Private Client and Trust Consultant, Financial Services, Edinburgh

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Job Title:
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Salary Description:
£40,000 to £50,000 depending on experience plus attractive benefits
Job Ref:

Our client is a financial services business, their Private Client team seeks an experienced tax, trust and succession planning specialist. This might suit either a CTA qualified, STEP qualified or a lawyer. In this role you will apply your significant experience and technical expertise to provide high quality specialist tax, trust and succession planning advice and services to clients, you will be supported by a strong administrative function and will have a more junior adviser assisting with you on every client file. With autonomy to effectively manage your client bank and to proactively seek, identify and implement business development opportunities (both internal and external) plus being involved in setting and effecting the overall strategic direction of the department, this is an ideal role for someone whose technical expertise is matched by their commerciality. Client work includes:
o Wills
o Powers of Attorney
o Trust Deeds
o Inheritance tax, capital gains tax and income tax
o Tax returns (for individuals and trusts) and other HMRC forms
o Trust/probate accounting and estate administration (including acting on behalf of the in-house trust corporation)

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