Private Wealth Manager
2 weeks ago
About Us
Chadwick Nott is a renowned firm in the private client sector, boasting a dynamic private client team. Our clients are typically highly successful entrepreneurs with assets ranging from £50m to £500m. The team assists them in managing their wealth and structuring their investments.
Estimated Salary: £80,000 - £110,000 per annum
Role Overview
This is a fantastic opportunity for a financial planning specialist to join our private client team. As a financial planning specialist, you will provide advice to high net worth individuals on tax planning strategies and ensure compliance with all relevant tax laws.
Responsibilities
- Advising clients on tax planning strategies;
- Maintaining accurate records and ensuring compliance with all relevant tax laws;
- Providing excellent customer service and building strong relationships with clients;
- Working closely with other members of the team to achieve business objectives.
Requirements
- Degree in accounting or finance;
- Relevant professional qualifications, such as ACA or ACCA;
- Strong understanding of tax laws and regulations;
- Excellent communication and interpersonal skills;
- Ability to work independently and as part of a team.
Benefits
- Opportunities for career development and progression;
- Flexible working hours;
- Comprehensive pension scheme;
- Access to industry-leading training and development programs;
- Collaborative and supportive team environment.
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