Associate - Private Client (Older and Vulnerable Persons)

Associate – Private Client (Older and Vulnerable Persons) – Cheltenham – 3-6 Years PQE

Location: Cheltenham

Type of Role: Permanent, Full-time

Salary: £50,000 to £75,000

A highly regarded Private Client team in Cheltenham is seeking an Associate to join its specialist Older and Vulnerable Persons (OVP) group. The team is recognised for its expertise in supporting high net worth individuals and vulnerable clients, including those with brain injuries, dementia, learning disabilities, and mental health conditions.

The Role

You’ll be responsible for managing a varied caseload focused on supporting older and vulnerable individuals, including:

• Meetings with vulnerable clients and their families
• Liaising with carers, care homes, estate agents, and other professionals
• Managing financial affairs, including benefit entitlement and care contributions
• Preparing Court of Protection applications (deputyship, statutory wills, trustee removal, gifting)
• Drafting Wills and Lasting Powers of Attorney
• Reviewing care plans and preparing annual deputy reports
• Attending clients in care and community settings
• Contributing to business development, including networking, articles, and social media
• Supporting the annual OVP conference and mentoring junior team members
• Assisting with Legal 500 and Chambers submissions

Candidate Requirements

• 3-6 years PQE in Court of Protection and private client work
• Experience managing CO(P) 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

Benefits

• Income Protection
• Private Medical Insurance
• Bonus scheme
• Electric vehicle scheme
• International secondments for 0-5 PQE
• Pension Scheme
• 28 days annual leave (plus public holidays)
• Cycle to Work scheme
• Life Assurance
• 1/3 gym membership contribution
• Flu vaccinations
• Sight tests / Glasses discounts
• Perks at Work benefits portal

How to Apply

If this opportunity sounds of interest or you\’d like a confidential conversation about your next career move, please contact:

Email: oliviareed@chadwicknott.co.uk

Phone: 0117 917 1515 / 07711 799761

The firm is an equal opportunities employer and welcomes applications from all qualified candidates. Adjustments to the recruitment process can be made to support individual needs.

At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.