Senior Wealth Planning Professional

1 week ago


Romsey, Hampshire, United Kingdom THRINGS Full time

Thrings is looking for an exceptional Private Client Partner to join their Romsey office. This senior role offers a unique opportunity to lead a team and work with a diverse range of clients, utilizing your expertise in private client advice and wealth planning.

Job Description

The successful candidate will have a broad caseload, encompassing estate administration, tax-efficient wealth planning, trusts, companies, and partnerships. You will advise on inheritance tax and capital gains, leveraging trusts and partnerships to achieve optimal results.

This role requires strong leadership skills, enabling you to inspire and motivate a team. You will be responsible for delivering exceptional client service, working at pace, and meeting multiple deadlines. Thrings prides itself on its relationships with clients and referrers, and we are seeking someone who can maintain and develop these connections.

As a member of the Thrings team, you can expect a supportive and inclusive work environment. With flexible working arrangements, you can balance your time between home and the office. We also offer hot desking and various social events to foster collaboration and networking.

In return for your expertise, you can anticipate a competitive salary package, including benefits tailored to your needs and those of your family. These may include private medical insurance, dental insurance, health checks, and more.



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