Are you a Private Client Advisor looking for a step-up to Manager?

This is a Manager seat in London for private client advisers who are ready to own the grade, not wait for it. Advisory work is the centre of the role, at about three-quarters of the year, with a major professional services firm whose planning book for wealthy and international families needs another Manager to lead it.

- Residence and domicile, offshore trusts and succession planning, including cross-border family situations
- Take matters from opening through to advice, brief co-advisers, and coach juniors on your files
- £75,000 to £85,000 plus bonus and benefits, hybrid in London with three days in the office and two from home

You will need sound UK private client tax knowledge and the confidence to explain difficult points simply. CTA, ACA, a law qualification or similar is ideal. Inheritance tax need not be your strongest area yet. An informal conversation can come first if you prefer.

Email your CV to opportunities@capitaltaxrecruitment.com quoting reference CTR-3672-SU-S. A member of our team will be in touch, in confidence, in due course.

Thank you for your interest in this role. As we receive a high number of applications, if you have not heard from a member of our team within 10 working days, please assume that on this occasion your application has not been successful.
Capital Tax Recruitment is acting as an employment agency in relation to this permanent vacancy. You will need to be able to show your right to work in the UK, and your personal data will be handled in line with our privacy notice.
We welcome applications from people of all backgrounds and will gladly make reasonable adjustments at any stage of the process.