Private Client Advisor

My client is looking for an ATT qualified private client advisor to manage a mixed portfolio of personal tax and trust clients and to be proactive in building and maintaining client relationships.  Your main responsibilities will be as follows:

  • Processing and reviewing Personal and Trust Self Assessment Tax Returns.
  • Assisting the team in both compliance and planning issues.
  • Managing and developing your own portfolio of Personal Tax and Trust clients, building strong working relationships with those clients and providing planning advice where appropriate.
  • Identifying cross-servicing opportunities for Personal Tax clients and introducing specialist consultants where appropriate.

You should be ATT qualified with strong interpersonal and communication skills.