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- Tasks: Manage relationships with high-net-worth clients and provide expert tax advice.
- Company: Blick Rothenberg, a leading tax and business advisory firm.
- Benefits: Flexible working options, 25 days annual leave, and a supportive team culture.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: Experience with trusts and estates, strong technical knowledge, and client management skills.
- Other info: Commitment to diversity and inclusion, with opportunities for personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Blick Rothenberg is a leading tax, accountancy, and business advisory firm founded on personal integrity and technical expertise. Our partner-led approach ensures clients receive excellent service from high-quality teams who combine skill with integrity. We take the time to understand our clients’ businesses and invest in long-term relationships to provide the best possible service.
What you’ll do:
- Manage relationships with individual HNW clients, including trustees and executors, acting as their primary point of contact.
- Review the annual compliance cycle for trust and estate accounts and tax returns.
- Draft complex tax advisory reports for Directors and Partner.
- Advise on CGT, IHT, domicile and residence issues, and the use of trust and company structures.
- Work closely with Senior Managers, Directors and Partners, supporting delivery and business development where appropriate.
- Identify planning opportunities and contribute to marketing and networking initiatives.
What you’ll bring:
- Experience working with trusts, estates and HNW individuals within a professional services environment.
- Strong technical knowledge across CGT, IHT, domicile/residence and trust/company structures.
- Confidence managing client relationships and acting as a trusted adviser.
- The ability to produce high-quality written advisory work for senior stakeholders.
- A collaborative approach and interest in contributing to business development and firm growth.
Inclusion and Diversity:
We are committed to celebrating individuality and recognising the power of diverse perspectives, providing equitable opportunities for growth and success, and holding ourselves accountable for making meaningful change together. We are a Disability Confident committed employer.
What’s in it for you?
We don’t believe in one-size-fits-all rules. Instead, we have BRighter Working, a flexible framework that helps our people work in ways that create the best experience for them and their teams, while continuing to deliver outstanding service to our clients.
- Hybrid working: Teams collaborate across multiple locations — BR offices, client sites, home, or elsewhere.
- Smarter working: Find simpler, more efficient ways to deliver services, supported by tech or process improvements.
- Flexible working: Temporary or permanent adjustments to your working pattern, beyond the standard contract.
Our Benefits at a glance:
25 days annual leave +
Private Client Manager (Trust and Family Office) in London employer: Blick Rothenberg
Contact Detail:
Blick Rothenberg Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager (Trust and Family Office) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at Blick Rothenberg.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate, but the right fit!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. The more comfortable you are discussing your skills and experiences, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Blick Rothenberg team. Let’s get you that Private Client Manager role!
We think you need these skills to ace Private Client Manager (Trust and Family Office) in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Client Manager role. Highlight your experience with trusts, estates, and HNW individuals, as well as your technical knowledge in CGT and IHT. We want to see how your skills align with what we do!
Showcase Your Writing Skills: Since high-quality written advisory work is key for this position, include examples of your best writing. Whether it’s reports or client communications, let us see your ability to convey complex information clearly and professionally.
Demonstrate Relationship Management: We’re looking for someone who can manage client relationships confidently. In your application, share specific examples of how you’ve built trust and rapport with clients in the past. This will help us understand your approach to client management.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Blick Rothenberg!
How to prepare for a job interview at Blick Rothenberg
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, estates, and high-net-worth individuals. Familiarise yourself with key concepts like CGT, IHT, domicile, and residence issues. This will not only help you answer technical questions but also show that you're genuinely interested in the role.
✨Showcase Your Relationship Skills
Since managing client relationships is a big part of the job, be ready to share examples of how you've successfully built and maintained relationships in the past. Think about specific situations where you acted as a trusted adviser and how you navigated challenges.
✨Prepare Thoughtful Questions
Interviews are a two-way street, so come prepared with insightful questions about the firm’s approach to client service and business development. This shows that you’re not just interested in the role, but also in how you can contribute to the firm's growth and success.
✨Embrace the Firm's Values
Blick Rothenberg values integrity, collaboration, and diversity. Make sure to highlight how your personal values align with theirs during the interview. Share experiences that demonstrate your commitment to these principles, as it will resonate well with the interviewers.
