Home
Jobs
Saved
Resumes
Senior Manager, Private Client Advisory at Cooper Parry | JobVerse
JobVerse
Home
Jobs
Recruiters
Companies
Pricing
Blog
Jobs
/
Senior Manager, Private Client Advisory
Cooper Parry
Remote
Website
LinkedIn
Senior Manager, Private Client Advisory
United Kingdom
Full Time
4 hours ago
No Sponsorship
Apply Now
Key skills
Mentoring
About this role
Role Overview
Providing advisory work to our HNW individuals, typically either FT100 Directors, city professionals or well-known sports and media personalities
Leading bespoke planning projects including shareholder tax planning and transaction‑related advisory
Managing and growing a diverse portfolio of private clients
Building strong client relationships and identifying new advisory opportunities
Overseeing compliance delivery and mentoring junior team members
Requirements
Have a strong UK private client tax advisory experience in practice
Proven portfolio management and complex advisory experience
Experience supervising and mentoring junior team members
CTA/ACA/ACCA qualified
A great communicator, excel at building solid, trusting relationships (both internally and with clients)
Benefits
A flexible approach to work
balancing working from home, in office or with clients
A generous holiday entitlement
An enhanced parental leave policy
An enhanced pension scheme
No dress code – just “wear something!”
A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
Volunteering opportunities to work closer with local communities and charities
Apply Now
Home
Jobs
Saved
Resumes