About The Role
An exciting opportunity has arisen for a Solicitor to join our Private Client team in Cheltenham. The team is highly rated in both Chambers and Legal 500 and has a range of experience acting for high net worth clients.
The role sits within our specialist Older and Vulnerable Persons (OVP) team. The OVP is a team of lawyers with the expertise and understanding to support and advise older and vulnerable individuals, their families and carers on a range of legal issues. This will involve working with individuals with a range of vulnerabilities, including brain injuries, dementia, learning disabilities and mental health issues.
Day-to-day responsibilities and tasks include:
* Meetings with vulnerable clients
* Liaising with carers, care homes, estate agents and other professionals
* Day-to-day management of financial affairs for vulnerable clients, such as:
o Reviewing benefit entitlement
o Assessing financial resources
o Assessing care contributions
o Researching products and services the individual may require
o Attending clients both in care and in the community
o Reviewing care plans
o Reconciling bank accounts
o Preparing annual deputy reports
* Preparing Court of Protection applications including deputyship, statutory wills, trustee removal and gifting.
* Preparing Wills and Lasting Powers of Attorney
* Undertaking legal research and presenting results in an accurate and timely manner
The successful candidate will be involved in some business development initiatives, including attending networking events (internal and external) and preparing articles, website content and social media posts.
Previous experience of Court of Protection management will be an advantage, but is not essential as training will be provided.
About You
The successful candidate will:
* Have a passion for supporting and protecting vulnerable adults
* Be able to work as part of a team, offering support to peers where required
* Have good communication skills, adapting communication skills to suit the audience
* Have excellent organisational skills with good attention to detail
* Be able to deal with sensitive issues and scenarios with empathy and professionalism
* Have a Private Client background (or similar), and be an NQ – 2PQE
* Be capable of managing a varied workload - prioritising, delegating and diarising tasks
* Be willing to contribute to networking and marketing initiatives
* Have a willingness to learn new skills and processes
* Show initiative through active case management.
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