Private Wealth Advisor

2 days ago


Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

About Cathedral Appointments Ltd

We are a renowned firm of independent financial planners seeking an experienced Private Client Tax Manager to join our team.

As a Financial Services Manager, you will be responsible for managing a portfolio of trust cases and high net-worth individuals, providing tax advice and compliance services, including IHT planning, residence and domicile, and CGT advice.

The role offers flexibility in location as well as hybrid working. We offer a competitive salary and benefits package, including:

  • Employer pension scheme
  • Cycle to work scheme
  • Client and employee referral bonuses
  • Employee assistance program
  • Virtual GP
  • Discounted shopping portal

Our ideal candidate will have previous experience in a tax compliance role and drafting reports. A strong understanding of compliance standards imposed by the various regulatory authorities for tax is essential. The successful candidate will be organised and able to plan time efficiently to meet deadlines, particularly during the January tax return season.

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience. If you are a motivated and experienced professional looking for a new challenge, please apply.



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