If you would like to work outside the hustle and bustle of the City and enjoy a more fulfilling work life balance, this is a great role.
You won’t need to compromise on the quality of your work as this firm has an excellent client base, including both London based and regional clients.
The team need someone to come in and manage a portfolio of clients, comprising a variety of HNWIs, non-UK doms, shareholders and directors of owner managed businesses, partnerships and trusts. You will be responsible for dealing with all the compliance issues on your clients and any ad hoc advice as required. If you would like to get involved in planning work, the Partner will support you in doing so. However this is entirely optional. If you prefer to purely look after your portfolio, this is equally valued.
The ideal candidate will be either ATT or CTA qualified, but of paramount importance is experience of running a client portfolio.
This is a progressive firm that has retained its traditional values based on a culture of fairness, respect and inclusion. The team is highly supportive and collegiate.