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Private Client Associate High Net Worth

2 months ago

Edinburgh, Edinburgh, United Kingdom Ably Resources Full time

Job Summary

We are seeking a skilled Private Client Associate to join our team at Ably Resources. As a Private Client Associate, you will be responsible for managing a portfolio of clients in areas such as trusts, high-net-worth or cross-border executries, all areas of tax planning, and planning for family business clients.

Key Responsibilities

  • Deal with a variety of private client work, including executry administration, succession planning, trust work, and tax advice.
  • Manage a portfolio of clients in areas such as trusts, high-net-worth or cross-border executries, all areas of tax planning, and planning for family business clients.
  • Support with contentious private client work and complex trust matters, including challenges to wills, beneficiary disagreements, and legal rights claims (often with partnership or company disputes) as well as an array of trust problems.
  • Be comfortable dealing with clients and managing a variety of work and be keen to meet new people as you network and support business development across the firm.

Requirements

  • Private client experience, ideally between 4 – 7 years post-qualified.
  • Comfortable dealing with clients.

What We Offer

A friendly and supportive working environment, committed to your ongoing career progression.