Private Client Assistant Manager – Great Quality Clients

A new opportunity has arisen to join this successful and growing practice. They are seeking someone who already has experience of managing a portfolio of compliance and advisory issues, but is looking to build on their existing skillset and take it to the next level.

You will be focussed on providing a proactive and comprehensive service to your clients, building relationships with them based on trust and excellent service. You will also sometimes meet with new clients in conjunction with one of the senior leadership to then become their new point of contact for all everyday issues.

The client base is broad and includes privately owned businesses, UHNWIs, non-doms and all manner of UK and offshore structures. There will be the opportunity for you to undertake technical research in order to provide your clients with support on advisory issues. It is anticipated that you are already technically very capable and can work independently, as well as part of a team. Part of delivering a fully rounded service to clients is having an awareness of and being able to spot any risk issues to the firm and flagging them appropriately.

You will supervise some of the more junior members of the team, delegating work to them and reviewing the compliance work they prepare. You will also manage the client dealings with HMRC and deal with any enquires.

On occasion, the senior leadership will bring you in to work on proposals for new work. Here your strong communication skills will be put to good use, as you work on the documentation and become part of the delivery.

Ideally you will be CTA or ACA qualified or have the appropriate level of experience.

There is huge scope here to raise your profile, get involved and boost your career accordingly in a collaborative and collegiate environment.

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