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- Tasks: Lead advisory work for high net worth clients and develop innovative tax solutions.
- Company: Join a prestigious firm with a focus on client care and professional growth.
- Benefits: Flexible hybrid working model, competitive salary, and opportunities for continuous development.
- Why this job: Make a real impact on clients' financial futures while advancing your career.
- Qualifications: CTA qualification or equivalent with proven experience in personal tax advice.
- Other info: Collaborative environment with opportunities to mentor junior professionals.
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 Client in Cambridge employer: PEM
Contact Detail:
PEM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Director - Private Client in Cambridge
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past work or case studies that highlight your skills in private client tax advisory. We want to see how you’ve made a difference for clients in the past — it’s all about demonstrating your value!
✨Tip Number 4
Don’t forget to follow up! After an interview, send a thank-you email to express your appreciation for the opportunity. It’s a great way to keep yourself top of mind and show that you’re genuinely interested in the role. And remember, apply through our website for the best chance!
We think you need these skills to ace Assistant Director - Private Client in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Director role. Highlight your experience in private client tax advisory and any relevant qualifications like CTA, STEP, ACA, or ACCA. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you’re passionate about advising high net worth individuals. Let us know how you can contribute to our team’s success.
Showcase Your Client Care Skills: In your application, emphasise your exceptional client care abilities. We’re looking for someone who can build strong relationships and demonstrate commercial acumen. Share examples of how you've successfully managed client expectations in the past.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
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 or scenarios where you've successfully advised clients, as this will showcase your expertise and experience.
✨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 understand. This will demonstrate your ability to connect and engage with high net worth individuals.
✨Demonstrate Business Development Acumen
Be prepared to talk about your experience in developing new business. Think of specific strategies you've implemented in the past and how they contributed to growth. This shows that you not only have the technical skills but also the commercial awareness needed for the role.
✨Mentorship Matters
Since you'll be supervising junior professionals, think about how you've mentored others in the past. Share examples of how you've fostered their growth while maintaining high standards. This will highlight your leadership qualities and commitment to continuous professional development.