An award winning practice in Reading 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 Manager.
This is an exciting opportunity for an experienced Private Client Manager looking for a role which offers progression or t a Private Client Assistant Manager looking to take the next step in their career.
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 taxes.
The ideal candidate will come from a strong private client background, have experience in trusts and be 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 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.
The Pro-Recruitment Group consists of four distinct brands: ProTax, ProLegal, ProFinance and ProHR