Senior Private Wealth Manager
9 hours ago
We are searching for an accomplished Senior Private Wealth Manager to lead our expansion into new markets at Fletcher George Financial Recruitment. This is a fantastic opportunity for an experienced Private Client specialist to drive growth and advancement within the office.
The successful candidate will have a deep understanding of tax-related topics such as Inheritance Tax planning, CGT, Trusts, and Estates. They should also possess strong leadership abilities and be able to manage a diverse client base efficiently.
The estimated annual salary for this role is approximately £150,000, contingent on the candidate's level of experience.
Main Duties:
- Manage a diverse portfolio of clients, encompassing UK Residents and Non-Domiciles, providing expert guidance on tax-related matters.
- Drive the growth and development of the Tax department, focusing on acquiring new clients and delivering a cohesive service.
Additional Benefits:
- Life assurance coverage
- Eyecare benefits
- Private medical insurance
- Dental care and healthcare insurance
- Flexible work arrangement options
- Part-time schedules available
See the job description below for further details on this engaging opportunity.
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