Senior Private Client Associate – Flexible Hours & Benefits

Frasia Wright Associates; Dundee; On-site; GBP 60,000 - 80,000; Full time

Job summary

Frasia Wright Associates in Dundee is seeking a Senior Associate to join its growing Private Client team. You will advise on a wide range of private client matters, including asset protection, succession planning, trusts, and wills.

The successful candidate will have a strong Private Client background, around 3 years PQE, and a passion for building relationships with clients and colleagues. The firm offers a flexible and supportive environment with a competitive salary and benefits.

Qualifications

• Strong background in Private Client work essential.
• Passion for building relationships with clients and colleagues.
• 3 years PQE preferred.

Responsibilities

• Advise on asset protection and succession planning.
• Provide inheritance tax planning guidance.
• Create and administer private and charitable trusts.
• Draft wills, handle executries, and powers of attorney.

Skills

Asset protection & succession planning

Inheritance tax planning

Wills & executries

Powers of attorney

Trusts administration

Client relationship skills

Job description

Frasia Wright Associates in Dundee is seeking a Senior Associate to join its growing Private Client team. You will advise on a wide range of private client matters, including asset protection, succession planning, trusts, and wills.

The successful candidate will have a strong Private Client background, around 3 years PQE, and a passion for building relationships with clients and colleagues. The firm offers a flexible and supportive environment with a competitive salary and benefits.