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 employer: Saffery Champness
Saffery Champness is an excellent employer, offering a dynamic work culture in the heart of London where collaboration and client service excellence are paramount. Employees benefit from comprehensive professional development opportunities, including support for CTA or STEP qualifications, ensuring continuous growth in their careers while enjoying a supportive environment that values teamwork and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Assistant Manager: Trusts & Accounts
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. We all know that sometimes it’s not just what you know, but who you know that can help you land that Private Wealth Assistant Manager role.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical skills. Make sure you’re comfortable discussing FRS102 & FRS105, as well as trust structures. We want you to shine when they ask about your experience!
✨Tip Number 3
Show off your interpersonal skills! During interviews, be sure to demonstrate how you can provide exceptional client service. We know that strong communication is key in this role, so let your personality shine through.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate candidates ready to grow with us in the Private Client Business Group.
We think you need these skills to ace Private Wealth Assistant Manager: Trusts & Accounts
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 qualification 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 make them stand out in your application. Use specific examples to demonstrate your expertise!
Highlight Interpersonal Skills:Since this role involves exceptional client service, it’s important to showcase your interpersonal capabilities. Share experiences where you’ve successfully managed client relationships or worked closely with partners. We love a good story!
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 and ensures you don’t miss out on any important updates. Let’s get your application rolling!
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 ready to discuss how you've managed these in previous roles, as well as any challenges you've faced and how you overcame them.
✨Showcase Your Technical Skills
Since the role requires strong technical skills in FRS102 & FRS105, prepare to demonstrate your understanding of these frameworks. You might be asked specific questions, so having examples from your past experience will help you stand out.
✨Highlight Your Client Service Experience
Exceptional client service is key for this position. Think of 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.
✨Express Your Desire for Professional Development
Saffery Champness offers opportunities for further qualifications like CTA or STEP. Make sure to express your enthusiasm for professional growth and how you plan to take advantage of these opportunities to enhance your skills.
