Overview
In this role you will manage an individual caseload within a boutique Edinburgh private client team and contribute to department growth. You will deliver high-quality advice across wills, powers of attorney, executries, trusts, and estate planning in a client-facing capacity. The role involves collaborating with a small team and engaging with clients across Edinburgh and Glasgow meetings. A key hook is shaping private client services in a growing practice with support for professional qualification where relevant.
Pay / Benefits
- highly competitive salary and benefits package
Responsibilities
- Manage own caseload and contribute to department growth
- Provide quality private client advice across wills, powers of attorney, executries, trusts, and estate planning
- Maintain strong client relationships in a client-facing role
- Collaborate with Edinburgh office team (and Glasgow for client meetings) to service clients
- Support the expansion of the private client department with proactive engagement
Key requirements
- ~10 years PQE in private client law
- Strong background in wills, powers of attorney, and executries
- Excellent communication skills; client-facing and approachable
- STEP qualification preferred but not essential; firm prepared to fund this
- Willingness to work across Edinburgh and Glasgow meetings
- Performs well in a boutique, client-focused environment
- excellent communication
- approachable demeanor
- team collaboration
- wills
- powers of attorney
- executries
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