Place of Work: Edinburgh or Glasgow, City Centre
We are open to this role being based out of our Edinburgh or Glasgow office with hybrid working offered.
* Handling a caseload with support.
* Managing variedPrivate Client case load – Estate Planning, Trust Management and Executry files
* E xposure to Inheritance Tax, Capital Gains tax and Income tax
* Meeting clients both in person and on the phone and video calls
* Working cases alongside other fee-earners and administrators
* Reporting to the responsible Associate & Partner, while collaborating together in the growth and development of the team
* Referring other work to other departments within the firm where suitable/ required
* Actively participate in business development opportunities and support our Partners to continuously drive forward business opportunities
* A “can do” attitude
* Annual Company Day Out and Quarterly team nights/days out
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