Working as part of our established team based in Inverness, the successful applicant will carry out a full range of private client work with a particular focus on estate and succession planning for high net-worth clients with business and farming interests across Scotland and further afield, multi-million-pound executries and family trust work. Previous experience of Private Client work is essential.

The firm are a STEP Platinum Employer Partner, with senior team members all being STEP qualified. We would support the successful candidate in undertaking the STEP qualification, should they wish.

Main duties and responsibilities

• Dealing with the administration of estates, both alongside senior colleagues and independently.
• Drafting Wills, relevant letters of wishes, Powers of Attorney and Living Wills.
• Assisting with the establishment, administration and wind up of family Trusts and Charities, including personal injury Trusts.
• Advising on Inheritance Tax and other Capital Tax planning.
• Contributing to the Team Business Development strategy.
• Delivering CPD updates upon request.
• Complying with GDPR requirements.

 Applicants to this role require

• Experience of working in a Private Client Team is essential.
• Strong written and verbal communication skills.
• Excellent attention to detail.
• Willing to engage in, and be committed to ongoing professional development and guidance.
• Keenness to become involved with business development activities.
• Committed to ongoing research and exploration of relevant materials and information.
• Ability to prioritise and manage a varied workload, seeking advice when required.
• Accountable for meeting deadlines and maintaining appropriate communication with the client.
• Committed to providing clients with sector leading advice and guidance.

TMM Recruitment INDLEG