Private Client Advisory Manager

ICAEW; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

35 hour working week with hybrid model

Contributory pension scheme

25 days annual leave

Life Assurance cover

Discretionary bonus scheme

Profit‑Sharing Plan

Job summary

Saffery LLP is seeking a collaborative Manager for its Private Client team in London. You will support partners to provide accounting, tax and advisory services to high-net-worth clients and entities, overseeing complex matters and coordinating across stakeholders.

The role requires CTA qualification (with STEP/ACA preferred), a minimum of 3 years’ private client experience, and the ability to manage multiple projects. Hybrid working, training and development are available.

Qualifications

• CTA qualification (essential) with preference for STEP/ACA
• 3+ years of broad private client experience, including capital tax work
• Experience managing a demanding portfolio with multiple stakeholders
• Strong interpersonal, organisational and commercial acumen
• Willingness to learn and be trained in specialist knowledge

Responsibilities

• Manage large family groups and coordinate accounting, tax and other services for HNW/UHNW individuals and entities
• Oversee all aspects of advice and compliance for clients and associated entities
• Support partners with ad hoc projects including restructuring and succession planning
• Liaise with external contacts and intermediaries and build client relationships
• Mentor junior team members and participate in internal training on private clients

Skills

CTA qualification

Step qualification

ACA qualification

Interpersonal skills

Organisational skills

Teamwork

Commercial acumen

Education

CTA qualification

STEP qualification (preferred)

ACA qualification (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.