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If you'd like to join the team at Gilson Gray and you think you'll be our next great hire, please fill out an application form.

Partner / Associate Level Candidates

Our confidence is growing….

Are you looking to grow your career? Are you feeling energised to step-up to the next level in your career journey? So are we……… and we invite you to join us.  Gilson Gray is nearly 6 years old and we continue to defy the trends in the legal industry by growing.  In 2014, we were the largest new start full service law firm in Scottish history.  In 2020, we have offices in Edinburgh, Glasgow, East Lothian and Dundee.  We have a lettings business and we have added new legal services.  We have expanded in size and we have expanded in confidence.

We are therefore looking for senior candidates to join our business. If you are a Partner or Associate level individual, with a proven business development capability and portable client income, we would like to speak to you.

You must be driven and technically excellent in your chosen field. You must also be the type of person that others want to work with.

We run our business in a dynamic and inclusive manner. We do an excellent job for our clients. We have a culture of approachability. If that sounds like you, please get in touch.

Credit Control Manager

Overall Objective

To manage sums due to the Firm in accordance with collection targets, working alongside the existing Credit Control Manager.

Required Knowledge and Experience

  • Previous Credit Control experience is essential, ideally in a senior or managerial position.
  • Experience of working in a legal firm is preferred but not essential.
  • Experience of working with Envision/Lawsoft is preferred but not essential.

Skills Required

  • Proficiency in Microsoft Excel

The ability to:

  • Plan and organise own work effectively
  • Focus on daily and monthly collection targets
  • Develop good working relationships with external and internal clients
  • Communicate professionally, confidently and diplomatically at all times.

Tasks

  • Send out all invoices raised by the business directly to clients by email
  • Ensure compliance with the Firm’s internal Credit Control procedure so all debts are chased in accordance with agreed timescales and then escalated where necessary.
  • Working closely with the debtors’ ledger, to ensure all due/overdue invoices are addressed and obtain payment dates.
  • Take responsibility for all queries as required from both clients and internal contacts through to completion.
  • Work closely with Cashroom to ensure correct allocation of payments received and provide assistance where needed.
  • Liaise daily with internal Credit Control Committee regarding collections received.
  • Review client balances on a daily basis to ensure allocations are maximised.
  • Hold bi-monthly internal meetings with all Partners to review aged debt and ensure all issues are resolved in a timely manner.
  • Report any issues or concerns to the Assistant Finance Director/Finance Director.
  • Take card payments via online terminal.
  • Handle any ad hoc calls from clients and internal contacts.
  • Produce copies of invoices and time summaries to clients and internal contacts as required.
  • Raise credits once internally approved.

Financial Adviser

Location: Edinburgh/Glasgow/Dundee/North Berwick

Minimum Requirements: Level 4 Diploma in Regulated Financial Planning

Earnings: Self-employed opportunity with uncapped earnings and the opportunity to build value within the practice

Are you a qualified advice professional looking to progress your career?

 Since establishing in 2014, Gilson Gray Financial Management LLP is highly regarded as one of the fastest growing companies in Scotland. The company is a Senior Partner Practice of St. James’s Place Wealth Management and offers holistic wealth management advice to private and corporate clients across the UK.

Operating across the central belt of Scotland, Gilson Gray has further expansion plans and is looking for Financial Advisers to join us to provide holistic financial planning advice to private and corporate clients based across the UK. The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.

How Gilson Gray Financial Management will support you:

  • Bespoke support to smooth your transition into our business
  • Existing client servicing opportunities with both private and corporate clients
  • Access to our distinctive approach to investment management
  • The St. James’s Place Advice Guarantee*
  • Specialist advice and technical support
  • Exceptional marketing support, including client events
  • Support in working towards Chartered status
  • The power of the St. James’s Place brand
  • Streamlined administration allowing more face-to-face time with clients

ADDITIONAL MARKETING & ADMINISTRATION SUPPORT:

You will receive support and training to build your own network of introducer relationships. If you need help with lead generation, we can give you the sales and marketing support you need, with opportunities to access a portion our existing client bank.

You will have the benefit of working with well-trained people using proven processes and the latest technology. We will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration.

What we are looking for:

  • Diploma Level 4 qualified preferably with 1 years’ experience giving holistic financial advice
  • A professional attitude to work that helps us maintain a supportive culture within the business
  • Capability of working to a target efficiently, maximising and activating the potential of every lead
  • Looking for your next logical step in your career and can demonstrate that you are very proactive, dynamic and ambitious
  • A sufficient self- starter who can maximise the GGFM support structure behind you to reach your full potential
  • A focus on best practice, strong team spirit, positive customer outcomes and experience.
  • The ability to engage successfully with new leads and new customers efficiently and proactively

What will you be doing?

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients
  • Building and maintaining your client base
  • Providing clients with advice and guidance on lending, mortgage, investment and insurance products
  • Establishing client’s future requirements and tailoring advice and services to meet these needs
  • Giving sound advice on the best options available to safeguard client financial assets