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An exciting opportunity to join a growing Private Client Team, advising clients on wills, trusts, and estate planning with flexibility in location. Candidates at all levels are encouraged to apply, with a focus on delivering exceptional client service within a supportive environment.
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 is flexible on 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 is open to 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 be part of a firm offering flexibility and a supportive working environment.