Private Client Solicitor – Glasgow / Hybrid
Frasia Wright Associates
- Glasgow
- Permanent
- Full-time
- Preparing accurate and legally sound documents based on client instructions, ensuring compliance.
- Conducting in-depth consultations with clients to understand their unique needs, provide expert advice, and gather instructions for the preparation of Wills, Powers of Attorney, Testamentary Trust Plans, and Family Protection Trusts
- Meeting monthly fee targets effectively pricing and selling estate planning services to clients.
- Proactively developing and nurturing relationships with Charities, Financial Advisors, and other strategic partners to generate new business opportunities.
- Supervising and utilising the skills of support staff within the team, ensuring tasks are efficiently delegated and performance is managed.