Private Client Lawyer – Inhouse
1-2 years PQE exp required in Private Client
Glasgow or Edinburgh base – hybrid role
£40-46k plus outstanding benefits
 
Pension 13.2%
Share Plan
Private Health
Dental Insurance
40 days holiday – yes your read that right!
 
 
Are you ready to make the change from a Legal firm to go Internal and work for a business where everything they do is designed with their clients in mind. They seek to achieve the best possible outcomes for those who trust them to look after their wealth. They believe that the right advice, given at the right time and in the right way, can make a big difference to helping their clients achieve their goals.
 
 
We have a fantastic opportunity for a Private Client Lawyer to join our client at an exciting time of change for the Business. This role provides high quality specialist tax, trust and succession planning advice and services to clients within any applicable guidelines and internal service levels set out by the Company and Professional/ Regulatory bodies.
 
In this role you will

• Work effectively both independently and when assisting and working with others in the team to ensure timely and efficient delivery of high quality advice and documentation that meet the needs of the clients and is delivered in accordance with the Private Client Services agreed service levels.
• Understand and comply with the relevant internal Compliance, TCF, T&C, Financial Crime and Customer Due Diligence Procedures of the Company at all times.
• To keep up to date with all relevant product, legislative and technical changes and ensure those changes are reflected in the advice and services provided.

 
You will be specifically responsible for:

• Providing tax, trust and succession planning advice and services and drafting documentation and client communications specifically relating to (but not limited to) such of the following areas as shall arise in their day-to-day role:

• Wills
• Powers of Attorney
• Trust Deeds
• Inheritance tax, capital gains tax and income tax
• Tax returns (for individuals and trusts) and other HMRC forms
• Trust and probate accounting
• Trust, probate and estate administration including the calculation of distributions to beneficiaries

• Managing (alongside other advisers and the Regional Heads) a case load of clients and files effectively and efficiently.  
• Communicating effectively with all parties (specifically to include but not limited to clients, associated parties such as trust or estate beneficiaries, Financial Planning Consultants and Paraplanners, colleagues, referrers of clients, external partners, professional advisers) to deliver excellent and efficient client service.
• Dealing promptly with referrals into the department.
• Identifying new business development opportunities (both internal and external) and attending appropriate networking and other corporate events to develop relationships with other potential client referrers.
• Undertaking appropriate and adequate continuous professional development which can include internal and external training events, private study and studying for directly relevant formal qualifications such as those offered by the Society of Trust and Estate Practitioners (STEP)

             
What we're looking for:

• Member of Law Society of Scotland with at least some directly relevant industry experience
• Ideally to be already training towards or have gained a directly relevant and recognised professional qualification such as STEP although this is not necessary.
• Ability to work effectively both independently and as part of a team.
• Strong organisation and communication skills, both written and verbal and attention to detail.
• Ability to effectively manage time and workload, be proactive when appropriate, to take responsibility and ownership for actions, to organise self, work under pressure and adhere to strict deadlines and internal service levels.
• An understanding of any Regulatory requirements applicable to Private Client Services and the incorporation of these into day-to-day working practices.
• IT literate, particularly in Microsoft Office programmes.