Associate - Private Client (Older and Vulnerable Persons)

Overview

In this role you will support a specialist Older and Vulnerable Persons team in Cheltenham, handling private client matters for vulnerable clients and high‑net‑worth individuals. You will manage a varied COP-focused caseload, draft wills and LPAs, and oversee deputyship and attorneyship work, while expanding the team’s profile through BD activities. You will work closely with families, carers, and professionals to ensure sensitive, compliant service. This is a chance to shape care planning, governance, and annual reporting for vulnerable adults within a supportive, growth‑minded firm.

Pay / Benefits

• Income protection
• Private medical insurance
• Bonus scheme
• Electric vehicle scheme
• Pension scheme
• 28 days annual leave (plus public holidays)

Responsibilities

• Manage COP/deputyship and private client caseload for older and vulnerable clients
• Meet with vulnerable clients and families; liaise with carers, care homes, and 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
• A 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
• A passion for supporting vulnerable adults
• Willingness to contribute to marketing and business development

• Excellent communication
• Interpersonal skills
• Empathy
• Court of Protection
• Deputyship
• Attorneyship

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