Private Client Associate - UHNW Tax & Succession, Flexible in Surrey
Private Client Associate - UHNW Tax & Succession, Flexible

Private Client Associate - UHNW Tax & Succession, Flexible in Surrey

Surrey Full-Time 50000 - 65000 £ / year (est.) Home office (partial)
Motus

At a Glance

  • Tasks: Advise ultra-high-net-worth clients on tax and succession planning.
  • Company: Motus, a supportive team focused on your career growth.
  • Benefits: Competitive pay, flexible working arrangements, and clear career progression.
  • Other info: Opportunity for business development and advancement to Senior Associate.
  • Why this job: Join a nurturing environment and work on high-profile matters.
  • Qualifications: Over 2 years of experience in private client advisory.

The predicted salary is between 50000 - 65000 £ per year.

Motus is seeking a Private Client Associate with over 2 years of experience to join their team in Guildford. This exceptional opportunity involves advising ultra-high-net-worth clients on succession and tax planning. The role offers a clear path to Senior Associate, fostering your career with a nurturing team atmosphere.

You will get involved in business development while working on complex, high-profile matters. This position comes with competitive compensation and flexible arrangements.

Private Client Associate - UHNW Tax & Succession, Flexible in Surrey employer: Motus

Motus is an outstanding employer that prioritises the growth and development of its employees, offering a clear pathway to advancement within a supportive team environment. Located in Guildford, the firm provides competitive compensation, flexible working arrangements, and the opportunity to engage with ultra-high-net-worth clients on complex tax and succession matters, making it a rewarding place for professionals seeking meaningful work.
Motus

Contact Detail:

Motus Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Associate - UHNW Tax & Succession, Flexible in Surrey

✨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 on a role that’s perfect for you.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their approach to client relationships, especially with ultra-high-net-worth clients, so you can showcase how you fit into their team.

✨Tip Number 3

Practice your pitch! Be ready to explain your experience and how it aligns with advising clients on succession and tax planning. Confidence is key, so rehearse until it feels natural.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Let’s get you that Private Client Associate position!

We think you need these skills to ace Private Client Associate - UHNW Tax & Succession, Flexible in Surrey

Tax Planning
Succession Planning
Client Advisory
Business Development
Experience with Ultra-High-Net-Worth Clients
Complex Problem Solving
Attention to Detail
Communication Skills
Team Collaboration
Career Development Focus

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Private Client Associate role. Highlight your experience with ultra-high-net-worth clients and any relevant tax and succession planning expertise. We want to see how your background aligns with what we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our team. Don’t forget to mention your business development skills and any complex matters you've handled.

Showcase Your Soft Skills: In addition to your technical skills, we value soft skills like communication and teamwork. Make sure to include examples of how you’ve successfully collaborated with others or built relationships with clients in your application.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Motus

✨Know Your Stuff

Make sure you brush up on your knowledge of tax planning and succession strategies, especially as they relate to ultra-high-net-worth clients. Familiarise yourself with recent changes in legislation and be ready to discuss how these could impact your clients.

✨Showcase Your Experience

With over 2 years of experience required, be prepared to share specific examples from your past roles. Highlight any complex cases you've worked on and how you contributed to successful outcomes. This will demonstrate your capability and confidence.

✨Business Development Mindset

Since the role involves business development, think about how you can contribute to this aspect. Prepare ideas on how to attract new clients or enhance relationships with existing ones. Showing initiative here can set you apart from other candidates.

✨Cultural Fit Matters

Motus values a nurturing team atmosphere, so be sure to convey your ability to work collaboratively. Share experiences where you've successfully worked in a team, and express your enthusiasm for contributing to a positive workplace culture.

Private Client Associate - UHNW Tax & Succession, Flexible in Surrey
Motus
Location: Surrey

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