ABOUT THE ROLE

An exciting opportunity has arisen for an Associate 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.

ABOUT THE ROLE

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:
• Reviewing benefit entitlement
• Assessing financial resources
• Assessing care contributions
• Researching products and services the individual may require
• Attending clients both in care and in the community
• Reviewing care plans
• Preparing annual deputy reports
• Preparing Court of Protection applications including deputyship (financial and welfare), statutory wills, trustee removal and gifting.
• Preparing Wills and Lasting Powers of Attorney

Other general responsibilities may include:

• Contribution to business development initiatives, such as networking events, preparing articles, website content and social media posts.
• Contribution to annual OVP conference organisation and delivery.
• Supervision, mentoring and support for paralegals of the team.
• Supporting with Legal 500 and Chambers submissions, event and awards applications and submissions.