Senior Private Client Adviser

3 weeks ago

Edinburgh, United Kingdom abrdn Full time

Job Description

At abrdn, our purpose is to enable our clients to be better investors.

Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world.

Everything we do at abrdn Financial Planning & Advice Ltd is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference to helping our clients achieve their goals.

About the role

We have a fantastic opportunity for a Senior Private Client Adviser (In House Senior Private Client Legal Adviser) to join us. 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, drafting and reviewing 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-
- HMRC forms-
- Trust and probate accounting-
- Trust, probate and estate administration including the calculation of distributions to beneficiaries.-
- Leading client meetings and supervision of junior colleagues.- Managing (alongside other advisers and the Private Client Directors) 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.- Identifying opportunities to maximise the commercial value of existing clients by ensuring that their needs (both private client and financial planning) are being fully met.- Adhering to all Departmental procedures at all times and responding within stated timelines to all requests for information and input from any of the members of the Private Client Services Senior Management Team.- Working collaboratively with colleagues in other parts of the Company to ensure a joined up service is delivered to clients and that client relationships are maintained and wherever possible, strengthened and deepened.- Ensuring that client files are maintained in good order at all times with a full audit trail and that all file progress reports are completed timeously.- 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)- Competently and effectively utilising the IT software and capability available.

What we're looking for:
- Member of Law Society of Scotland with at least 5 years of post qualified Solicitor 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 Serv

  • Senior Private Client Adviser

    4 days ago

    Edinburgh, United Kingdom ABRDN PLC Full time

    At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to...

  • Senior Private Client Adviser

    5 days ago

    Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Private Client Adviser

    2 weeks ago

    Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Private Client Adviser

    1 month ago

    Edinburgh, Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Private Client Adviser

    4 weeks ago

    Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Private Client Adviser

    1 month ago

    Edinburgh, United Kingdom ABRDN PLC Full time

    At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to...

  • Private Client Adviser

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Private Client Adviser

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Private Client Adviser

    1 month ago

    Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

  • Senior Private Client Solicitor

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    I have an excellent opportunity for a Senior Private Client Solicitor looking for their next career moveThis new role is with an established firm which has enjoyed major success within the Private Client area. The team advises high net worth individuals and families on all aspects of estate planning from succession planning, trusts and asset protection along...

  • Private Client Senior Solicitor

    1 month ago

    Edinburgh, Edinburgh, United Kingdom Idex Full time

    I have an excellent opportunity for a Senior Private Client Solicitor looking for their next career move This new role is with an established firm which has enjoyed major success within the Private Client area. The team advises high net worth individuals and families on all aspects of estate planning from succession planning, trusts and asset protection...

  • Private Client Senior Solicitor

    4 weeks ago

    Edinburgh, Edinburgh, United Kingdom Idex Full time

    I have an excellent opportunity for a Senior Private Client Solicitor looking for their next career move This new role is with an established firm which has enjoyed major success within the Private Client area. The team advises high net worth individuals and families on all aspects of estate planning from succession planning, trusts and asset protection...

  • Private Client Tax Senior

    2 weeks ago

    Edinburgh, United Kingdom Crowe Watson Recruitment Full time

    Are you ready to take the next step in your career and work with a leading firm that offers genuine opportunities for progression in a supportive environment? Public Practice recruitment specialists, Crowe Watson, are working with a leading firm of Chartered Accountants in Edinburgh who is seeking a highly motivated and experienced Private Client Tax Senior...

  • Senior Private Client Solicitor

    3 months ago

    Edinburgh, United Kingdom IDEX Consulting Full time

    I have an excellent opportunity for a Senior Private Client Solicitor looking for their next career move! This new role is with an established firm which has enjoyed major success within the Private Client area. The team advises high net worth individuals and families on all aspects of estate planning from succession planning, trusts and asset...

  • Senior Private Client Solicitor

    4 weeks ago

    Edinburgh, United Kingdom IDEX Consulting Full time

    I have an excellent opportunity for a Senior Private Client Solicitor looking for their next career move! This new role is with an established firm which has enjoyed major success within the Private Client area. The team advises high net worth individuals and families on all aspects of estate planning from succession planning, trusts and asset...

  • Senior Private Client Solicitor

    4 weeks ago

    Edinburgh, United Kingdom IDEX Consulting Full time

    I have an excellent opportunity for a Senior Private Client Solicitor looking for their next career move! This new role is with an established firm which has enjoyed major success within the Private Client area. The team advises high net worth individuals and families on all aspects of estate planning from succession planning, trusts and asset...

  • Senior Private Client Solicitor

    4 weeks ago

    Edinburgh, United Kingdom IDEX Consulting Full time

    I have an excellent opportunity for a Senior Private Client Solicitor looking for their next career move! This new role is with an established firm which has enjoyed major success within the Private Client area. The team advises high net worth individuals and families on all aspects of estate planning from succession planning, trusts and asset...

  • Solicitor - Private Client

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Drummond Miller Ltd Full time

    Solicitor – Private Client at Drummond Miller LLPLocation: Edinburgh and MusselburghSalary: Competitive, DOEContract: Permanent, Full timeBenefits:Fantastic flexible working benefits including hybrid working, flexible hours, TOIL, ability to work from other offices and career breaks25 days annual leave and 6 bank holidays. Extra holidays for long...

  • Private Client Associate

    2 weeks ago

    Edinburgh, United Kingdom Cross Resourcing Full time

    **Private Client Associate** **3-6 PQE** **Edinburgh** I am working on an excellent Private Client Associate opportunity in Edinburgh. My client is a very reputable innovative law firm that works with multinational companies, small businesses, families, and individuals in numerous sectors across Scotland, England and beyond. You will join one of the...

  • Private Client Solicitor

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Iconic Resourcing Full time

    Private Client Solicitor - AssociateApplying for this role is straight forward Scroll down and click on Apply to be considered for this position.Location: Glasgow or EdinburghJob Type: Permanent / HybridWe are actively seeking Private Client Associates to join our client, a prominent mid-tier Scottish firms well-established Private Client Team. If you are a...