Private Client Adviser
6 hours ago
We are seeking a highly skilled Private Client Adviser to join our team at abrdn. As a key member of our Private Client Services team, you will provide high-quality tax, trust, and succession planning advice and services to our clients.
Key Responsibilities- Provide tax, trust, and succession planning advice and services to clients, including drafting documentation and client communications.
- Manage a caseload of clients and files effectively and efficiently.
- Communicate effectively with clients, colleagues, and external partners to deliver excellent client service.
- Identify new business development opportunities and attend networking events to develop relationships with potential client referrers.
- Maximise the commercial value of existing clients by ensuring their needs are being fully met.
- Adhere to all Departmental procedures and respond to requests for information and input from the Private Client Services Senior Management Team.
- Work collaboratively with colleagues to ensure a joined-up service is delivered to clients.
- Member of the Law Society of Scotland with at least some directly relevant industry experience.
- Ideal candidate will be training towards or have gained a directly relevant and recognised professional qualification such as TEP.
- 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, and take responsibility and ownership for actions.
- IT literate, particularly in Microsoft Office programmes.
At abrdn, our purpose is to enable our clients to be better investors. 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.
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Senior Private Client Adviser
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Edinburgh, Edinburgh, United Kingdom abrdn Financial Planning and Advice Limited Full timeJob 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...
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Private Client Lawyer
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Private Client Lawyer
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Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Summary:We are seeking a highly skilled and experienced Private Client Solicitor to join our Tax and Succession team at Eden Scott. As a trusted adviser to high net worth individuals and families, you will provide expert guidance on estate planning, succession, trusts, and asset protection.Key Responsibilities:Advise clients on estate administration and...
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Private Client Lawyer
2 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Client Lawyer to join our Tax and Succession team at Eden Scott. As a key member of our team, you will play a vital role in advising high net worth individuals and families on estate planning, succession, trusts, and asset protection.Key ResponsibilitiesHandle estate administration and...
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Private Client Lawyer
3 days ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Client Lawyer to join our Tax and Succession team at Eden Scott. As a key member of our team, you will play a vital role in advising high net worth individuals and families on estate planning, succession, trusts, and asset protection.Key ResponsibilitiesHandle estate administration and...
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Senior Private Client Lawyer
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Private Client Solicitor
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Private Client Solicitor
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Private Client Solicitor
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Private Client Solicitor
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Private Client Solicitor
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