Overview:
A great opportunity to join a respected Private Client team handling a varied mix of wills, executries, trusts, tax planning and estate advisory work. You’ll engage with an interesting client base and gain exposure to both technical and complex matters, all within a supportive and specialist environment. The role offers autonomy, flexibility and clear scope for progression.
Role Requirements:
Drafting and advising on wills
Managing executry administration, including complex and tax-paying estates
Providing tax planning advice with focus on IHT reliefs such as APR and BPR
Creating and managing trusts, advising on trust law and asset protection
Advising on complex private client matters, including contentious executries and trust disputes
Preparing Powers of Attorney and advising on guardianships
Running your own caseload while supporting colleagues on larger matters
Contributing to team development, business development activities and meeting financial targets
Experience:
5+ PQE in private client work (other levels considered)
Experience across wills, estates, tax planning and trusts
Comfortable handling technical or sensitive client matters
Prior involvement in marketing or business development is beneficial
Skills:
Clear and confident communication skills
Excellent attention to detail
Ability to manage your own workload and meet deadlines
Collaborative approach with willingness to support colleagues
Proactive attitude with interest in contributing to team growth
On Offer:
Varied and high-quality private client work
Supportive and professional team culture
Competitive salary and benefits package
Flexible and part-time working arrangements available
How to Apply:
For more information about this role and to apply, please contact Becky Newton at G2 Legal on 0131 278 0000 for a confidential chat, or forward an up to date copy of your CV to becky.newton@g2legal.com
We look forward to hearing from you.
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