Private Wealth Solicitor (private client) - #2189243

THE BASICS

Company: Curle Stewart Limited

Team: Private Wealth

Role: Private Wealth Solicitor

Type: Full time – permanent (office hours 9am-5.30pm Monday – Friday)

Based: Glasgow City Centre Office

Salary: to be agreed with candidate

REASON FOR RECRUITMENT

Due to expansion, we are looking to recruit an additional Private Wealth Solicitor for our busy

team.

REQUIRED EXPERIENCE

Reporting to the Head of Department, the right candidate will have experience in:

• Preparing and advising on Wills and Powers of Attorney;

• High net worth and ultra-high net worth Inheritance Tax planning including advising

on asset transfers, lifetime and death planning;

• Estate administration;

• Creation and variation of Trusts;

• Trust administration including calculation of 10 year and exit charges;

• Winding up trusts; and

• Negotiating with HM Revenue and Customs.

ESSENTIALS

The right candidate will:

• Be a qualified Solicitor in Scotland with a strong background in private client work;

• Have excellent mathematic skills;

• Have proven technical expertise in wills, estates, trusts, and succession planning;

• Have excellent client care, compliance, communication and relationship-building skills;

• Have a strong commercial awareness and ability to contribute to the growth of the firm;

• Be able to manage a full case load proactively and independently as well as working

collaboratively with the team;

• Be able to work to financial targets;

• Be willing to attend business development events both during the working day and

outwith normal working hours;

• Assist with training junior staff;

• Ideally have 3 years PQE+ experience in the private client/wealth field; and

• Speak fluent English and have the right to work in Scotland.

PREFERRED SKILLS BUT NOT ESSENTIAL

• Be STEP qualified (or working towards it);

• Guardianship and Intervention Order court experience;

• Contentious estates and trusts experience;

• Cross border estate planning experience; and

• Cross border estate administration experience

HOW TO APPLY

Send your CV and a covering note expressing your interest in the position to Stephanie Christie-Carmichael at [email protected]