Accounting & Finance

Associate - Private Client (Older and Vulnerable Persons)

Chadwick Nott

Cheltenham · Gloucestershire · United Kingdom

Overview

In this role you will join the Cheltenham private client team focused on older and vulnerable individuals. You will handle a varied caseload across Court of Protection work, wills and lasting powers of attorney, and deputyship matters, while collaborating with carers, care homes and professionals. You’ll contribute to business development and support the OVP conference, mentoring juniors and supporting submissions. This position blends compassionate client care with professional leadership in sensitive scenarios, offering meaningful impact for vulnerable clients.

Pay / Benefits
  • Income Protection
  • Private Medical Insurance
  • Bonus scheme
  • Pension Scheme
  • 28 days annual leave
  • Cycle to Work scheme
Responsibilities
  • Meet with vulnerable clients and their families to understand needs
  • Liaise with carers, care homes, estate agents and other professionals
  • Manage financial affairs, including benefit entitlement and care contributions
  • Prepare Court of Protection applications (deputyship, statutory wills, trustee removal, gifting)
  • Draft Wills and Lasting Powers of Attorney
  • Review care plans and prepare annual deputy reports
  • Attend clients in care and community settings
  • Contribute to business development, including networking, articles and social media
  • Support the annual OVP conference and mentor junior team members
  • Assist with Legal 500 and Chambers submissions
Key requirements
  • 3-6 years PQE in Court of Protection and private client work
  • Experience managing COP Deputyship and Attorneyship files
  • Strong understanding of the Mental Capacity Act 2005 and Care Act 2014
  • Excellent communication and interpersonal skills
  • Empathy and professionalism in sensitive scenarios
  • Strong organisational skills and attention to detail
  • Leadership qualities and a proactive mindset
  • Passion for supporting vulnerable adults
  • Willingness to contribute to marketing and business development
  • Empathy
  • Excellent communication
  • Interpersonal skills
  • Court of Protection
  • Deputyship and Attorneyship management
  • Wills and Lasting Powers of Attorney

Reference: WJ-747_31194546

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