At a Glance
- Tasks: Provide top-notch advisory and compliance services for high-net-worth clients.
- Company: Award-winning Private Client team in London with a focus on diversity.
- Benefits: Competitive salary, hybrid working, and a clear path to Directorship.
- Other info: Opportunity for professional growth and development in a supportive environment.
- Why this job: Join a dynamic team and make a real impact on wealthy families' estates.
- Qualifications: ATT qualified or Part Qualified (& STEP) with a legal or accountancy background.
The predicted salary is between 35000 - 58000 £ per year.
An opportunity has arisen working within an award-winning Private Client team in London for a Trusts Senior / Assistant Manager to work with an elite portfolio. This team has had a record year both in terms of client wins and overall profits and is now seeking an entrepreneurial-minded and ambitious individual to provide 1st class advisory & compliance services.
This role would suit an individual who has good technical experience in Trusts and is comfortable moving into a mainly client-facing advisory role. You will be working with a portfolio of HNW and UHNW clients and working with wealthy families and estates. The role will be in a consulting capacity and you will be helping in the technical development of the Trusts juniors. You will also have the opportunity to join their acceleration Director programme and will be supported to develop through the ranks to Directorship where there are currently no blockers to reach.
Suitable candidates will be either ATT qualified or Part Qualified (& STEP) and will come from either a legal background or accountancy firm. You will have an entrepreneurial spirit and will enjoy working closely with clients.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Trust Senior / AM employer: Pro-Tax
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