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Private Client Manager
4 months ago
Chesterfield
up to £50,000
Full Time, Permanent
About the Firm & Role:
We are working with an award-winning firm with over 100 years' experience in their industry who are seeking a Private Client Manager to join the team due to continued growth.
This role would be based out the firms Chesterfield office, you will be joining a firm with over 100 employees which is continuing to grow year upon year. The firm specialises in Corporate Tax, Corporate Finance, Private Client, Wealth Management Services and is a market leader within the region.
You will be joining an incredibly supportive, knowledgeable and professional team who are involved in bespoke tax planning for a wide range of clients ranging from owner managed business, farmers and trusts and estates.
The team has won multiple awards over the years including employer of the year recently.
This role would suit individuals coming from a legal or financial background with extensive experience dealing with bespoke private client advice including Estate planning, property structuring and high net worth advisory, in addition to reviewing complex Trust SATRs/10 Year Charge returns and supervising and developing team members.
We are looking for individuals with strong technical skills and an excellent eye for detail, who enjoy client meetings and progressing new business opportunities.
Additional qualifications such as STEP/CTA would be preferable for this role.
The role would suit someone that wants to take the next step in their career, who is looking for a more manageable work life balance, interesting work for HNW individuals, including Trusts and possibly estates work and who wants to have an opportunity to help shape the future of the department.
About you:
- 3PQE+ experience working within a private client/tax space
- Proven collaboration skills
- Driven and ambitious individual
How to apply:
If this is of interest to you , please click the apply button. Alternatively, if you would like to discuss with Ross Roberts who is managing this vacancy, call for a confidential discussion.
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