Private Client Services Manager

1 week ago


Salisbury, Wiltshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

We are seeking a highly motivated and experienced Private Client Services Manager to lead and manage our Private Client team. As a key member of our team, you will be responsible for developing and maintaining relationships with Corporate and Individual Clients, both prospective and existing.

Key Responsibilities:

  • Develop and maintain relationships with clients, both prospective and existing, to deliver a great client experience.
  • Lead and manage the Private Client team, setting clear objectives and targets to ensure the team's success.
  • Monitor and implement team performance, identifying areas for improvement and implementing corrective actions as needed.
  • Maintain effective communication with various teams within the business, including Paraplanning, Compliance, Client Liaison, and Service Centre teams.
  • Responsible for recruitment, training, and development of the individual team, carrying out regular one-to-ones and annual appraisals.
  • To take responsibility for ensuring that the team are managing their new pipeline business, monitoring month-end income to ensure it is put on risk in a timely manner.

Requirements:

The ideal candidate will have a strong background in private client services, with experience in managing a team. You will also have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.



  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Job OpportunityWe are seeking a highly skilled team member to join our Private Tax team in Salisbury, responsible for delivering annual tax compliance work for a diverse portfolio of clients.As an Assistant Manager, you will be part of the delivery team working on client compliance and planning tasks, yearly routine checks, and practice development. This...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    The role of Senior Tax Advisor is a key position within our Private Tax team in Salisbury. As a Senior Tax Advisor, you will be responsible for ensuring the administration of the portfolio, including all aspects of compliance, accounts, tax returns, and tax computations, as well as providing expert advice on personal tax affairs.The ideal candidate will have...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited seeks an experienced Private Client Tax Manager to join our team in Salisbury. As a key member of our Private Tax team, you will be responsible for delivering high-quality tax compliance services to a wide-ranging portfolio of clients.Your responsibilities will include ensuring the administration of the portfolio is...


  • Salisbury, Wiltshire, United Kingdom Michael Page Full time

    This role is ideal for an experienced tax professional who excels at managing complex personal client relationships and delivering innovative tax solutions. As a Senior Private Client Tax Manager, you will be expected to provide expert advice, mentor junior team members, and contribute to the firm's business development.Our client is a leading player in the...


  • Salisbury, Wiltshire, United Kingdom Michael Page Full time

    About the RoleThis Tax Manager position involves managing a diverse portfolio of clients and delivering exceptional customer service within a thriving Top-10 accountancy practice in southern Wiltshire. As a trusted advisor, you will collaborate with the senior leadership team to lead local tax operations and developments.Company OverviewThe company is a...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Achieve Success as a Tax Professional with Evelyn PartnersIn this dynamic role, you will have the opportunity to develop your skills and expertise in Private Client Tax services. You will work closely with our team to deliver exceptional service to clients and help them meet their tax compliance obligations.Your responsibilities will include:Preparing tax...


  • Salisbury, Wiltshire, United Kingdom Michael Page (UK) Full time

    We are seeking an experienced Private Client Tax Manager to join our team in southern Wiltshire. As a key member of our tax department, you will be responsible for leading and developing a growing team of tax professionals.The ideal candidate will have a strong background in tax advisory services, with a deep understanding of UK tax laws and regulations.You...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    About the Role">We are looking for a Private Client Tax Specialist to join our team in Salisbury. The successful candidate will have significant experience in managing complex tax affairs and a strong understanding of private client tax issues.">Responsibilities">Manage a portfolio of personal clients with complex tax affairs, including HNWIs, agricultural...


  • Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    **About the Role:**We are looking for a skilled Private Client Specialist to join our team in Salisbury. As a senior member of the department, you will be responsible for managing a portfolio of private client cases and providing expert advice to clients.**Salary:** £60,000 - £70,000 per annum, based on experience.**Key Responsibilities:**Acting on behalf...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Are you a skilled tax professional seeking a challenging role with Evelyn Partners? We are looking for a Private Client Senior Tax Manager to join our team in Salisbury.The successful candidate will have significant experience in private client tax, managing complex compliance issues and providing expert advice on succession planning and inheritance tax...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleThis is an exciting opportunity for a Graduate to join our Private Client Tax team in Salisbury. As a key member of our team, you will be responsible for providing excellent service to our clients and supporting them in achieving their financial goals.Key ResponsibilitiesLiaising with clients and third parties to obtain necessary...


  • Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    This is a fantastic opportunity for an NQ private client solicitor to join a Legal 500/Chambers rated team in the Salisbury office. The role will be working on a hybrid basis and offers top-quality work with excellent training and progression possibilities.The successful candidate will have a background in private client and be between NQ - 3 years' PQE. On...


  • Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    About the RoleThis Private Client Solicitor role is an excellent opportunity to work closely with other members of the wider private client department and contentious trusts and probate team.You will be acting on behalf of charities involving complex grant applications and administering large and complex taxable estates including large farms and landed...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    About the RoleWe're seeking a talented team member to join our Private Tax team in Salisbury. As an Assistant Manager, you'll work on client compliance, planning, and routine checks. This is a fantastic opportunity to build your career in a growing team.

  • Graduate Accountant

    2 weeks ago


    Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Job DescriptionWe are looking for a talented Graduate to join our Private Client Tax team in Salisbury. As a key member of our team, you will be responsible for providing excellent service to our clients and supporting them in achieving their financial goals.Main ResponsibilitiesLiaising with clients and third parties to obtain necessary informationPreparing...


  • Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    This is an exciting opportunity for a skilled Private Client Solicitor to join our Salisbury office on a hybrid basis.We are looking for an NQ private client solicitor with a strong background in private client law to join our Legal 500/Chambers rated team. As a private client solicitor, you will work on top-quality cases and benefit from excellent training...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is a leading force in UK professional services and wealth management. We are committed to helping businesses and individuals achieve better outcomes through good advice and exceptional service.We are seeking a talented and enthusiastic individual to join our Private Client Tax team as a Graduate Tax Adviser. In this...


  • Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    We are seeking a motivated and ambitious NQ private client solicitor to join our thriving team in the Salisbury office. This exciting opportunity allows for hybrid working and is an excellent platform for professionals looking to grow their careers in a reputable commercial law firm.As a key member of our private client team, you will handle a diverse...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Unlock Your Potential in Private Client TaxWe are seeking talented individuals to join our Private Client Tax team at Evelyn Partners Fund Solutions Limited.About the Role:This is an exciting opportunity to embark on a career development programme, where you will gain hands-on experience and expertise in private client tax. You will be part of a dynamic team...


  • Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    Company Overview: We are a top-tier private client team based in Salisbury, Wiltshire. Our team is renowned for its exceptional expertise and dedication to delivering outstanding results for our clients.Salary and Benefits: We offer an attractive salary package of £36,000 - £46,000 per annum, which includes a range of benefits designed to support your...