Private Client – Edinburgh/Glasgow

Frasia Wright Associates; City of Edinburgh; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Frasia Wright Associates is seeking a Lawyer to join its busy Private Client Team in Edinburgh or Glasgow. You will provide professional advice on wills, powers of attorney, testamentary trust plans and family protection trusts, handling estate planning and executry matters.

The successful candidate will typically have 1–3 years’ PQE in private client and an interest or experience in estate planning. Hybrid working is available, with a supportive team and opportunities for growth.

Qualifications

• 1–3 years’ PQE in private client experience.
• Experience with wills, powers of attorney, testamentary trusts and family protection planning.
• Hybrid working option available.

Responsibilities

• Manage a varied Private Client caseload including estate planning, trust management and executry files.
• Gain exposure to Inheritance Tax, Capital Gains Tax and Income Tax.
• Work on cases alongside fee-earners and administrators; report to Associate and Partner while supporting team growth.
• Refer work to other departments where appropriate; support Partners in pursuing new opportunities.

Skills

Private client experience

Wills & estate planning

Tax awareness

Job description

This full-service law firm, which also functions as estate agents, is currently seeking a Lawyer to join its busy Private Client Team in Edinburgh or Glasgow. The purpose of the role is to provide professional advice to a variety of clients on all aspects of private client matters including wills, powers of attorney, testamentary trust plans, and family protection trusts.

Key responsibilities will include:

Managing a varied Private Client caseload, including estate planning, trust management and executry files

Gaining exposure to Inheritance Tax, Capital Gains Tax and Income Tax

Working on cases alongside fee-earners and administrators

Reporting to the Associate and Partner while supporting team growth and development

Referring work to other departments where appropriate

Supporting business development and assisting Partners in pursuing new opportunities

The team is keen to hear from candidates with 1-3 years’ PQE with experience in a private client team or firm and specific skills or an interest in estate planning. Previous experience of handling sensitive and complex cases is desirable. Hybrid working is also available.