Job Description

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 an exciting opportunity for a Care Planning and Support Adviser to join our collaborative, friendly, and highly regarded Trusts and Estates team.


You will report to the Care Planning Support Team Lead and under their supervision 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 Supportive 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

Requirements

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.

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 have a partner-led Diversity, Equity and Inclusion Strategy Group, and a dedicated DE&I Adviser. We are committed to promoting an inclusive working environment that supports the growth and development of all our people, and we welcome applications from candidates of all backgrounds and identities. As part of our continued commitment to an inclusive working environment, we are proud to be part of the Race Fairness Commitment, the Age Friendly Employer Pledge and a Disability Confident Employer.


Stone King are signatories of the Mindful Business Charter as part of our commitment to mental health and wellbeing. We want to support all of our people in achieving a healthy work/ life balance and would be happy to speak with prospective candidates about flexible working arrangements.


As part of our commitment to DE&I, we want our recruitment practices to be as inclusive as possible, which means we will make reasonable adjustments to help you perform to your best, so please let us know if you need us to make any reasonable adjustments during the application or interview process. Our recruitment team are on hand to discuss any reasonable adjustments with candidates and can provide full job details and applications in alternative formats if required. You can contact our recruitment team via email at Recruitment@stoneking.co.uk or 01225 326770.


As 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.

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

Closing date: 25 July 2025

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.


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.

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.


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