Overview
Stone King is looking for a dedicated professional to join our Trusts and Estates Team based in Bath. This hybrid role will support vulnerable individuals with their financial affairs, working alongside a wider estate planning and probate team. Applicants will be expected to travel frequently to visit clients and operate primarily from our office.
Responsibilities
* Coordinating and attending client meetings, ensuring clear communication and effective support for clients and their families.
* Drafting and submitting applications to the Court of Protection in a timely and accurate manner.
* Managing a variety of Court of Protection processes, including the preparation of annual returns, submission of applications, and arrangement of bond payments.
* Preparing detailed cost assessments in compliance with relevant regulations and standards.
* Assisting with funding applications, including those for social services care funding and welfare benefits to ensure clients receive appropriate financial support.
* Maintaining accurate and up-to-date reconciled financial records for individual clients.
* Conducting regular welfare checks for clients, either directly or by engaging qualified third‑party professionals.
* Providing practical day‑to‑day assistance to promote client independence, such as:
o Organising house clearances and relocation logistics.
o Supporting clients with transitions into care arrangements.
o Managing utility accounts, financial matters, and coordinating property maintenance services.
o Arranging property and asset valuations to assist with the sale of property.
Essential Requirements
* Experience working with vulnerable individuals.
* Working knowledge of the Mental Capacity Act 2005.
* Ability to travel to and from our offices and to clients.
* Positive, proactive and caring attitude to working with vulnerable clients.
* Strong organisational and time management skills, with the ability to prioritise tasks and meet deadlines.
* Self‑motivated and proactive, with the ability to work independently as well as collaboratively within a team.
* Empathetic and client‑focused approach, with a genuine commitment to supporting vulnerable individuals.
* Proficient in Microsoft Office (Word, Outlook) and ability to learn new systems.
Desirable
* Previous experience working within the Court of Protection or a related legal or social care setting.
* Experience of safeguarding procedures relating to vulnerable adults and children.
* Understanding of social services, social care provision, and welfare benefits.
* Background in adult social care.
Personal Attributes
* Strong stakeholder engagement skills and confidence to challenge constructively and offer alternative approaches.
* Solutions focused approach with drive to improve processes and outcomes.
* Strong organisation skills, taking full ownership of tasks and ensuring delivery within agreed deadlines.
* Excellent written and verbal communication skills, with the ability to convey ideas and influence decision‑making effectively.
* Adaptable approach in managing workload and supporting others.
* Ability to work collaboratively and team‑first attitude.
Diversity, Equity, and Inclusion
Individual differences are embraced at Stone King, and we strive to create an environment in which people feel supported and able to be themselves. We are committed to promoting an inclusive working environment that supports the growth and development for all. We are proud to be signatories of the Mindful Business Charter, the Race Fairness Commitment, and the Age Friendly Employer Pledge, and we are a Disability Confident Employer.
Benefits
* Competitive salary
* Profit Share Scheme
* Cycle to work scheme
* Private Medical Insurance
* Life assurance (4 x salary)
* Pension scheme
* 28 days holiday (in addition to statutory UK holidays)
* Additional day allocated for CSR activities per annum
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