The successful individual will manage a diverse and interesting portfolio of clients, including owner managed businesses and high net worth individuals.
Whilst you will be required to undertake compliance work, the main focus of the role will be upon delivering advisory and planning work.
The role also involves the coaching, development and day to day supervision of the team’s trainees.
We are looking for someone who is client driven and commercially aware. You will also need to be an excellent communicator with strong interpersonal skills.
The successful candidate will be able to demonstrate that they are a team player who is enthusiastic with a positive can-do attitude.
Proven experience in private client advisory work is essential, as is sound knowledge and experience of trusts and estates.
Preferably, you will be ACA/ACCA and CTA qualified. However, we are happy to consider applications from individuals who are CTA part-qualified or ATT qualified with the requisite experience. We are happy to provide CTA study support if appropriate.
Whilst we envisage this to be a full-time position, we are happy to consider requests to undertake the role on a part-time or alternative flexible basis.
We offer a competitive salary and benefits package, including a day’s leave for your birthday in addition to your annual holiday entitlement! The firm offers good work-life balance and the chance to work alongside friendly colleagues. We pride ourselves on our full Wellbeing & Employee Assistance Programme and charitable and social activities. We even offer free on-site parking!
If you like the sound of our vacancy then we would love to hear from you. Please apply by submitting your CV to: firstname.lastname@example.org