Director/Junior Partner – Wealth & Asset Advisory, Leeds

Pro-Tax; Leeds; On-site; GBP 175,000; Full time

Job summary

A leading advisory firm in Leeds is seeking an experienced FS Director or Junior Partner to enhance its presence in Wealth and Asset Management, Insurance, and Banking. The successful candidate will bring strong technical expertise and commercial judgement, with a track record of managing client relationships and leading engagements. This role offers an opportunity to work collaboratively in a respected environment that values quality and long-term thinking, as well as the chance to support and develop peers.

Qualifications

• Proven background advising clients in Wealth and Asset Management, Insurance or Banking.
• Comfortable operating at a senior level.
• Desire to support and develop colleagues within the firm.

Responsibilities

• Lead client engagements and contribute to strategic direction.
• Develop trusted client relationships.
• Deliver high-quality, tailored solutions.

Skills

Strong technical expertise

Commercial judgement

Client relationship management

Leadership in engagements

Job description

A leading advisory firm in Leeds is seeking an experienced FS Director or Junior Partner to enhance its presence in Wealth and Asset Management, Insurance, and Banking. The successful candidate will bring strong technical expertise and commercial judgement, with a track record of managing client relationships and leading engagements. This role offers an opportunity to work collaboratively in a respected environment that values quality and long-term thinking, as well as the chance to support and develop peers.