Private Client Solicitor

Core-Asset Consulting Ltd; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

A law firm in Edinburgh seeks a Solicitor with 0-3 years of post-qualification experience to handle private client needs, particularly for high-net-worth individuals. This role involves various responsibilities from asset protection to tax planning and requires excellent interpersonal skills and a keen attention to detail. Candidates should be motivated to pursue STEP qualifications and be proactive in managing their workload.

Benefits

Highly competitive salary

Wider benefits package

Qualifications

• NQ - 3 years PQE required.
• Experience with high-net-worth clients and trusts desired.
• Excellent written and oral interpersonal skills essential.

Responsibilities

• Advise high-net-worth clients on asset protection.
• Prepare legal documentation for governance and tax planning.
• Manage own caseload while meeting financial targets.

Skills

Interpersonal skills

Attention to detail

Commercial focus

Education

NQ - 3 years PQE

STEP qualification (or willingness to pursue)

Tools

Microsoft Office

Job description

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.

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