Private Client Advisory Manager (Hybrid, 35h)

ICAEW; Greater London; Hybride; GBP 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

35 hour working week with hybrid model

Contributory pension scheme

25 days annual leave

Life Assurance cover

Discretionary bonus scheme

Profit‑Sharing Plan

Résumé du poste

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

Responsabilités

• 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

Connaissances

CTA qualification

Step qualification

ACA qualification

Interpersonal skills

Organisational skills

Teamwork

Commercial acumen

Formation

CTA qualification

STEP qualification (preferred)

ACA qualification (preferred)

Description du poste

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.