Private Client Specialist

1 month ago


Edinburgh, Edinburgh, United Kingdom Brodies Full time
Join Our Team as a Private Client Specialist

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.
Requirements:
  • 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.
What We Offer:

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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