Overview
The Court of Protection finance team manage the property and financial affairs of vulnerable clients in Torbay under the authority of the Court of Protection and scrutinised by the Office of Public Guardian (regulating body) under the Public Deputy Standards.
To manage a caseload relating to clients’ finances, property and affairs, where they lack the mental capacity to act for themselves. To gain insight into the client to make decisions in their best interests at all times.
Key Responsibilities
* Support the Court of Protection deputy/authorised officer for Torbay with statutory visits to clients in care homes, supporting living placements and in their own homes.
* Assist with protecting a client’s property by ensuring it is secure and properly maintained.
* Write visit reports, sort through financial paperwork and other valuable items, and organise visits accordingly.
* Work within clear policies on General Data Protection Regulation (GDPR), business continuity, banking and money handling.
* Deal with matters that may have a financial impact on the service user, taking responsibility for each individual’s finances in line with their personal needs and circumstances in accordance with the Mental Capacity Act code of practice 5 key principles.
* Ensure clients’ best interests are served at all times.
* Handle payments relating to the service user and address a wide range of client/provider payment queries, which can be contentious and complex.
* Manage your own caseload of circa 50–60 clients, including their individual bank accounts, savings, property and investments.
* Organise your own caseload and daily activity; the work is managed rather than supervised.
* A Court Order gives significant powers and discretion to the deputy and to staff delegated with deputyship responsibilities.
Working Environment
Why Work With Us
* Torbay and South Devon NHS Foundation Trust is an integrated organisation providing acute health care services from Torbay Hospital, community health services and adult social care.
* This post is responsible to the Court of Protection Finance Manager and the Independent Sector Finance Lead who have extensive knowledge and experience in this area.
* The COP Finance team is a small, close-knit team that works hard together to ensure clients receive a professional and courteous service.
* The COP finance team supports a large caseload (circa 300 clients) daily and requires empathy to help find solutions for clients or their representatives to ensure finances are managed in their best interests.
Eligibility & Requirements
Full vacancy details can be found in the attached Job Description/Person Specification. Please refer to your suitability to the post in your supporting information from the role requirements or person specification.
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