At a Glance
- Tasks: Lead a team in estate and tax planning for private clients.
- Company: Nelson Bridges, a leading firm in Coventry with a focus on client care.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and flexible working options.
- Other info: Join a dynamic team with opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while growing your leadership skills.
- Qualifications: STEP membership and strong expertise in estate and tax planning required.
The predicted salary is between 50000 - 65000 £ per year.
Nelson Bridges is seeking a senior Private Client specialist in Coventry to lead the firm's Private Client offering, focusing on estate and tax planning. The successful candidate will manage a team, handle a varied caseload, and drive performance and growth.
This role requires STEP membership and strong technical expertise, along with excellent communication and leadership skills.
The firm offers:
- Competitive salary
- 25 days holiday
- Pension scheme
- Flexible working arrangements
Private Client Lead — Estate & Tax Planning employer: Nelson Bridges
Nelson Bridges is an exceptional employer, offering a dynamic work environment in Coventry where you can lead a dedicated team in Private Client services. With a strong focus on employee growth, competitive salaries, and benefits such as 25 days of holiday and flexible working arrangements, we foster a culture that values both professional development and work-life balance, making it a rewarding place to advance your career in estate and tax planning.
