Private Client Lawyer – Inhouse
1-2 years PQE experience required in Private Client. Based in Glasgow or Edinburgh with a hybrid working model. Salary: £40-46k plus outstanding benefits including:
* Pension 13.2%
* Share Plan
* Private Health
* Dental Insurance
* 40 days holiday
Are you ready to transition from a legal firm to an internal business role focused on client wealth management? Our client aims to deliver tailored, timely advice that significantly benefits their clients' financial goals.
We offer a fantastic opportunity for a Private Client Lawyer to join during an exciting period of change. The role involves providing high-quality tax, trust, and succession planning advice, adhering to regulatory standards.
Key responsibilities include:
1. Delivering advice and documentation on wills, powers of attorney, trust deeds, and tax matters, including HMRC filings.
2. Managing client caseloads efficiently and effectively.
3. Communicating with clients and stakeholders to ensure excellent service.
4. Identifying new business opportunities and networking.
5. Engaging in continuous professional development, possibly pursuing or maintaining STEP qualification.
Candidate requirements:
* Member of Law Society of Scotland with relevant experience.
* Possibly training towards or holding a STEP qualification.
* Strong organizational, communication, and time management skills.
* Understanding of regulatory requirements for Private Client Services.
* Proficiency in Microsoft Office.
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