Lead Private Wealth Advisor

3 days ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time
About the Opportunity

Evelyn Partners offers an exciting opportunity for a Lead Private Wealth Advisor to join our team. As part of this role, you will be responsible for supporting Assistant Managers, Managers, and Directors across their client portfolios and contributing to various projects.

About You
  • Significant experience in a professional services firm.
  • Strong knowledge of private client tax issues, including complex capital gains tax and inheritance tax matters.
  • Effective communication and people management skills.
  • Ability to develop new business into profitable long-term relationships.
  • Qualified Chartered Accountant (ACA) and/or Chartered Tax Adviser (CTA).
What We Offer
  • Estimated annual salary: £85,000.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.


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