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- 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 professional environment.
Key Responsibilities:
- Drafting and advising onWillsandPowers of Attorney
- ManagingExecutry administration, including complex tax-paying estates
- Providing strategicTax Planningadvice, with a focus onIHT,APR, andBPR
- Creating and managingTrusts, including technical trust law and asset protection
- Advising oncontentious executriesandtrust disputes
- SupportingGuardianshipapplications and related matters
Candidate Profile:
- Minimum5 years’ PQEin private client law (other levels of experience may be considered)
- Strong technical knowledge and ability to manage a varied caseload independently
- Collaborative mindset with a willingness to contribute to larger, complex transactions
- Proven track record inbusiness developmentandmarketing initiatives
- Committed to delivering high-quality client service and contributing to team success
What’s on Offer:
- Competitivesalary and benefits package
- Opportunities forcareer developmentwithin a respected legal team
- Consideration forpart-timeandflexible working arrangements
- Inclusive anddiverse workplace culture
Please contact Jill Cowan on 07931 811 330 or email jill@lusona.co.uk
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Private Client Associate employer: Lusona Consultancy (Financial) Limited
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
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.
