Senior Private Wealth & Trusts Advisor

Saffery; Poole; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working policy with home days

Contributory pension scheme

27 days annual leave

Profit-Sharing Plan

Discretionary bonus scheme

Job summary

Saffery is recruiting for a private client advisory role focused on trusts, estates, and tax planning for high-net-worth individuals and landed estates. You will work within a specialist team delivering advisory and compliance services to a varied client base, including agricultural businesses and family-owned structures.

You will manage client relationships, lead meetings, and collaborate with solicitors and advisers to implement tax planning strategies while mentoring junior staff.

Qualifications

• Experience working with high-net-worth individuals, families, trusts and estates with personal tax, trust and wealth planning matters.
• Experience working with trusts, estates and related compliance requirements, both in accounting and tax matters.
• Working with inheritance tax, capital gains tax, trust taxation and succession planning matters.

Responsibilities

• Manage a portfolio of high-net-worth individuals, families, trusts, estates and business owners, delivering advisory and compliance services.
• Support Senior Management with identifying planning opportunities and delivery of tax advisory projects.
• Build and maintain strong client relationships, acting as a trusted day-to-day adviser and point of contact.
• Lead client meetings and assist with the implementation of tax planning strategies and succession planning.
• Advise on trust taxation, trust administration and estate-related matters.
• Take responsibility for portfolio management, including WIP monitoring, recoverability and billing.
• Coach and mentor trainees and junior staff, supporting their professional development.

Skills

High-net-worth client experience

Trusts & estates knowledge

Inheritance/capital gains tax

Tax planning for family businesses

Stakeholder communication

Client relationship management

Clear, confident communication

Education

ACA/ACCA, CTA or STEP qualified

Job description

Saffery is recruiting for a private client advisory role focused on trusts, estates, and tax planning for high-net-worth individuals and landed estates. You will work within a specialist team delivering advisory and compliance services to a varied client base, including agricultural businesses and family-owned structures.

You will manage client relationships, lead meetings, and collaborate with solicitors and advisers to implement tax planning strategies while mentoring junior staff.