Private Client Solicitor/Senior Solicitor

Company: IDEX Consulting
Apply for the Private Client Solicitor/Senior Solicitor
Location: Glasgow
Job Description:

Overview

In this role you will join a well-established private wealth team in Glasgow to handle high-quality private client work for high net worth clients. You will manage a varied caseload across wills, trusts and estate planning while contributing to team growth and client service excellence. You’ll collaborate with senior colleagues, mentor juniors and participate in business development to help shape the department’s expansion. This is an opportunity to perform technically interesting work within a supportive, growth-focused culture.

Responsibilities

  • Prepare and advise on Wills and Powers of Attorney
  • Handle high net worth and ultra-high net worth matters
  • Tax planning for inheritance tax, including lifetime and death planning and asset transfers
  • Estate administration
  • Creation and variation of Trusts
  • Trust administration, including calculation of 10-year and exit charges
  • Winding up trusts
  • Negotiate directly with HM Revenue and Customs
  • Proactively manage your caseload and collaborate with the team
  • Participate in business development and mentoring of junior colleagues

Key requirements

  • Qualified Solicitor in Scotland with a strong private client background
  • Proven technical expertise across wills, estates, trusts, and succession planning
  • Excellent mathematical skills for complex tax calculations
  • Strong client care, compliance, and relationship-building skills
  • Commercially aware with appetite to contribute to firm growth
  • Comfortable working to financial targets
  • Willing to attend business development events, including outside normal hours
  • Ideally 3+ years PQE in private client/private wealth work
  • Nice to have: STEP qualified or working towards it
  • Guardianship and Intervention Order court experience
  • Contentious trusts and estates experience
  • Cross-border estate planning and/or administration experience
  • Client care
  • Relationship-building
  • Commercial awareness
  • Wills
  • Estates
  • Trusts

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Posted: October 1st, 2026