This high-profile London accountancy firm is keen to grow its Trust & Estate Planning offering, with the appointment of a Senior Manager.
STEP and/or CTA qualified, the individual will provide IHT, trusts and estate planning advice to an impressive list of domestic and international clients.
Very much a client-facing role, the adviser will take responsibility for their own portfolio, from introductory meetings, to relationship management, IHT and trust planning, complex administration, billing and allocation of work to junior staff. Wherever possible, with minimal supervision from Directors/Partners.
Scope exists to mentor junior staff, as well as assist Partners with business development initiatives.
This is an opportunity for an accomplished adviser to make a strategic career move and to really build a 'name' for themselves. Consequently they are likely to be a Manager or Senior Manager in a respected accountancy or law firm Trusts department, with at least 6 years' related HNW tax planning and trusts experience. Ref 604
For further details of this opportunity please contact Michael Howells on 07891 692514 or email email@example.com
Alternatively, simply apply below.
Howells Consulting Ltd - Specialists in Private Client Appointments