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An exciting opportunity to join a successful Private Client Team in the United Kingdom, offering flexible remote work options. This role involves advising clients on wills, trusts, and estate planning, ensuring the highest level of service. The firm values a supportive environment and welcomes candidates at all levels, making it an ideal place for those passionate about client service. If you're looking to grow in a flexible setting while making a real impact, this position is perfect for you.
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remote, gb, United Kingdom
Customer Service
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Yes
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520592569f02
9
26.04.2025
10.06.2025
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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 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.