Private Client Partner

Organisation
Core-Asset Consulting
Reference
9310
Contract Type
Full-Time
Practice Area
Private Client
Job Type
Contract
Location
Edinburgh
Salary
Competitive
PQE
5+ yrs
Expiry Date
03/04/2017
  Core-Asset Consulting’s client, a truly unique and award-winning Scottish legal firm, has an exciting opportunity for a Partner to join and lead the Private Client function across their various offices where

Job Description

 

Core-Asset Consulting’s client, a truly unique and award-winning Scottish legal firm, has an exciting opportunity for a Partner to join and lead the Private Client function across their various offices where you will provide the full scope of Private Client Services.  

The successful candidate will currently be a Private Client Partner who has a portable client base who possess the drive and determination to build a leading Private Client Practice. You will continue to build the reputation both externally in professional circles and with the firm’s broad client base. You will be joining a business with a solid foundation in the Private Client space where there is a genuine desire, infrastructure and support to become a leading player in the sector.

Core responsibilities:

  • Provide wealth management, trusts and tax planning advice
  • Related taxation issues and tax planning
  • Oversight of will drafting and succession planning
  • Advise on inheritance tax efficient investments
  • Assessing business, shares or other financial interests
  • Review the implications of property sales and receipt and rental income
  • Helping clients in the management of tax payments
  • Providing powers of attorney and guardianships
  • Advise on tax efficient investments
  • Protecting against claims such as matrimonial claims, care costs or insolvency
  • Work closely with HM Revenue & Customs queries on client’s tax affairs
  • Protecting capital
  • Inheritance tax or capital gains tax planning

Core skills:

  • Scottish Qualified Solicitor
  • Ability to efficiently run the Private Client Department
  • Deliver high quality advice to clients
  • Must be well organised, methodical with the ability to prioritise workload
  • Self-confident and strong interpersonal skills
  • Ideally possess people management experience
  • Experience in all aspects of Private Client work including trust and tax
  • Recognise and manage risk effectively
  • Ability to maximise the profitability
  • Strong client relationship and client care skills

Core requirements:

  • Scottish Qualified Solicitor
  • 7+ years PQE

Core Salary:

  • Excellent renumaration 
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