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- Tasks: Manage a diverse portfolio of individual and trust clients while handling compliance and advisory projects.
- Company: A thriving small practice with a strong focus on tax and a supportive team culture.
- Benefits: Hybrid working, CPD encouragement, support for professional qualifications, and career progression opportunities.
- Other info: Exciting growth phase with plenty of room for personal and professional development.
- Why this job: Join a growing firm and develop your tax/trust expertise with interesting and complex clients.
- Qualifications: ACA qualification and a passion for tax and trust management.
The predicted salary is between 43200 - 72000 £ per year.
This very successful and expanding small practice has a strong tax bias and a client base of UHNW, HNW, landed estates, trusts, significant family groups and non-domiciled individuals. The team is looking to bring an additional manager on board to handle a portfolio of individual and trust clients. You will manage and review all associated compliance and get involved in a whole range of really interesting advisory projects.
The role would particularly suit an ACA looking to further develop a tax/trust specialism by working with friendly and knowledgeable colleagues on interesting and complex clients. The firm has a hybrid working policy, actively encourages CPD and will support additional professional qualifications. There is plenty of scope for progression as the firm enters a really exciting period of growth.
Private Client Manager employer: Buckley Consulting LLP
Contact Detail:
Buckley Consulting LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to a referral, which is gold dust in the job market.
✨Tip Number 2
Prepare for the interview by researching the firm’s recent projects and their approach to tax and trust management. This shows you’re genuinely interested and ready to contribute to their exciting growth phase.
✨Tip Number 3
Don’t just wait for job openings; be proactive! If you see a firm you love, reach out directly. Express your interest in potential roles and how you can add value to their team.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Private Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Manager role. Highlight your tax and trust expertise, as well as any relevant advisory projects you've worked on. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about working with UHNW and HNW clients. Share specific examples of your experience and how it relates to the role. We love a good story!
Showcase Your Professional Development: Since we actively encourage CPD and support additional qualifications, mention any ongoing or completed professional development courses. This shows us you're committed to growing your expertise in tax and trusts, which is super important for this role.
Apply Through Our Website: We recommend applying directly through our website for the best chance of getting noticed. It’s straightforward and ensures your application lands in the right hands. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Buckley Consulting LLP
✨Know Your Tax and Trust Basics
Make sure you brush up on your tax and trust knowledge before the interview. Given the firm's strong tax bias, being able to discuss relevant regulations and recent changes in tax law will show that you're serious about the role and understand the complexities involved.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your experience with UHNW and HNW clients, as well as any specific challenges you've faced and how you overcame them. This will demonstrate your capability to handle their diverse needs.
✨Engage with Advisory Projects
Be ready to discuss your involvement in advisory projects. Think of specific instances where you've provided valuable insights or solutions for clients. This will illustrate your proactive approach and ability to contribute to interesting projects within the firm.
✨Emphasise Your Commitment to Professional Development
Since the firm encourages CPD and supports additional qualifications, express your enthusiasm for continuous learning. Mention any relevant courses or certifications you're considering, and how they align with your career goals in tax and trusts.