Stone King
Bath, Somerset
About us Stone King is an ambitious and purpose-driven firm specialising in the Business & Social Enterprise, Charity, Education, Public Faith and Private Client sectors. Our collaborative culture and core values are intertwined with our ethos of doing the right thing by our clients, communities, and our people. Our passion for the sectors we work in and the purpose-driven work we do with our clients has resulted in SK being recognised as national leaders in our specialist fields across the country. The opportunity This is a fantastic opportunity for an individual looking to progress their career to join Stone King's highly respected Trusts and Estates Team. Under supervision, you will assist with the management of a caseload of supporting vulnerable individuals with their financial affairs. Such clients will often have mental capacity or mental health challenges and we are usually acting where partners in the business are appointed as attorney or deputy for clients, or where we are supporting lay attorneys or deputies. You will be part of a wider team which advises individuals in relation to estate planning and wills and probate. Although the role will be based from our Bath office and we do offer some hybrid working, there is an expectation that you will be in the office the majority of your working week, with travel expected to visit clients. Reasons to apply Make a Real Difference - Be part of a team that directly supports individuals and their families during some of the most challenging times in their lives. Your work will have a meaningful and lasting impact. Grow in a Environment - Learn from experienced colleagues and develop your skills under the guidance of our Care Planning Support Team Lead. We are committed to your personal and professional development. Be part of an ambitious, collaborative and purpose driven firm where our culture and values are at the heart of everything we do. We believe our people are our greatest asset and strive to create the best place to work. Excellent benefits for our people, with a focus on wellbeing and development at the forefront. As proud signatories of the Mindful Business Charter, we are committed to supporting mental health and wellbeing. Key Responsibilities General duties include, but are not limited to: 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, which may include: Organising house clearances and relocation logistics Supporting clients with transitions into care arrangements Managing utility accounts, financial matters, and coordinating property maintenance services Arranging property and asset valuations to assist with the sale of property Essential Experience of working with vulnerable individuals. Working knowledge of the Mental Capacity Act 2005. This role requires travel to and from our offices and to clients. As such, the ability to travel is essential to fulfil the responsibilities of the role. A 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 of working within the Court of Protection or a related legal or social care setting is desirable. Experience of safeguarding procedures relating to vulnerable adults and children. An understanding of social services, social care provision, and welfare benefits. A background in adult social care would be desirable for this position. 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. Stone King LLP is committed to offering an interview to any job applicant that declares they have a disability and meets the minimum criteria for the role as defined by the job description and person specification. A full copy of the person specification and job description can be provided by contacting our Recruitment team. In some recruitment situations such as high peak times, we might need to limit the overall numbers of interviews we offer. This will include the number of interviews offered to disabled people who meet the minimum criteria. When that happens, we'll still aim to offer a proportionate number of interviews to disabled applicants. We aim to make our recruitment process as inclusive as possible and will make reasonable adjustments where needed. To discuss adjustments or request information in an alternative format, please contact our recruitment team at or . Stone King LLP is an equal opportunities employer. We are committed to ensuring equality of opportunity by encouraging all our staff to achieve their full potential and guaranteeing that all employment decisions are taken without reference to irrelevant information or discriminatory practices. 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 Closing date: 23 January 2026 Adverts normally close at midday on the closing date, however vacancies may close early if sufficient applications have been received. Therefore we would encourage you to submit your application as soon as possible. Recruitment agencies - please do not send us unsolicited CVs. If you do so, we reserve the right to contact the candidate directly and your T&Cs will not apply.
About us Stone King is an ambitious and purpose-driven firm specialising in the Business & Social Enterprise, Charity, Education, Public Faith and Private Client sectors. Our collaborative culture and core values are intertwined with our ethos of doing the right thing by our clients, communities, and our people. Our passion for the sectors we work in and the purpose-driven work we do with our clients has resulted in SK being recognised as national leaders in our specialist fields across the country. The opportunity This is a fantastic opportunity for an individual looking to progress their career to join Stone King's highly respected Trusts and Estates Team. Under supervision, you will assist with the management of a caseload of supporting vulnerable individuals with their financial affairs. Such clients will often have mental capacity or mental health challenges and we are usually acting where partners in the business are appointed as attorney or deputy for clients, or where we are supporting lay attorneys or deputies. You will be part of a wider team which advises individuals in relation to estate planning and wills and probate. Although the role will be based from our Bath office and we do offer some hybrid working, there is an expectation that you will be in the office the majority of your working week, with travel expected to visit clients. Reasons to apply Make a Real Difference - Be part of a team that directly supports individuals and their families during some of the most challenging times in their lives. Your work will have a meaningful and lasting impact. Grow in a Environment - Learn from experienced colleagues and develop your skills under the guidance of our Care Planning Support Team Lead. We are committed to your personal and professional development. Be part of an ambitious, collaborative and purpose driven firm where our culture and values are at the heart of everything we do. We believe our people are our greatest asset and strive to create the best place to work. Excellent benefits for our people, with a focus on wellbeing and development at the forefront. As proud signatories of the Mindful Business Charter, we are committed to supporting mental health and wellbeing. Key Responsibilities General duties include, but are not limited to: 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, which may include: Organising house clearances and relocation logistics Supporting clients with transitions into care arrangements Managing utility accounts, financial matters, and coordinating property maintenance services Arranging property and asset valuations to assist with the sale of property Essential Experience of working with vulnerable individuals. Working knowledge of the Mental Capacity Act 2005. This role requires travel to and from our offices and to clients. As such, the ability to travel is essential to fulfil the responsibilities of the role. A 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 of working within the Court of Protection or a related legal or social care setting is desirable. Experience of safeguarding procedures relating to vulnerable adults and children. An understanding of social services, social care provision, and welfare benefits. A background in adult social care would be desirable for this position. 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. Stone King LLP is committed to offering an interview to any job applicant that declares they have a disability and meets the minimum criteria for the role as defined by the job description and person specification. A full copy of the person specification and job description can be provided by contacting our Recruitment team. In some recruitment situations such as high peak times, we might need to limit the overall numbers of interviews we offer. This will include the number of interviews offered to disabled people who meet the minimum criteria. When that happens, we'll still aim to offer a proportionate number of interviews to disabled applicants. We aim to make our recruitment process as inclusive as possible and will make reasonable adjustments where needed. To discuss adjustments or request information in an alternative format, please contact our recruitment team at or . Stone King LLP is an equal opportunities employer. We are committed to ensuring equality of opportunity by encouraging all our staff to achieve their full potential and guaranteeing that all employment decisions are taken without reference to irrelevant information or discriminatory practices. 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 Closing date: 23 January 2026 Adverts normally close at midday on the closing date, however vacancies may close early if sufficient applications have been received. Therefore we would encourage you to submit your application as soon as possible. Recruitment agencies - please do not send us unsolicited CVs. If you do so, we reserve the right to contact the candidate directly and your T&Cs will not apply.