Wealth Management Advisor

2 weeks ago


St Albans, Hertfordshire, United Kingdom Clark Wood Full time

As a Wealth Management Advisor with Clark Wood in St Albans, you will have the opportunity to work with a prestigious regional firm that is expanding its Private Client team. We are looking for an experienced professional to join our dynamic team and contribute to our success.

Key Accountabilities
  1. Deliver expert advice on inheritance tax reviews and bespoke planning to minimize tax liabilities.
  2. Design and implement comprehensive trust planning solutions for high-net-worth clients.
  3. Prepare personalized wills that cater to individual needs and circumstances.
  4. Offer strategic property tax planning advice to optimize wealth preservation.
  5. Handle offshore aspects of taxation, including residency and domicile considerations for high-net-worth individuals.
  6. Evaluate and administer estate plans, ensuring precision and attention to detail.
  7. Review compliance documents, such as trust returns, IHT forms, and personal tax returns for high-net-worth individuals.

The ideal candidate must hold CTA qualifications and possess at least 5 years' experience in advising on inheritance tax and trusts.

This role offers a competitive salary package, estimated to be around £80,000 - £100,000 per annum, based on experience.


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