This role offers an opportunity to join a well‑regarded private client team advising high net worth and mass‑affluent clients across Scotland. You will manage a diverse caseload including wills, powers of attorney, trusts and executries, while providing expert guidance on tax planning, succession and asset protection. The position allows you to work closely with colleagues on contentious matters, supervise junior staff, and contribute to business development initiatives through seminars and community engagement. The firm offers a competitive salary with bonus, hybrid working, support for STEP qualifications, and a clear path for career progression.
The Opportunity
Advise High Net Woth and mass‑affluent clients on wills, powers of attorney, trusts, executries and tax planning.
Key Responsibilities
- Manage a varied caseload of wills, POAs, trusts and executries.
- Advise on IHT/CGT mitigation, succession and asset protection.
- Handle contentious executries with support from disputes colleagues.
- Supervise juniors and contribute to team know‑how.
- Support and engage with BD to include seminars and community engagement.
About You
- 3+ years’ PQE in private client; STEP qualified or willing to study.
- Technically strong drafting and advisory skills.
- Excellent client care, with empathy and discretion.
- Team‑oriented with mentoring experience desirable.
What’s on Offer
- Competitive salary/bonus and support for STEP
- Hybrid working
- Clear progression path
- Enhanced pension and healthcare