Private Client Manager / Senior Manager

Chesterfield

An opportunity to join our growing and expanding Private Client team Permanent role / 37.5 hours per week

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We are currently looking to recruit a Private Client Manager or a Private Client Senior Manager. Appointment dependent upon the experience demonstrated by the successful candidate.

Our role

We are looking for an enthusiastic and experienced individual to provide proactive and commercial tax advice to Private Clients of the firm, developing relationships (with clients, internally and with referrers), lead meetings, identify opportunities, scope for projects on a commercial basis, and provide good quality, technically sound advice.

This role is a key part of a busy and successful team and will play a vital part in developing more junior members of the team where appropriate.

What we need from you

  • Demonstrable technical ability in the Private Client space
  • CTA, STEP or other relevant qualifications preferred
  • Ability to deal with Private Clients, identify opportunities, agree fees and deliver work
  • Ability to work well under pressure
  • Ability to prioritise and manage own workload and that of others
  • Excellent attention to detail and the ability to maintain accuracy
  • Excellent interpersonal skills
  • Ability to communicate effectively at all levels
  • Experience of working with Wills and Trusts (although training can be provided)
  • Ability to influence others

We understand that not everyone will come with these exact requirements. If your experience isn’t a complete match, we encourage you to apply so that we can learn more about you!

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What we can give you in return

We offer a fantastic place to work and our team enjoys all the key benefits you expect from a progressive firm with much more besides, and we are proud of our relaxed and inclusive culture which stands out as different.

We provide a comprehensive range of development and personal impact training opportunities to ensure that you maximise your potential, together with career pathways and regular development conversations.

We know, that whilst we look after our clients well, we also look after our team; their welfare and development are equally important.

 

About Shorts

To learn more about Shorts and what sets us apart and makes it a great place to work… READ MORE HERE

 

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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.

Our Benefits

A fantastic place to work with a competitive and flexible benefits package which includes:

The main points

Everything you would normally expect from a really progressive firm and lots more besides:

- Core hours policy (7.5 hours per day, working between 08:00 and 18:00).

- The ability to take up to two hours for lunch.

- Overtime (we hardly work any!) to be taken back as TOIL.

- Holidays start at 25 days or pro-rata equivalent.

- Extra 1 day holiday after 5 years’ service and thereafter to a maximum extra 5 days. (with the option to sell back unused extra days)

- Ability to buy up to five days holiday or pro-rata equivalent.

- Enhanced maternity/paternity/adoption leave.

- A fair and sympathetic sickness policy.

- Access to Mental Health First Aiders with ongoing associated support.

- Employee assistance program for counselling services, medical support, and perks through PAYCARE

The other bits

- Professional subscriptions reimbursed

- Flu jabs and inoculations

- Flexible home working policy.

- Structured external training and personal development.

- Dress for your diary policy.

- Death in service.

- Free & subsidised parking at both offices.

- Christmas party and summer social.

- Referral schemes for clients and recruitment.

- Charity and other social events.

- Free tea, coffee, fruit and biscuits (it’s important!)

Apply for this role

If you are interested in receiving more information about this role and would like to apply, then please send a copy of your CV. As part of our commitment to promote diversity we ask that candidates remove any personal traits such as name and date of birth as part of our initial screening process thus enabling us to make talent decisions based on skills and experience.

Begin your journey with us today.

Drop us a line to see how we can help your business thrive

Download our brochure

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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.