High Net Worth Private Client Advisor

Ably 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...

We 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,...

Client-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...

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...

Job 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...

Growing 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...

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...

We 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...

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...

Ultra-High-Net-Worth Summit CoordinatorWe are seeking a highly organized and detail-oriented individual to join our team as an Ultra-High-Net-Worth Summit Coordinator. In this role, you will be responsible for coordinating and executing exclusive one-on-one meetings between Ultra-High-Net-Worth investors and private fund managers at prestigious 5-star...

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...

About 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...

Company 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...

Job 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...

Frost 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.

Wealth Management OpportunityJoin Eden Scott, a stable and reputable wealth management practice, as an experienced Independent Financial Advisor. With a growing client base featuring recurring income, this role offers the perfect blend of relationship management and business development.Key ResponsibilitiesAs an IFA, you will be responsible for servicing...

Private 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...

About the RoleWe are seeking a highly skilled Senior Taxation Advisor to join our team. As a key member of our Private Client department, you will be responsible for overseeing a portfolio of professional partnerships, estates, and high net worth individuals.The ideal candidate will have significant experience in tax advisory services, particularly in...

Absentee 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...

Job 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...