies.
- Assisting with clients’ financial affairs, including banking, pensions, investments, utilities and benefits.
- Assisting with Financial Guardianship applications, inventories, management plans and annual accounts.
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About you:
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You will have experience working with elderly or vulnerable adults and a sensitive, respectful approach to supporting clients and their families.
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A social work background and knowledge of the benefits system as it applies to older people would be helpful.
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Previous experience as a Paralegal and knowledge of the current welfare system would be advantageous.
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You will also bring:
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- Strong organisational and communication skills.
- The ability to work independently and collaboratively.
- Confidence dealing with clients, families and care professionals.
- Good IT skills.
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A driving licence would be advantageous, as the role involves regular client visits.
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What we offer;
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This is an opportunity to undertake rewarding and varied work, making a meaningful contribution to the welfare of vulnerable clients.
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The position is primarily office based in Edinburgh, with regular client visits.
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We offer a competitive salary reflecting your experience and a working pattern of four or five days per week. Alternative working arrangements can be discussed.
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To apply, please submit your CV and a covering letter outlining your relevant experience.
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