Job Description Summary :
To implement the marketing plan as developed by the Regional Head and to generate sales within the region from new and existing clients.
The role is a market facing one, which will include developing work for other team members where appropriate.
With responsibility for work allocation to team members according to capacity and skill set, to ensure clients are provided with a first class service.
Job Description :
The work we do with our clients is hugely important. They rely on us to make sure they understand the complex and ever-changing tax system.
Join us and you’ll provide clients with integrated professional tax and independent wealth advisory services, whether that be individuals, trusts or corporates.
You’ll work with clients in various capacities to help them build wealth, protect wealth, enjoy and realise wealth. You’ll provide innovative solutions and vital support for now and the future.
The successful candidate will build and manage a portfolio of clients, deliver a high level of service to ensure retention of a recurring client base, as well as generate additional sales to these clients as appropriate.
What you’ll be doing :
Who we're looking for :
So, we need people who know that every act matters from the simple things to the insights we bring to clients
The time you spend outside of work helps shape what you can bring to our firm. We value the commitments you may have outside of work and will consider all flexible working applications.
Your personal development plan will help you grow your skills. And you’ll be able to progress your career within your team or by moving across our business or going on secondments in the UK and beyond.
You’ll also enjoy a competitive salary and a flexible benefits package designed to meet your individual needs.
Becoming a shared enterprise
Our unique culture is built around collaboration. Everybody here plays their part. We share ideas. We share responsibility.
We share the rewards. Put simply, we’re better together.