An established boutique practice located in the charming town of Bath is seeking a Private Client Manager to join their team.
This is an exciting opportunity for a Private Client Assistant Manager looking to take the next step up in their career or a Private Client Manager looking for more autonomy in their role.
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. The role will also have large amounts of business development.
The ideal candidate will come from a strong private client background and be ATT or CTA qualified.
Boasting a competitive salary and fantastic benefits package including:
- Share Options
- Discretionary bonus
- Flexible working
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.