Private Wealth Management Professional

2 days ago


Shrewsbury, Shropshire, United Kingdom Alexander Lyons Solutions Full time

Discover a challenging and rewarding career in Private Wealth Management with Alexander Lyons Solutions.

About the Opportunity

We're seeking a skilled Private Wealth Management Professional to join our Advisory team in Shrewsbury, Shropshire & Cheshire. As a key member of our team, you'll work closely with high-net-worth individuals and their families, providing bespoke advice on inheritance tax, trusts, residency, and capital gains tax.

Your Key Responsibilities
  • Provide expert guidance on inheritance tax, trusts, residency, and capital gains tax to our discerning client base.
  • Develop and maintain strong relationships with clients, delivering exceptional service and building trust.
  • Collaborate with accounts and audit teams to deliver seamless, integrated solutions.
  • Stay ahead of legislative changes, ensuring clients are prepared for the future.
  • Share your technical expertise with colleagues, fostering a culture of excellence and continuous learning.
About You

To succeed in this role, you'll need:

  • A STEP or CTA qualification (or working towards it).
  • A minimum of 5 years' advisory experience in an accountancy practice setting.
  • Expertise in inheritance tax, trusts, residency, and capital gains tax.
  • Outstanding communication and interpersonal skills.
  • A proactive, solutions-focused mindset.
About Us

Alexander Lyons Solutions is a dynamic firm that prioritizes innovation, continuous learning, and outstanding client service. We offer a supportive environment where you can grow your career in Private Wealth Management, with opportunities for professional development and growth.

This is an exciting opportunity to join a collaborative team that values expertise, creativity, and results-driven approach. If you're passionate about wealth management and eager to make a difference, we encourage you to apply.



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