HNWI Portfolio Specialist

3 days ago


Bromsgrove, Worcestershire, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

We are seeking a skilled Professional Tax Senior to join our team in Bromsgrove. The ideal candidate will have experience managing client portfolios, dealing with compliance and advisory issues, and working closely with directors and partners.

This is a fantastic opportunity for someone looking to progress their career, with a clear structured progression plan and the chance to gain CTA qualifications.

Job Highlights:

  • Manage complex client portfolios
  • Develop strong relationships with clients and colleagues
  • Work collaboratively as part of a dynamic team

What We Offer:

  • Competitive salary (£45,000 - £60,000 dependent on experience)
  • Clear progression plan for career advancement
  • Support for CTA qualifications

About Us:

  • Pro-Tax Recruitment Limited: A leading accountancy recruitment firm
  • Committed to diversity and inclusion in the workplace


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