Private Client Manager

4 days ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Group Full time
About the Role:

We are seeking a highly skilled Private Client Manager to join our team at Evelyn Partners Group. As a leading integrated wealth management and professional services group, we deliver exceptional client service and expertise in private client tax. In this role, you will be responsible for managing a portfolio of high net worth clients, developing and implementing tailored tax planning strategies to minimize their tax liabilities. Your technical expertise and knowledge of UK tax laws and regulations will be essential in delivering excellent client service and meeting the needs of our discerning clients.

You will have significant experience in private client tax gained within a professional practice, as well as demonstrable knowledge of tax planning and associated professional advice. You will also possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

This is an exciting opportunity to join a dynamic and growing team, where you will have the chance to develop your skills and expertise in private client tax. You will work in a supportive and inclusive environment, with access to extensive training and development opportunities. We offer a competitive salary of $130,000 per annum, plus benefits including private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, and shared parental leave.

Evelyn Partners Group is committed to diversity, equity, and inclusion. We value the differences that a diverse workforce brings and strive to create an environment that is representative of society and our clients. If you are passionate about private client tax and want to make a real difference, please apply for this exciting opportunity.

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