Senior Private Client Manager – Estate Planning (Hybrid)

Frasia Wright Associates; Haddington; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Job summary

Frasia Wright Associates' client seeks an experienced Senior Private Client professional to lead the Trust Management team in Edinburgh or Glasgow with hybrid working.

The role requires 3–5 years' PQE in a Private Client environment and involves supervising a team, approving wills, POAs and trusts, and contributing to operational management meetings while supporting staff with enquiries. A competitive salary and benefits package are on offer.

Qualifications

• 3–5 years' PQE in Private Client practice.
• Experience supervising a team of paralegals and solicitors.
• Experience approving wills, POAs and trusts.

Responsibilities

• Supervise and manage a Private Client team.
• Approve wills, POAs and trusts prepared by staff.
• Attend operational management meetings.
• Assist staff with ad hoc enquiries.

Skills

Team leadership

Trusts & Wills knowledge

Paralegal coordination

Education

3–5 years PQE

Job description

Frasia Wright Associates' client seeks an experienced Senior Private Client professional to lead the Trust Management team in Edinburgh or Glasgow with hybrid working.

The role requires 3–5 years' PQE in a Private Client environment and involves supervising a team, approving wills, POAs and trusts, and contributing to operational management meetings while supporting staff with enquiries. A competitive salary and benefits package are on offer.