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- Tasks: Lead advisory work for high net worth clients and develop bespoke tax solutions.
- Company: Join a prestigious firm with a respected Private Clients team.
- Benefits: Flexible hybrid working model, competitive salary, and professional development opportunities.
- Why this job: Make a tangible impact on clients' financial futures while advancing your career.
- Qualifications: CTA qualification or equivalent with proven experience in personal tax advice.
- Other info: Opportunity to mentor junior professionals and manage complex projects.
The predicted salary is between 36000 - 60000 £ per year.
Are you ready to take a leading role in advising high net worth individuals and their families? We are seeking an exceptional Assistant Director to join our respected Private Clients team. Join a prestigious firm where your expertise will be used to provide sophisticated tax solutions for high-net-worth individuals and their families.
You will work alongside Directors and Partners to deliver bespoke tax advice and innovative planning solutions. This is not a compliance role — it’s a varied position where you’ll play a leading part in advisory work, business development, and assisting the team to meet its 2030 strategy. Your expertise will help to drive innovative planning solutions that make a tangible difference to our clients’ financial futures.
Candidates must possess a CTA qualification, although other recognised accounting qualifications, such as STEP, ACA, or ACCA, will also be considered, provided they have proven post qualification experience in personal tax advice. To succeed, you will bring significant experience in private client tax advisory and planning, combined with strong technical expertise and exceptional client care.
You will be an accomplished communicator, able to build and strengthen relationships with clients, while demonstrating the commercial acumen and market awareness needed to identify opportunities and anticipate challenges. Proven success in developing new business will be matched by a track record of effectively managing multiple complex projects and priorities.
You will have experience supervising and mentoring junior professionals, fostering their growth while maintaining the highest technical and professional standards. A commitment to continuous professional development and technical excellence will be central to your approach.
We offer a flexible, hybrid working model that blends time in our Cambridge and Milton offices with the option to work from home — giving you the best of both worlds.
Assistant Director – Private Clients employer: PEM
Contact Detail:
PEM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Director – Private Clients
✨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. A personal recommendation can go a long way, especially for a role as prestigious as Assistant Director – Private Clients.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client care skills. Be ready to discuss how you've successfully managed complex projects and developed new business in the past. Show them you’re the perfect fit for their team!
✨Tip Number 3
Don’t forget to showcase your mentoring experience! Highlight how you've helped junior professionals grow in their roles. This is key for a leadership position like the one at PEM, so make sure it shines through in your conversations.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team and ready to contribute to their 2030 strategy.
We think you need these skills to ace Assistant Director – Private Clients
Some tips for your application 🫡
Show Off Your Expertise: Make sure to highlight your CTA qualification and any other relevant qualifications like STEP, ACA, or ACCA. We want to see how your experience in private client tax advisory can make a difference!
Tailor Your Application: Don’t just send a generic CV! Tailor your application to reflect the specific skills and experiences that align with the Assistant Director role. We love seeing how you can contribute to our 2030 strategy.
Communicate Clearly: As an accomplished communicator, your application should reflect that! Use clear and concise language to demonstrate your ability to build relationships and convey complex ideas effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our Private Clients team!
How to prepare for a job interview at PEM
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around personal tax advice and planning. Be ready to discuss specific cases where you've successfully advised high-net-worth clients, showcasing your expertise and problem-solving skills.
✨Showcase Your Communication Skills
As an Assistant Director, you'll need to build strong relationships with clients. Prepare examples of how you've effectively communicated complex tax solutions in a way that clients can easily understand. This will demonstrate your ability to connect and engage with them.
✨Demonstrate Business Development Acumen
Be prepared to talk about your experience in developing new business. Share specific strategies you've used to identify opportunities and how you've successfully managed multiple projects. This shows you're not just about compliance but also about growth and innovation.
✨Mentorship Matters
Since you'll be supervising junior professionals, think of examples where you've mentored others. Discuss how you've fostered their growth while maintaining high standards. This will highlight your leadership skills and commitment to continuous professional development.