Private Client Advisory Manager

Saffery; City Of London; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

35 hour working week, hybrid policy

Contributory pension scheme

25 days annual leave

Life Assurance cover

Profit-Sharing Plan

Discretionary bonus scheme

Job summary

Saffery LLP in London seeks a collaborative and enthusiastic Manager in the Private Client team to deliver accounting, tax and advisory services to high-net-worth individuals and their entities.

The role supports partners and directors, mentors junior staff, and involves managing complex portfolios, building strong client relationships, and coordinating across tax, accounting and family office work. A CTA qualification (STEP/ACA preferred) is expected.

Qualifications

• CTA qualified with STEP/ACA preferred.
• Broad private client experience of at least 3 years.
• Ability to manage a demanding portfolio and report to multiple stakeholders.

Responsibilities

• Manage large family groups and coordinate accountancy, tax and other services for HNW/UHNW clients.
• Oversee delivery of all advice and compliance for clients and related entities.
• Support partners with ad-hoc projects, including restructuring and succession planning.
• Mentor junior team members and contribute to internal training.
• Liaise with external contacts and build strong client relationships.

Skills

Client management

Mentoring

Time management

Education

CTA qualified

STEP/ACA preferred

Job description

The role

We are looking for a collaborative and enthusiastic Manager to work within our Private Client team. This role will be based within the Private Client team in London, which provides a wide range of strategic advisory and family office services to private clients and their associated entities. The successful candidate will support partners and directors to provide outstanding client service and deliver accounting, tax and other support.

The responsibilities

• Manage large family groups and coordinate the provision of accountancy, tax and other services for HNW and UHNW individuals and entities. Candidates should ideally have a broad background in private client matters.
• Oversee the delivery of all aspects of advice and compliance for those clients, and all associated entities, such as companies, trusts and partnerships.
• Support partners with ad hoc projects, including restructuring and succession planning. Be familiar with family investment companies, trusts and landed estates.
• Liaise proactively with external contacts and intermediaries, in addition to building strong client relationships.
• Mentor junior team members, reviewing their work and contributing to internal training on matters relevant to private clients.

The team

The Private Client team is a close-knit, collaborative group of specialists dedicated to helping individuals and families navigate complex matters relating to individual and business affairs. Combining deep technical expertise with a personal approach, we work together to deliver practical advice and outstanding client service. Joining the team offers the opportunity to work on rewarding and intellectually stimulating assignments while developing your career alongside experienced and supportive colleagues.

You

The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach and can get things done. In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.

Candidates should be CTA qualified with a preference to also hold an additional STEP/ACA qualification (but this is not essential). The successful candidate will possess at least 3 years of broad private client experience, ideally including capital tax work. The candidate will need to have experience in managing a demanding portfolio with a range of clients, reporting to multiple stakeholders simultaneously. The firm will provide training and support to help develop the successful candidate's specialist knowledge and capabilities.

Reward and benefits

• A 35 hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4)
• Excellent benefits including; contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
• Eligibility for the firm's Profit-Sharing Plan. Paid in December.
• Eligibility for the discretionary bonus scheme.

About us

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK's 15th largest accountancy firm.

When you work with us at Saffery, you work with people who know your name, not just a job title. We're a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We're committed to our clients, but also to our greatest asset - our people.

As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we've got access to local insight on a global scale.

Equality, Diversity & Inclusion

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top.

Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.