Private Wealth Manager

Job Type: Permanent Location: London

We are looking for a bright and enthusiastic Manager to work within our Private Wealth and Estates Group and become part of the team which provides a wide range of services to private clients and their business interests. These services include tax advice, general financial project work,accounting and family office services. We are able to offer varied and interesting work involving client contact with the people who make the decisions.

The role

This role will be based within the Private Wealth and Estates Group which provides a wide range of advisory and accounting services to private clients and their businesses. The successful candidate will predominantly support partners and directors with the team’s growing body of advisory services.

The Private Wealth and Estates Group partners and team advise businesses ranging from large corporations to small family companies, all of which are owned by wealthy individuals. A proportion of the group’s work relates to large landed estates and their associated operating structures, including trusts and general partnerships. The overall aim of the role is to provide outstanding service in a professional and efficient manner tailored to give the client the benefit of exceptional advice and maximum added value.

The role can be tailored and could involve:

  • Preparation of detailed and technical tax advisory reports for clients with support provided from our network of specialists across the firm.
  • Correspondence with HMRC where enquiries are raised into self-assessment tax returns.
  • Liaising with client teams (i.e. estate/family offices) to ensure timely delivery of work and dealing with queries
  • To be able to recognise and advise on planning points for clients that may arise as a result of tax return reviews or other correspondence.
  • Review of simple ad hoc advisory work prepared by team members.
  • To be able to respond to client partner requests for information on planning opportunities with appropriately researched and documented alternatives.
  • Self-awareness of own knowledge of the appropriate legislation is vital to be able to guide and educate colleagues. Critically, it is necessary to know where an answer needs specialist input from the outset.
  • Ensuring deliverables are prepared within the set time frame
  • Budgeting and invoicing clients
  • Staff training and development
  • Networking opportunities with intermediaries

The team

Private Wealth and Landed Estates Group.

You

Key characteristics and skills required:

  • an outgoing, positive and enthusiastic attitude
  • will be a confident communicator such that complex matters can be explained clearly to colleagues, partners and clients
  • an extremely high level of motivation, ability and commitment to client service
  •  excellent organisational and prioritisation skills are essential to ensure all deadlines are met
  • comfortable working on their own initiative as well as being a good team player
  •  will have previous relevant experience of working at assistant manager or manager level as they will be managing their own portfolio whilst also being responsible for reviewing the work of less experienced team members
  • may have personal tax compliance experience
  • will be from professional services background
  • high attention to detail and the ability to work in a timely manner
  • excellent IT skills

Salary/benefits

  • 35-hour working week with flexibility around the core hours of 10am-4pm
  • Working from home allowance of £25 a month.
  • Eligibility for the firm’s Profit-Sharing Plan that runs from October to September each year. The scheme enables staff to share in the profits of the firm. Payment is usually c£1,000 for the full year. Paid in December.
  • Eligibility for the discretionary bonus scheme. This is based on both individual performance and firm performance.
  • Salary reviews annually in October.
  • Twenty-five days annual leave
  • In addition, under the flexible benefits programme, employees are entitled to buy or sell up to five days (35 hours) holiday a year, subject to staff partner approval.
  •  Six-month probationary period.
  • Life assurance cover of four times salary,
  • Private Medical – entitled to join on successful completion of probationary period
  • Contributory pension scheme (The firm will contribute 4% of salary on a matched basis with employee from their date of joining)
  • Access to a number of additional benefits with preferential rates under the flexible benefit programme, health cash plans, health screening/GP support, critical illness cover, dental and travel insurance, Techscheme, Cyclescheme, Gymflex and a Workplace ISA.
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