High Net Worth Private Client Specialist

2 months ago


Edinburgh, Edinburgh, United Kingdom Ably Resources Full time

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


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