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- Tasks: Lead a dynamic Trust Management team and oversee legal document approvals.
- Company: Rapidly expanding firm with a strong focus on training and development.
- Benefits: Competitive salary, excellent benefits, and hybrid working options.
- Why this job: Join a forward-thinking firm and make a real impact in estate planning.
- Qualifications: Minimum 4 years’ PQE in a similar role; open to all levels up to partner.
- Other info: Engaging environment with opportunities for professional growth.
The predicted salary is between 43200 - 72000 £ per year.
Our client, a rapidly expanding firm, is seeking senior support within its Private Client practice in Edinburgh or Glasgow. Hybrid working is available. The role involves managing the Trust Management team. The ideal candidate will have at least 4 years’ PQE in a similar role, and the firm is open to applications from candidates up to partner level.
In this position, you will:
- Supervise and manage a team
- Participate in business development activities
- Approve legal documents (Wills, POAs, Trusts) prepared by paralegals, processors, and solicitors
- Attend and contribute to operational management meetings
- Assist staff with ad hoc enquiries
This firm is recognised for its commitment to training and development. The role also offers a competitive salary and an excellent benefits package.
Senior Private Client (Estate Planning) – Edinburgh / Glasgow employer: Frasia Wright Associates
Contact Detail:
Frasia Wright Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client (Estate Planning) – Edinburgh / Glasgow
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy to reach out for informational chats. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience in managing teams and your knowledge of estate planning. We want them to see you as the go-to person for their needs.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you’re interested in, even if they’re not advertising a position. A friendly email expressing your interest can go a long way!
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining the team. Let’s get you that role!
We think you need these skills to ace Senior Private Client (Estate Planning) – Edinburgh / Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role. Highlight your experience in estate planning and team management, as well as any business development activities you've been involved in. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this Senior Private Client role. Mention your PQE and any relevant achievements that demonstrate your expertise in managing teams and approving legal documents.
Showcase Your Team Management Skills: Since this role involves supervising a team, make sure to highlight your leadership experience. Share examples of how you've successfully managed teams in the past and contributed to their development. We love seeing candidates who can inspire others!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Frasia Wright Associates
✨Know Your Stuff
Make sure you brush up on your knowledge of estate planning, trusts, and the specific legal documents you'll be dealing with. Familiarise yourself with the firm's recent cases or projects to show that you're genuinely interested in their work.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be prepared to discuss your leadership style and experiences. Think of examples where you've successfully supervised others or contributed to team development, as this will demonstrate your capability to lead the Trust Management team.
✨Business Development Mindset
The firm is looking for someone who can participate in business development activities. Come ready with ideas on how you could help grow the practice. This could include networking strategies or ways to enhance client relationships.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, training opportunities, and future goals. This not only shows your interest but also helps you gauge if the firm aligns with your career aspirations.
