Job Description

With an impressive private client base which includes agricultural estates, investment bankers, hedge fund owners and a wide range of HNW individuals, this would be the perfect opportunity for someone to join a firm with genuine progression to Partnership in the future.

You would be responsible for a small portfolio of clients and delivering first class advice and service for both clients and internal staff.

You must present solutions to increasingly complex technical issues, as well as reviewing of the team’s work and technical abilities. Working closely with partners and directors with a view to technical and advanced planning for High-Net-Worth Individuals and families.

You will be assisting the partners in managing the team, including day to day monitoring of the workloads, work in progress, debtors, training needs and general business development.

Required Knowledge, Skills, and Abilities