High Net Worth Private Client Advisor

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...

We 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...

Eden Scott: Financial Adviser OpportunityA highly prestigious firm seeks a first-class Financial Adviser to join their team in Edinburgh, capital of Scotland.About the RoleWe are seeking a motivated and ambitious Financial Adviser to build and maintain relationships with high net worth clients, leveraging strong communication and interpersonal skills to...

We 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...

We are looking for a Paralegal with high net worth expertise to join our team at QED Legal LLP. As an Executory Files Coordinator, you will play a crucial role in managing high net worth executory files from initial client meeting through to distribution.The ideal candidate will have:Proven experience in managing estate and intestate executory filesExcellent...

At KPMG, our values are the foundation of who we are and how we conduct business. As a leading professional services firm, we understand that our strength and capability come from our people - their diverse perspectives, experiences, and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets - we're making bold changes to...

Role OverviewWe are seeking a highly skilled Financial Planning Coordinator to join our team at JohnstonGreer Ltd, supporting the delivery of exceptional services to high net worth clients.SalaryThe salary for this role is between £28,000 and £30,000 per annum, plus benefits.Job DescriptionAs a Financial Planning Coordinator, you will be responsible for...

The RoleWe are seeking a highly skilled Tax Advisory Manager to join our Private Client Services team in the North and Scotland region (based in Edinburgh).This is a key advisory role, working with high net worth individuals and entrepreneurial businesses to provide expert tax advice on a wide range of assignments, including inheritance tax, capital gains...

About the RoleWe are seeking a highly skilled Elite Financial Consultant to join our team in Scotland & Northern Ireland Area. As an Elite Financial Consultant, you will be responsible for providing exceptional financial advice and support to high net worth clients.Key Responsibilities:Work closely with Premier Relationship Directors to support a portfolio...

About HSBC Global Services Limited HSBC is a leading financial services organisation that provides a wide range of banking and financial services to individuals, businesses, and institutions around the world. We are committed to creating value for our customers, shareholders, and communities through innovative solutions, high-quality products, and...

This is an exciting opportunity to work for a national Legal 500 top tier firm in Edinburgh that is known for its leading private client work.The Role Dealing with a full spectrum of wealth, tax, succession and asset protectionWorking closely with experienced colleagues to ensure comprehensive and expert advice is provided to individual and family...

This is an exciting opportunity to work for a national Legal 500 top tier firm in Edinburgh that is known for its leading private client work.The RoleDealing with a full spectrum of wealth, tax, succession and asset protectionWorking closely with experienced colleagues to ensure comprehensive and expert advice is provided to individual and family...

Job description At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people - their different perspectives, experiences and backgrounds. From our inclusive leadership strategy to our diversity and inclusion targets - we're making bold changes to who...

The firm: Murray Beith Murray is one of Scotland’s leading private client law firms. For over 170 years we have specialised in meeting the legal, financial and administrative needs of individuals and families, trusts, charities and private companies. The role: We have a new vacancy for a Private Client Administrator within our team responsible for cash...

IIDX Consulting is seeking a highly experienced Senior Lawyer to join their established team. This esteemed role comes with an estimated annual salary of £80,000 to £120,000.Job DescriptionA Senior Private Client Solicitor is required to provide expert advice on estate planning, succession planning, trusts, asset protection and executry and will matters to...

**The firm**: Murray Beith Murray is one of Scotland’s leading private client law firms. For over 170 years we have specialised in meeting the legal, financial and administrative needs of individuals and families, trusts, charities and private companies. For more information, please visit our website. **The role** We have a new vacancy for a Private...

Are you an accomplished and visionary Tax professional with a passion for providing tailored financial solutions? Do you have a proven track record of building and maintaining strong client relationships? Meraki Talent is working with a leading Chartered Accountants on the position of Private Client Tax Partner. **The Company** A recognised and...

About G2 Legal LimitedG2 Legal Limited is a national Legal 500 top tier firm in Edinburgh, renowned for its leading private client work.Job SummaryWe are seeking an exceptional Senior Private Client Solicitor to join our team in Edinburgh. The successful candidate will be responsible for providing expert advice to high-net-worth clients on a full spectrum of...

A leading national firm is seeking a senior solicitor to join its well-regardedteam.The Role Your private client caseload will involve the drafting of wills and powers of attorney, estate planning, trusts, executries and advising high net worth clientsYou will be a part of a highly experienced and high performing teamA STEP qualification is prefered and the...

Are you ready to take your career in Private Client Tax to the next level? This is an exciting opportunity to join a leading firm of Chartered Accountants in Edinburgh, offering an attractive package that includes flexible working, a bonus scheme, a company pension, an employee wellbeing programme, and many more benefits! Our client, a highly reputable...