Client and Matter Inception Advisor

5 days ago

Edinburgh, United Kingdom Turcan Connell Full time

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**About Us**

We are trusted and respected legal and tax planning experts and our approach to providing a personal and tailored service is the secret of our success. The Firm acts on behalf of individuals, including businesspeople, entrepreneurs, landowners and works with several charities, philanthropists, and trustees to guide and manage complex legal and financial affairs on their behalf.

With a close-knit team of around 230 colleagues including 26 Partners across offices in Edinburgh, Glasgow and London, Turcan Connell’s comprehensive service covers everything required for efficient tax, estate and succession planning and advises on the many aspects of land and property management and transactions. We also handle the complexities of divorce and family law, employment law and dispute resolution advice as well as providing a range of business law services to our clients.

**Opportunity**

We have a new and exciting opportunity for a dynamic professional to join us as a Client and Matter Inception Advisor to set-up and develop a new centralised Client and Matter opening function to work closely with our AML, Data, Legal and Tax colleagues. This new role has arisen as we continue to strive to ensure our client experience is personal and tailored, to align with our values. We provide client and matter inception support and guidance to our legal and tax colleagues and ensure our regulatory obligations are efficiently delivered.

The position is on a full-time permanent basis, core hours are Monday to Friday, 9am to 5pm, 33.75 hours per week. Initially full-time office based, however, in the long term the Firm supports a hybrid working approach through our Smarter Working policy.

**Role and Responsibilities**

You will work closely with our AML, Data, Legal and tax colleagues and will create new clients and matters on our Practice Management System whilst liaising directly with clients to obtain the required information ensuring an excellent client experience, and make sure our clients feel looked after throughout the process.

This role will review existing client data and advise legal and tax colleagues of any missing information as well as provide client inception reporting to colleagues to facilitate an effective and efficient client onboarding experience. You will have an opportunity to identify process and system improvements and assist with the implementation of these to enhance the Firm’s new client and matter inception process.

A high degree of accuracy and attention to detail is essential. Strong IT and analytical skills are essential and full training will be provided on the various systems used throughout the Firm. Strong organisational skills and the ability to multi-task and prioritise tasks is essential. You will also be able to work both on your own initiative and meet deadlines. A high level of discretion and confidentiality is a requirement of this role as you will be exposed to sensitive information.

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