At a Glance
- Tasks: Lead and manage high-net-worth client portfolios while providing strategic tax advice.
- Company: Join a forward-thinking accountancy firm with a collaborative culture.
- Benefits: Flexible working, direct access to leadership, and continuous learning opportunities.
- Other info: Supportive culture that values individuality and offers clear career progression.
- Why this job: Empower entrepreneurs and make a real impact in private client advisory.
- Qualifications: CTA/ACA qualified with experience in advising high-net-worth individuals.
The predicted salary is between 60000 - 80000 £ per year.
Step Into a Leadership Role in Private Client Advisory. Empower entrepreneurs, guide high-net-worth individuals. This is your opportunity to join a forward-thinking accountancy and advisory firm that partners with the UK's most dynamic and fast-growing businesses. With a strong reputation for supporting entrepreneurial ventures and private clients, the firm offers a collaborative culture, global reach, and a commitment to helping clients and colleagues thrive in a changing world.
Your new role
As an Associate Director or Director within the Private Client Services team, you'll take the lead in managing a portfolio of high-net-worth individuals, families, and their associated structures. You'll provide strategic tax advice, oversee compliance, and build long-term relationships that position you as a trusted advisor. Your role will also involve mentoring junior team members, identifying new business opportunities, and contributing to the continued growth of the practice.
Key responsibilities
- Managing complex client portfolios and delivering tailored tax solutions
- Advising on succession planning, restructuring, and wealth preservation
- Overseeing billing, WIP, and client onboarding processes
- Building strong relationships with clients and intermediaries
- Leading projects and supporting the development of junior colleagues
- Ensuring compliance with quality and risk management standards
What you need to succeed
We're looking for someone who brings both technical expertise and a people‑first mindset. You'll need:
- CTA and/or ACA qualification (or equivalent)
- Strong experience advising high-net-worth individuals and their families
- A deep understanding of UK tax legislation and wealth structures
- Proven ability to manage client relationships and spot growth opportunities
- Confidence in networking and representing the firm in the market
- Leadership skills with a passion for mentoring and developing others
What you'll get in return
This role offers more than just a title—it’s a platform for long‑term growth. You'll benefit from:
- Flexible, agile working arrangements
- Direct access to senior leadership and a clear career path
- A supportive, inclusive culture that values individuality
- Modern collaboration spaces and continuous learning opportunities
- Recognition for your contributions and the freedom to shape your future
Private Client Services Associate Director/Director. Job in Birmingham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a leading accountancy and advisory firm in Birmingham that champions entrepreneurial spirit and high-net-worth client services. With a strong emphasis on collaboration, flexibility, and personal growth, this firm not only offers a clear career path and direct access to senior leadership but also fosters an inclusive culture where your contributions are recognised and valued. Embrace the opportunity to mentor others while shaping your own future in a dynamic environment that prioritises both professional development and work-life balance.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Services Associate Director/Director. Job in Birmingham LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! Create content related to private client advisory on social media or blogs. This not only showcases your knowledge but also positions you as a thought leader in the field.
✨Tip Number 3
Don’t just apply—engage! When you find a role that excites you, reach out to current employees or hiring managers. Ask questions about the company culture and express your enthusiasm for the position.
✨Tip Number 4
Utilise our website to apply! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Private Client Services Associate Director/Director. Job in Birmingham LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role. Highlight your expertise in managing high-net-worth clients and any relevant qualifications like CTA or ACA. We want to see how you can empower entrepreneurs and guide individuals!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client advisory and how your leadership skills can contribute to our collaborative culture. Be genuine and let your personality come through!
Showcase Your Achievements:Don’t just list your responsibilities—show us what you've achieved! Whether it's successful tax strategies or mentoring junior colleagues, we love to see concrete examples of how you've made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply directly 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 from our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Make sure you brush up on UK tax legislation and wealth structures. Being able to discuss these topics confidently will show that you’re not just qualified, but also genuinely interested in the field.
✨Showcase Your People Skills
Since this role is all about building relationships, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your ability to mentor others and how you’ve contributed to team success.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like advising a high-net-worth individual on succession planning. Think through your approach and be ready to explain your reasoning clearly.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions that show your interest in the firm’s culture and growth opportunities. This not only demonstrates your enthusiasm but also helps you gauge if the firm is the right fit for you.
