Private Client Advisory Manager (IHT & Wealth Planning) in Belfast
Private Client Advisory Manager (IHT & Wealth Planning)

Private Client Advisory Manager (IHT & Wealth Planning) in Belfast

Belfast Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Deliver top-notch advisory services for high-net-worth clients on tax and wealth planning.
  • Company: Leading recruitment firm with a focus on high-quality client service.
  • Benefits: Flexible working, competitive benefits package, and career development opportunities.
  • Why this job: Join a high-performing team and make a real difference in clients' financial futures.
  • Qualifications: CTA / ACA / ACCA / ATT qualified with Private Client Tax experience.
  • Other info: Dynamic work environment with excellent growth potential.

The predicted salary is between 36000 - 60000 £ per year.

A leading recruitment firm is seeking a Private Client Tax Manager / Assistant Manager in Belfast. This role involves delivering high-quality advisory services for high-net-worth clients, focusing on inheritance tax and wealth planning.

Candidates should be CTA / ACA / ACCA / ATT qualified, with experience in Private Client Tax.

The firm offers a favorable benefits package, the opportunity for flexible working, and the chance to develop within a high-performing team.

Private Client Advisory Manager (IHT & Wealth Planning) in Belfast employer: VanRath

As a leading recruitment firm in Belfast, we pride ourselves on being an excellent employer by offering a supportive work culture that values flexibility and professional growth. Our employees benefit from a comprehensive package that includes competitive remuneration, opportunities for career advancement, and the chance to work alongside a high-performing team dedicated to delivering exceptional advisory services to high-net-worth clients.
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Contact Detail:

VanRath Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Advisory Manager (IHT & Wealth Planning) in Belfast

✨Tip Number 1

Network like a pro! Reach out to your connections in the private client tax space. Attend industry events or webinars to meet potential employers and showcase your expertise in inheritance tax and wealth planning.

✨Tip Number 2

Prepare for interviews by brushing up on common questions related to private client advisory. We recommend practising your responses with a friend or mentor to build confidence and ensure you highlight your CTA/ACA/ACCA/ATT qualifications effectively.

✨Tip Number 3

Showcase your experience! When discussing your background, focus on specific cases where you've successfully advised high-net-worth clients. This will demonstrate your ability to deliver high-quality advisory services that the firm is looking for.

✨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 on the lookout for talented individuals who can thrive in a flexible working environment and contribute to our high-performing team.

We think you need these skills to ace Private Client Advisory Manager (IHT & Wealth Planning) in Belfast

Advisory Services
Inheritance Tax Knowledge
Wealth Planning Expertise
CTA Qualification
ACA Qualification
ACCA Qualification
ATT Qualification
Private Client Tax Experience
Client Relationship Management
High-Net-Worth Client Advisory
Team Development Skills
Flexible Working Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Private Client Advisory Manager role. Highlight your qualifications like CTA, ACA, ACCA, or ATT and any relevant experience in Private Client Tax. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about inheritance tax and wealth planning. Share specific examples of your past work with high-net-worth clients to show us what you can bring to the team.

Showcase Your Soft Skills: While technical skills are crucial, don’t forget to highlight your soft skills too! Communication, teamwork, and problem-solving abilities are key in our high-performing environment. Let us know how you've used these skills in your previous roles.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!

How to prepare for a job interview at VanRath

✨Know Your Tax Stuff

Make sure you brush up on inheritance tax and wealth planning specifics. Familiarise yourself with recent changes in legislation and how they impact high-net-worth clients. This will show your expertise and readiness to provide top-notch advisory services.

✨Showcase Your Qualifications

Since the role requires CTA / ACA / ACCA / ATT qualifications, be prepared to discuss how your credentials have equipped you for this position. Share specific examples of how your training has helped you solve complex tax issues for clients.

✨Demonstrate Client-Centric Thinking

Think about how you can tailor your advisory services to meet the unique needs of high-net-worth clients. Prepare to discuss past experiences where you successfully managed client relationships and delivered personalised solutions.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s approach to private client tax and their team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your career goals.

Private Client Advisory Manager (IHT & Wealth Planning) in Belfast
VanRath
Location: Belfast

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  • Private Client Advisory Manager (IHT & Wealth Planning) in Belfast

    Belfast
    Full-Time
    36000 - 60000 £ / year (est.)
  • V

    VanRath

    50-100
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