Private Client Associate

Private Client Associate

Full-Time 48000 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a dynamic team to manage Wills, Trusts, and complex tax matters.
  • Company: A prestigious Scottish law firm known for its innovative approach and supportive culture.
  • Benefits: Enjoy competitive salary, flexible working options, and career development opportunities.
  • Why this job: Make a real impact while working with diverse clients in a collaborative environment.
  • Qualifications: 5 years' PQE in private client law; strong technical skills and business development experience.
  • Other info: Part-time and flexible working arrangements are available.

The predicted salary is between 48000 - 72000 £ per year.

Private Client Associate – Leading Scottish Law Firm

Edinburgh / Perth
Permanent | Full-time or Flexible Working Considered

A prestigious and forward‑thinking Scottish law firm is seeking an experiencedPrivate Client Associateto join its well‑established team. This is a unique opportunity to work with a diverse client base on a broad spectrum of private client matters, within a supportive and(item) professional environment.

Key Responsibilities:

  • Drafting and advising onWills andPowers of Attorney
  • ManagingExecutry administration, including complex tax‑paying estates
  • Providing strategicTax Planning advice, with a focus onIHT, texto??? Actually:

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Private Client Associate employer: Lusona Consultancy (Financial) Limited

Join a prestigious Scottish law firm that values its employees and fosters a supportive, inclusive work culture. With competitive salaries, flexible working arrangements, and ample opportunities for career development, this firm is dedicated to nurturing talent and ensuring a rewarding experience for its Private Client Associates. Located in the vibrant cities of Edinburgh and Perth, you will enjoy a dynamic environment while working with a diverse client base on impactful legal matters.
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Contact Detail:

Lusona Consultancy (Financial) Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Associate

✨Tip Number 1

Network with professionals in the legal field, especially those who specialise in private client law. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the firm and its culture.

✨Tip Number 2

Research the specific private client matters that the firm handles. Familiarise yourself with their recent cases or notable clients, as this knowledge will help you demonstrate your genuine interest in the role during any informal discussions or interviews.

✨Tip Number 3

Prepare to discuss your experience in business development and marketing initiatives. Think of specific examples where you've successfully attracted new clients or enhanced client relationships, as this aligns with the firm's focus on growth and collaboration.

✨Tip Number 4

Showcase your commitment to high-quality client service by preparing anecdotes that highlight your problem-solving skills and ability to manage complex cases. This will resonate well with the firm's values and expectations for a Private Client Associate.

We think you need these skills to ace Private Client Associate

Private Client Law Expertise
Wills and Powers of Attorney Drafting
Executry Administration
Tax Planning (IHT, APR, BPR)
Trust Creation and Management
Technical Trust Law Knowledge
Asset Protection Strategies
Contentious Executries and Trust Dispute Resolution
Guardianship Applications Support
Business Development Skills
Marketing Initiatives Experience
Client Service Excellence
Collaborative Mindset
Independent Case Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in private client law, particularly focusing on your skills in drafting Wills, managing executry administration, and providing tax planning advice. Use specific examples to demonstrate your expertise.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention your collaborative mindset and commitment to high-quality client service, as these are key attributes for the position.

Showcase Business Development Skills: If you have experience in business development or marketing initiatives, be sure to include this in your application. Highlight any successful strategies you've implemented that contributed to client growth or engagement.

Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the legal profession.

How to prepare for a job interview at Lusona Consultancy (Financial) Limited

✨Showcase Your Technical Knowledge

As a Private Client Associate, you'll need to demonstrate your strong technical knowledge in private client law. Be prepared to discuss specific cases you've handled, particularly around Wills, Powers of Attorney, and tax planning strategies.

✨Highlight Your Collaborative Mindset

This role requires a collaborative approach, so be ready to share examples of how you've worked effectively within a team. Discuss any larger, complex transactions you've contributed to and how you supported your colleagues.

✨Demonstrate Business Development Skills

The firm values candidates with a proven track record in business development. Prepare to talk about your previous marketing initiatives and how you've successfully attracted new clients or expanded existing relationships.

✨Emphasise Commitment to Client Service

Delivering high-quality client service is crucial for this position. Be sure to provide examples of how you've gone above and beyond for clients in the past, and how you plan to maintain that standard in your future role.

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