Private Client Specialist
1 month ago
We are seeking a highly skilled and experienced Private Client Specialist to join our team at Brodies. As a Private Client Specialist, you will play a key role in providing expert advice to our clients on a wide range of complex matters, including estate planning, trust administration, and cross border work.
Key Responsibilities:- Provide ongoing advice to private clients on estate planning, including the setting up of trusts and other entities.
- Assist clients with tax planning advice and ensure compliance with relevant tax laws.
- Work closely with our family, tax, corporate, litigation, and real estate teams to deliver a complete service to our clients.
- Build and maintain effective client relationships and contribute to the growth of the business through proactive business development activities.
- Deliver training to solicitors, paralegals, and trainees within the team.
- Ensure the protection of information assets and adherence to Brodies' information security policies.
- Sound legal knowledge and commercial and financial skills.
- Ability to take responsibility for managing own workload and ensuring quality at all times.
- Genuine interest and enthusiasm for private client work.
- Excellent communication and interpersonal skills.
We offer a competitive salary and benefits package, as well as opportunities for professional development and growth within the company. If you are a motivated and experienced Private Client Specialist looking for a new challenge, please apply today.
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