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Cheltenham
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Private Client

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.

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
    • Reconciling bank accounts
    • 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.

About Us

Benefits of working with us:
• Private Medical Insurance
• Sight tests / Glasses discounts
• Scottish Widows Pension Scheme
• 27 days annual leave (plus public holidays)
• Bonus scheme
• Electric vehicle scheme
• International secondments for 0-5 PQE
• Happy People / Perks at Work benefits portal
• Cycle to Work scheme
• Life Assurance
• 1/3 gym membership contribution
• Flu vaccinations

 

Is HCR the smart move for you?

HCR suits people who love a challenge and want to work in an environment where careers thrive on the back of hard work and personal merit. Our people enjoy feeling part of something bigger than themselves, and whilst our clients drive our development, it is our people who bring their energy, enthusiasm, and entrepreneurial mindsets together to solve problems and help our clients succeed.

Why HCR people love their jobs

Our people tell us they enjoy working on good quality, interesting matters from a wide variety of our clients, because they get the experience they want to develop their careers. We will give you responsibility early, the mandate to make things happen and we’ll back your good ideas. Our “Passion for People” lives and breathes every day throughout the firm as our peoples’ energy and sense of fun create a warm environment in which to thrive.

What career progression will HCR offer you?

HCR’s growth constantly creates opportunities for people who want to go places and make a difference, your career plan can become part of our growth plan. At HCR you can expect to work with friendly, energetic, ambitious people, who love getting stuck into a client problem, and enjoy celebrating a good outcome. Our people value the sense of community provided by the individual personality of each office and the collegiate approach across all our service and sector teams.

What does HCR believe, achieve and stand for?

As a Times Best Law firm, among the UK Top 60, we provide the full range of services that you would expect to organisations, business leaders and individuals. However, in our mission to give everyone the opportunity to experience a different kind of legal service we take an entrepreneurial approach. We’re flexible and responsive to the needs of our clients, delivering the best outcomes for them. We have more than 800 lawyers and support staff, including more than 150 partners, and have been awarded the Law Society’s Lexcel quality mark in recognition of our compliance and client care standards.

With ten offices in England and Wales our well-established presence stretches from west to east, ensuring clients can access a full-service legal offering no matter where they’re located. We’ve expanded significantly in Birmingham, Cardiff and the Thames Valley, and our merger with Hewitsons resulted in a full service regional hub being established in the heart of the Waterside innovation area centre of Northampton. Our London and Cambridge continue to grow apace.

With solid connections in the communities we work in, and a track record of delivering legal advice to businesses and individuals throughout the areas we base ourselves in, our clients continue to value our approach to providing legal advice, in the way they need, when they need it.

 

As HCR is an equal opportunities employer, we don’t just accept differences, we celebrate them. We want to attract a diverse and ambitious workforce that reflects all backgrounds and skills to create a workplace that is supportive and inclusive, recognises and nurtures talent, and which works together to achieve the best outcome for our clients. We are privileged to be an armed forces-friendly organisation.


We also want you to achieve your absolute best during the recruitment process.  Please let us know of any changes we can make at any point that will help support your application.  If this opportunity sounds of interest to you, please make an application and submit your CV. 

 
A note for recruitment agencies – The HCR Resourcing Team is responsible for recruitment across the firm, and where possible will use direct hiring methods. We do work with a Preferred Supplier List, and where appropriate, we will release vacancies to those agencies who we deem most appropriate to support us. Only those agencies will be invited to submit candidates via our recruitment portal. Any speculative or unsolicited CVs sent to any employee or Partner of HCR will not be considered an introduction, and no fees will be applicable. Furthermore, we retain the right to pursue these candidates without query of ownership

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