UK Private Client Team Member

3 weeks ago


Dundee, Dundee City, United Kingdom Core-Asset Consulting Ltd Full time

Core-Asset Consulting Ltd is currently seeking a skilled Private Client professional to join our dynamic team in Dundee. This is an exceptional opportunity for someone with a passion for Private Client services, particularly in law firms, to take their career to the next level.

In this role, you will play a pivotal part in preparing and reviewing legal documentation, collaborating with Fee Earners to advise clients on tax and succession matters, and managing client meetings with ease.

Your Key Tasks:
  • Preparation and review of legal documents, ensuring precision and attention to detail.
  • Collaboration with Fee Earners to provide expert advice on tax and succession matters.
  • Effective diary and document management to optimize client meetings and team efficiency.
What You Will Get:
  • A competitive annual salary of around £42,000 - £50,000, depending on experience.
  • A comprehensive benefits package designed to support your personal and professional growth.


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