An award winning practice is Birmingham are seeking a motivated and driven Private Client Senior Manager to join their team. With a broad range of private client work and huge amounts of advisory work to be won, this is an exciting opportunity for a Private Client Senior Manager.
This is an exciting opportunity for an experienced senior manager somebody working at a manager level and looking to take the next step in their career as you will be working closely alongside the private client partner.
An advisory focused role you will provide bespoke planning advice to your portfolio of clients, including HNWI's, trusts and OMB's. You will have the autonomy to go out and win new work and build and maintain new and existing client relationships. You will also deal with IHT planning and capital taxed.
The ideal candidate will come from a strong private client background, have experience in trusts and be either ATT or CTA qualified.
Boasting a competitive salary and fantastic benefits package including:
- Paid overtime
- Discretionary bonus
- Flexible working (Core hours between 10-12 & 2-4)
If you are interested in the Private Client Senior Manager role all applications are to be made to Ashleigh Polakiewicz of Pro-Tax via Ashleigh@pro-tax.co.uk or 0207 269 6324, with the career progression on offer with this role applicants are encouraged to apply ASAP.
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