High Net Worth Private Client Specialist
2 months ago
We are seeking a Private Client Associate to join our team at Ably Resources. This is an excellent opportunity to advance your career and develop your skills in private client work, including executry administration, succession planning, trust work, and tax advice.
The successful candidate will be involved in 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. A comfortable salary range for this position is £55,000-£75,000 per annum.
This role requires applicants to have private client experience, ideally between 4 – 7 years post-qualified, and be comfortable dealing with clients. We offer a friendly and supportive working environment, committed to your ongoing career progression.
Job Requirements:
- Private client experience, preferably in executry administration, succession planning, trust work, and tax advice
- Strong communication and interpersonal skills
- Ability to manage multiple tasks and priorities
-
High Net Worth Private Client Solicitor
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeWe are seeking a skilled Private Client Associate to join our team at Ably Resources. This is an excellent opportunity to advance your career in Private Client Law with a leading firm specializing in high-net-worth clients.The ideal candidate will have 4-7 years of experience in private client work, including executry administration, succession planning,...
-
High Net Worth Private Client Advisor
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeAbly Resources is seeking an experienced trust solicitor to join our private client team. As a key member of this team, you will be responsible for managing a portfolio of high net worth clients across various areas including trusts, executries, tax planning, and succession planning.You will have the opportunity to work closely with clients, develop your...
-
High Net Worth Private Client Advisor
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the RoleWe are looking for an experienced Independent Financial Advisor to join our team at Eden Scott. As a Senior Wealth Management Professional, you will be responsible for managing a portfolio of high net worth private clients, providing expert advice on investments, pensions, and other financial products. You will work closely with our paraplanner...
-
Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeWe are looking for a skilled and dedicated Solicitor for High-Net-Worth Clients to join our team at Ably Resources. In this role, you will be responsible for handling a diverse range of private client matters, including executry administration, succession planning, trust work, and tax advice.The successful candidate will be rewarded with a competitive annual...
-
IFA for High Net Worth Clients
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeClient-Focused Financial Expertise">We require a seasoned Independent Financial Advisor to manage high net worth client relationships and deliver exceptional financial solutions. This is a fantastic opportunity for a motivated individual who excels in relationship management and wants to make a meaningful impact in our wealth management practice.In this...
-
Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeWe are looking for an experienced Private Client Lawyer to join our team at Ably Resources. In this role, you will be responsible for managing a portfolio of high-net-worth clients with complex trusts, executry administrations, and succession planning.As part of our established private client team, you will work closely with other professionals to provide...
-
High Net Worth Client Advisor
1 month ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJob DescriptionThis is a UK-wide role that involves managing an existing client bank and dealing with new High Net Worth (HNW) client enquiries. As a Financial Adviser, you will provide clients with independent financial advice and make recommendations on how to best meet their goals. Key responsibilities include:Managing and developing your own client...
-
Edinburgh, Edinburgh, United Kingdom Frost Legal Full timeFrost Legal is seeking a Private Client Specialist to join our team in Edinburgh or Glasgow. This is an exciting Career Advancement Role that offers the opportunity to work with high net worth clients and develop your skills in a collaborative and supportive environment.
-
High Net Worth Financial Advisor
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeGrowing Your CareerThis is an exciting opportunity to join a stable and reputable wealth management practice as an experienced Independent Financial Advisor. You will be responsible for servicing a book of business and managing new relationships, working closely with high net worth clients to deliver exceptional service and provide first-class advice.To be...
-
Private Client Tax Expert
4 weeks ago
Edinburgh, Edinburgh, United Kingdom QED Legal LLP Full timeCompany Overview: QED Legal LLP is a top-tier firm based in Edinburgh, Scotland.We are seeking an experienced Private Client Tax Expert to join our thriving practice. This key role has opened up due to succession planning and offers the chance to step into a pivotal position with a well-established client base.The ideal candidate will have built expertise in...
-
Private Banking Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Weatherbys Banking Group Full timeOverview of the RoleAs a Private Banking Specialist with Weatherbys Banking Group, you will play a crucial role in delivering exceptional client service and building strong relationships with our high net worth clients.The successful candidate will have excellent communication skills, a proven ability to work in a fast-paced environment, and a strong...
-
Wealth Advisory Manager
1 month ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeJob DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...
-
Senior Private Client Tax Attorney
1 month ago
Edinburgh, Edinburgh, United Kingdom QED Legal LLP Full timeJob Summary:This is a key role for an experienced Senior Private Client Tax Attorney—or a senior lawyer ready to take that next step—based in Edinburgh with one of Scotland's leading top-tier firms. Our team is looking for a tax and trusts specialist who can bring leadership and expertise to our thriving practice.The position has opened up due to...
-
Senior Private Client Advisor
3 weeks ago
Edinburgh, Edinburgh, United Kingdom QED Legal LLP Full timeAbout the Role:QED Legal is seeking an experienced Private Client Partner to join their Edinburgh office. As a key member of the team, you will be responsible for leading a well-established client base and working closely with high-net-worth individuals and family business owners. The ideal candidate will have a strong background in tax and trusts work, as...
-
HNW Private Client Advisor
1 month ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeWe are looking for a highly skilled HNW Private Client Advisor to join our team at JohnstonGreer Ltd. In this role, you will be responsible for providing expert advice on complex financial planning and investment strategies to high net worth private clients.About the JobSalary: £45,000 - £65,000 per annumThe successful candidate will have a strong...
-
Senior Private Client Lawyer
4 weeks ago
Edinburgh, Edinburgh, United Kingdom QED Legal LLP Full timePrivate Client Partnership Opportunity:We are looking for a senior lawyer to take on a pivotal role within our Private Client practice. This is a rare opportunity to join a leading firm as a partner and shape the future of our team.Overview: QED Legal LLP is a top-tier firm based in Edinburgh, Scotland.Salary: Up to £350,000 per annum.Key...
-
High Net Worth Client Services Specialist
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeCompany Overview:Ably Resources, a leading firm in private client work, is seeking a solicitor to join its established team. As part of this group, you will handle a variety of tasks including executry administration, succession planning, trust work, and tax advice.
-
Private Client Team Member
2 months ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeAbsentee solicitors who wish to excel in the field of private client work should consider joining our team at Ably Resources. As part of our esteemed private client team, you will be responsible for providing expert guidance on complex issues related to trusts, high-net-worth or cross-border executries, tax planning, and family business clients.The ideal...
-
Private Wealth Lawyer Position
3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeJob Description:We are recruiting a solicitor to 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. This role involves supporting with contentious private client work and complex trust matters, including challenges to wills, beneficiary...
-
Career Progression Opportunity
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Frost Legal Full timeJob Title: Career Progression Opportunity - Private Client AdvocateAbout the Role:Frost Legal is seeking a talented Career Progression Opportunity - Private Client Advocate to join our team in Edinburgh or Glasgow. This is an excellent opportunity for a skilled professional to take their career to the next level, with great mid-to-long term career options...