Current jobs related to Private Client Adviser - Edinburgh - abrdn

  • Head of Private Client

    1 week ago

    Edinburgh, United Kingdom FPSG Connect Full time

    Introduction A real stand out and unique opportunity, we are working with a highly respected and established legal firm to develop their Private Client practice with the appointment at either a Director/Head Of level. Arising as part of continued growth and development, our client has a wealth of experience within this area supported by a diverse client...

  • Private Client Solicitor

    3 days ago

    Edinburgh, United Kingdom G2 Legal Limited Full time £150 - £200

    Private Client Solicitor (3+ years') – EdinburghIncrease your chances of reaching the interview stage by reading the complete job description and applying promptly.A great opportunity has arisen for an experienced Private Client Solicitor to join a respected team in Edinburgh. This role is ideal for someone who enjoys working closely with individuals,...

  • Private Client Solicitor

    6 days ago

    Edinburgh, United Kingdom G2 Legal Limited Full time

    Job DescriptionPrivate Client Solicitor (3+ years') – Edinburgh A great opportunity has arisen for an experienced Private Client Solicitor to join a respected team in Edinburgh. This role is ideal for someone who enjoys working closely with individuals, families and rural or high-net-worth clients on estate, succession and tax planning matters.The...

  • Private Client Solicitor

    2 weeks ago

    Edinburgh, United Kingdom G2 Legal Limited Full time £150 - £200

    Private Client Solicitor (3+ years') – EdinburghIncrease your chances of reaching the interview stage by reading the complete job description and applying promptly.A great opportunity has arisen for an experienced Private Client Solicitor to join a respected team in Edinburgh. This role is ideal for someone who enjoys working closely with individuals,...

  • Private Client Solicitor

    1 week ago

    Edinburgh, United Kingdom G2 Legal Limited Full time

    Job DescriptionPrivate Client Solicitor (3+ years') – Edinburgh A great opportunity has arisen for an experienced Private Client Solicitor to join a respected team in Edinburgh. This role is ideal for someone who enjoys working closely with individuals, families and rural or high-net-worth clients on estate, succession and tax planning matters.The...

  • Senior Private Client Solicitor, Edinburgh

    2 weeks ago

    Edinburgh, United Kingdom Frasia Wright Associates Full time

    This is an exciting opportunity for a Senior Solicitor to join this successful Personal and Family team. You will be involved in providing ongoing advice to a wide range of private clients. In addition to advising on wills, powers of attorney, executry and trust administration, you can expect to be involved in advising clients on a wide range of complex...

  • NQ Private Client Solicitor – Edinburgh

    2 days ago

    Edinburgh, United Kingdom Frasia Wright Associates Full time

    We have been instructed on a new role with our client, a Scottish law firm, one of the longest-established in Edinburgh. The firm currently requires a Private Client Solicitor to join its busy practice. The successful candidate will advise clients on various private client and executry matters, as well as being involved in some trust work.The firm is seeking...

  • Private Patient Sales Adviser

    4 days ago

    Edinburgh, United Kingdom Spire Healthcare Full time

    Private Patient Sales Adviser | Competitive | Spire Edinburgh | Murrayfield |Full-Time - Excellent Benefits Spire Healthcare Murrayfield has a vacancy for a Private Patient Sales Adviser. Duties and responsibilities - Converting enquiries to outpatient appointments. - Meeting team and individual targets relating to conversion, revenue and appointments. -...

  • Private Client Solicitor

    2 weeks ago

    City of Edinburgh, United Kingdom Michael Page (UK) Full time

    Join a market-leading private client team with meaningful, high-value work with HNW individuals.About Our ClientOur client is a highly respected, award-winning legal and tax advisory firm with a strong presence across Scotland. With a reputation for discretion, expertise, and client care, they advise HNW individuals, families, landowners, and...

  • Private Client Solicitor

    1 week ago

    City of Edinburgh, United Kingdom Michael Page Full time

    Join to apply for the Private Client Solicitor role at Michael Page Base pay range We're recruiting a Private Client Associate or Senior Associate (5+ PQE) to join a respected and friendly Private Client team in Edinburgh. You'll work directly with experienced Partners, manage a varied caseload and enjoy the blend of autonomy, flexibility and support that...

Private Client Adviser

2 weeks ago

Edinburgh, United Kingdom abrdn Full time

Job Description

At abrdn, our purpose is to enable our clients to be better investors.

Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world.

Everything we do at abrdn Financial Planning Ltd is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference to helping our clients achieve their goals.

About the role

We have a fantastic opportunity for a Private Client Adviser to join us. This role provides high quality specialist tax, trust and succession planning advice and services to clients within any applicable guidelines and internal service levels set out by the Company and Professional/ Regulatory bodies.

In this role you will- Work effectively both independently and when assisting and working with others in the team to ensure timely and efficient delivery of high quality advice and documentation that meet the needs of the clients and is delivered in accordance with the Private Client Services agreed service levels.- Understand and comply with the relevant internal Compliance, TCF, T&C, Financial Crime and Customer Due Diligence Procedures of the Company at all times.- To keep up to date with all relevant product, legislative and technical changes and ensure those changes are reflected in the advice and services provided.

You will be specifically responsible for:
- Providing tax, trust and succession planning advice and services and drafting documentation and client communications specifically relating to (but not limited to) such of the following areas as shall arise in their day-to-day role:
- Wills-
- Powers of Attorney-
- Trust Deeds-
- Inheritance tax, capital gains tax and income tax-
- Tax returns (for individuals and trusts) and other HMRC forms-
- Trust and probate accounting-
- Trust, probate and estate administration including the calculation of distributions to beneficiaries-
- Managing (alongside other advisers and the Regional Heads) a case load of clients and files effectively and efficiently.- Communicating effectively with all parties (specifically to include but not limited to clients, associated parties such as trust or estate beneficiaries, Financial Planning Consultants and Paraplanners, colleagues, referrers of clients, external partners, professional advisers) to deliver excellent and efficient client service.- Dealing promptly with referrals into the department.- Identifying new business development opportunities (both internal and external) and attending appropriate networking and other corporate events to develop relationships with other potential client referrers.- Identifying opportunities to maximise the commercial value of existing clients by ensuring that their needs (both private client and financial planning) are being fully met.- Adhering to all Departmental procedures at all times and responding within stated timelines to all requests for information and input from any of the members of the Private Client Services Senior Management Team.- Working collaboratively with colleagues in other parts of the Company to ensure a joined up service is delivered to clients and that client relationships are maintained and wherever possible, strengthened and deepened.- Ensuring that client files are maintained in good order at all times with a full audit trail and that all file progress reports are completed timeously.- Undertaking appropriate and adequate continuous professional development which can include internal and external training events, private study and studying for directly relevant formal qualifications such as those offered by the Society of Trust and Estate Practitioners (STEP)- Competently and effectively utilising the IT software and capability available.

What we're looking for:
- At least one of:
- to be already training towards or have gained a directly relevant and recognised professional qualification such as TEP, CTA, ATT.-
- directly relevant industry experience.-
- Ability to work effectively both independently and as part of a team.- Strong organisation and communication skills, both written and verbal and attention to detail.- Ability to effectively manage time and workload, be proactive when appropriate, to take responsibility and ownership for actions, to organise self, work under pressure and adhere to strict deadlines and internal service levels.- An understanding of any Regulatory requirements applicable to Private Client Services and the incorporation of these into day-to-day working practices.- IT literate, particularly in Microsoft Office programmes.

We’re committed to providing