Private Client Solicitor

Job Description:

We are working on a fantastic opportunity for a Solicitor to join the team at a law firm based in Edinburgh. The successful candidate will be newly NQ - 3 years PQE, have experience within private client/trusts, as well as an eagerness to work towards the STEP qualification.

Skills/Experience: NQ – 3 years PQE Previous experience dealing with high-net-worth individuals in a private client environment is desirable Previous experience dealing with trusts A commercial focus in managing workload effectively and efficiently Mindset to exceed team and client expectations Working towards or prepared to start STEP qualifications Excellent interpersonal skills, both written and oral is essential Able to build professional relationships with clients and third parties A high level of accuracy and strong attention to detail Good working knowledge of Microsoft Office applications.

Core Responsibilities: Advise high net worth clients and family business clients (including entrepreneurial clients) on the protection of their assets. Help families to decide on the most appropriate structures for owning assets (trusts, partnerships, family investment companies). Accurately prepare and draft legal documentation and correspondence relating to family and business governance, commercial and corporate issues, asset protection, succession and tax planning, and mediation. Help clients navigate through tax planning issues and work alongside existing tax advisors and accountants. Assist clients to work out a succession plan alongside their Wills and estate planning. Help family business clients to manage business continuity, conflicts or challenging family dynamics and help them to deliver their philanthropic objectives. Proactively manage your own caseload and drive forward work for others within the team. Identify and resolve any problems experienced by our clients in a professional manner. Meet or exceed individual financial targets. Have a good working knowledge of private client law and keep up to date with any developments through events/training. Collaborate with other professionals – accountants/wealth planners/tax advisers/lawyers (as part of trusted adviser teams) to deliver solutions for clients. Actively seek to build your professional network and promote the business to external peers. Prepare articles and blogs for the website and press/professional publications. Build good relationships internally, support senior colleagues and advise colleagues with different specialisms.

Benefits: A highly competitive salary Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16078

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM


  • Location: Edinburgh, Scotland
  • Type: Permanent
  • Recruiter: Core-Asset Consulting Ltd
  • Posted: 25-Apr-2025
  • Posted on: careers4a.com