At a Glance
- Tasks: Provide exceptional client service and manage statutory accounts for private clients.
- Company: Join Saffery Champness, a leading firm in private client services.
- Benefits: Professional development opportunities and training towards CTA or STEP qualifications.
- Other info: Collaborative environment with opportunities for growth and learning.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: ACA/ACCA qualified with experience in trust structures and strong technical skills.
The predicted salary is between 45000 - 55000 £ per year.
Saffery Champness is looking for a candidate to join their Private Client Business Group in London. This role involves providing exceptional client service, managing statutory accounts, and working closely with partners on advisory services.
The successful candidate should hold an ACA/ACCA qualification and have experience with trust structures, strong technical skills in FRS102 & FRS105, and excellent interpersonal capabilities.
Opportunities for professional development and training towards CTA or STEP qualifications will be provided.
Private Wealth Assistant Manager: Trusts & Accounts in London employer: Saffery Champness
Saffery Champness is an excellent employer, offering a dynamic work environment in London where exceptional client service and professional growth are at the forefront. With a strong commitment to employee development, including support for CTA or STEP qualifications, and a collaborative culture that values technical expertise and interpersonal skills, this role provides a meaningful opportunity to thrive in the private client sector.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Assistant Manager: Trusts & Accounts in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by practising common questions related to trusts and accounts. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your technical skills! Be ready to discuss FRS102 & FRS105 in detail during interviews. We suggest bringing examples of how you've applied these standards in previous roles to demonstrate your expertise.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive opportunities listed that you won’t find anywhere else.
We think you need these skills to ace Private Wealth Assistant Manager: Trusts & Accounts in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Wealth Assistant Manager role. Highlight your ACA/ACCA qualifications and any experience you have with trust structures. We want to see how your skills align with what Saffery Champness is looking for!
Showcase Your Technical Skills:Don’t forget to emphasise your technical skills in FRS102 & FRS105. We know these are crucial for the role, so give us examples of how you've used these standards in your previous work. It’ll make your application stand out!
Highlight Interpersonal Skills:Since this role involves exceptional client service, make sure to showcase your interpersonal capabilities. Share experiences where you’ve successfully managed client relationships or worked closely with partners. We love to see teamwork in action!
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 directly, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at Saffery Champness
✨Know Your Trust Structures
Make sure you brush up on your knowledge of trust structures before the interview. Be prepared to discuss how you've managed these in previous roles and how they relate to the responsibilities of the Private Wealth Assistant Manager position.
✨Showcase Your Technical Skills
Since strong technical skills in FRS102 & FRS105 are crucial, be ready to demonstrate your understanding of these frameworks. You might even want to prepare a couple of examples where you've applied these standards in your work.
✨Highlight Your Client Service Experience
Exceptional client service is key in this role. Think of specific instances where you've gone above and beyond for clients, and be ready to share those stories. This will show your potential employer that you understand the importance of client relationships.
✨Ask About Professional Development Opportunities
Since the role offers training towards CTA or STEP qualifications, don’t hesitate to ask about these opportunities during the interview. It shows your eagerness to grow and develop within the company, which is always a plus!
