Senior Private Client Advisor

4 weeks ago


Cambridge, Cambridgeshire, United Kingdom Silverstone Technology Cluster Limited Full time
Senior Private Client Advisor

We are seeking a highly skilled Senior Private Client Advisor to join our Private Client team in Cambridge. As a key member of our team, you will provide bespoke estate planning advice to mid to high net worth clients, preparing complex Wills, Lasting Powers of Attorney, and Trust documentation. Your expertise in taxation, compliance, and reporting requirements will be invaluable in advising executors and trustees. You will also provide business succession planning to business owners and support the team on complex matters.

Key Responsibilities:
  • Providing estate planning advice to mid to high net worth clients
  • Preparing complex Wills, Lasting Powers of Attorney, and Trust documentation
  • Advising on taxation, compliance, and reporting requirements
  • Providing business succession planning to business owners
  • Supporting the team on complex matters
Requirements:
  • 8+ years PQE
  • Experience preparing self-assessment tax returns
  • SFE and/or STEP membership (desirable)
What We Offer:
  • Bonus
  • Holidays
  • Birthday Off & Voucher
  • Pension
  • Life insurance
  • Vitality health insurance
  • Medicash healthcare cash plan
  • Wellbeing support


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