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A leading private client firm in the United Kingdom is seeking an advisor to join their successful team. This role involves providing expert guidance on wills, trusts, and estate planning while offering flexibility in work location. Ideal candidates are passionate about client service and may have STEP qualifications, but all levels are welcome to apply. Enjoy a supportive work environment with a focus on excellence.
Exciting opportunity to join a successful and growing Private Client Team. The team takes great pride in providing exceptional services to their clients and is looking for like-minded individuals. The firm offers flexibility regarding location, and the position can be based in Edinburgh, Glasgow, Elgin, or Inverness.
You will advise clients on all aspects of wills, trusts, executries, adults with incapacity matters, and estate planning, including inheritance and capital gains tax issues. Being STEP qualified is helpful but not essential.
The team welcomes applications from candidates at all levels. You should be confident in meeting clients face-to-face and passionate about providing the highest level of service.
This is a fantastic opportunity to join a firm that offers flexibility and a supportive working environment.