Senior Private Client Advisory Manager

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• You will be an individual with a proven track record in delivering effective technical advice while also being commercially aware, focusing on business development; establishing your own channels and guiding junior staff.

• You will enjoy cultivating secure and trusted relationships with your client portfolio, forging genuine connections to comprehend their objectives. Subsequently, you will advise them on how to achieve these goals with comprehensive plans to ensure follow-through.

• You will possess a keen ability to identify opportunities to further assist our clients and strengthen your relationships.

• By future-proofing the role of Private Client Tax, you will excel in providing advisory services to our clients, who are typically high-net-worth individuals, business owners, and trusts.

• We have ambitious growth plans to significantly expand our Private Client business, and we invite you to join us on this exciting journey and be part of something exceptional.

⛳️ Requirements

• Proven experience in a Private Client/Personal Tax focused role, adept at building and nurturing professional relationships, with a background in team management.

• An exceptional advisor who stands by your clients to ensure the right decisions are made.

• A strong communicator who excels at establishing solid, trusting relationships, both internally and with clients.

🏝️ Benefits

• A flexible work approach that allows for balancing time between home, office, or client meetings.

• A generous holiday allowance.

• An enhanced parental leave policy.

• A superior pension scheme.

• No strict dress code – simply “wear something!”

• A multi-award-winning wellbeing program designed to support your physical, mental, spiritual, and financial health.

• Opportunities for volunteering, allowing you to engage with local communities and charities.

• Access to Cooper Parry social and sports clubs.