Private Client Adviser

3 weeks ago


London, Greater London, United Kingdom Howells Consulting Ltd Full time
Job Description

Howells Consulting Ltd is seeking a talented Private Client Adviser to join our Private Client team. The role involves working closely with experienced directors and partners to provide tax and trusts planning advice to high net worth individuals and their families. You will oversee a portfolio of offshore and onshore trusts, including reviewing and preparing complex trust accounts and tax returns.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to manage third-party relationships and liaise with beneficiaries. They will also have a strong understanding of tax and trusts planning principles, with the ability to apply this knowledge in a practical context.

This is a client-facing role that requires a high level of professionalism and integrity. The successful candidate will be rewarded with a competitive salary of £60,000 - £80,000 per annum, depending on experience, and the opportunity to work in a supportive and sociable team environment.

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