Private Client Manager – 100% Advisory

Job Details - Pro Recruitment

Private Client Manager – 100% Advisory

Reference:- MC T20 PT

Salary:- £50000 to £69999

Job Location:- London

This is the perfect opportunity to elevate your career within Personal Tax from Compliance to Advisory.

Superb office location and work culture.Small portfolio of complex, active clients.

Requirements

  • CTA qualification is preferred.
  • Experience in the professional and private client sector.
  • Good knowledge of Microsoft Office, especially Excel.
  • A passion for client service.
  • Display energy and enthusiasm and a focus on achieving results.
  • A keenness to further your own personal development and career goals.

Qualities we are looking for

  • Ability to execute work efficiently, delivering excellent service and bringing the full breadth of the firm's capability to support our clients.
  • Acting as a role model for more junior members of the team, providing on-the-job coaching.
  • Adhere to the firm's risk management policies at all times.
  • Delivering work to the highest quality.
  • The ability to work well in a team, to understand others points of view and constructively take on board any points made, whilst at the same time suggesting possible ideas for consideration.
  • The ability to gather relevant information, notice relationships between different pieces of information, reason from clause to effect and generate effective solutions to practical problems.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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Matthew Champkin

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