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Private Client Specialist

2 months ago

Scotland, United Kingdom Service Care Solutions Full time

Private Client Department Opportunity

**About the Role**

We are seeking a skilled Private Client Specialist to join our team in Inverness. As a key member of our Private Client Department, you will have the opportunity to work closely with our Partners and Head of Private Client to shape the Private Client offering in our office.

**Key Responsibilities**

* Investigate assets forming part of the estate and gather details of these
* Prepare Confirmation applications and Inheritance Tax paperwork
* Prepare executry accounts
* Collaborate with the team to deliver exceptional client service

**What We Offer**

* A competitive salary
* Comprehensive benefits package including contributory pension scheme, cash-back healthcare, and more
* Flexible working arrangements

**Requirements**

* Essential experience of working in a Private Client Team
* Commitment to ongoing professional development and guidance

**Join Our Team**

If you are a motivated and experienced Private Client Specialist looking for a new challenge, please apply.