Private Client Adviser - PJ260

Location:
Leeds/Edinburgh/Bristol, UK
Salary:
Competitive
Expiry date:
30/05/2019
Reference no:
PJ260

An exciting opportunity has arisen for a tax, trust and succession planning practitioner to join Private Client Services at 1825.  This established and rapidly growing team is core to the financial planning offering at 1825, which is part of the Standard Life Aberdeen Group, and also operates as a standalone, independent business unit.

Working alongside Regional Heads and Senior Private Client Advisers, you will apply your experience and expertise to provide high quality specialist tax, trust and succession planning advice, documentation and services to clients and will be supported by a strong administrative function.  

Qualifications

We take pride in our technical expertise so any prospective candidate will be required to have at least 2 years of directly relevant experience. A relevant and recognised professional qualification in the appropriate jurisdiction (such as TEP, CTA, ATT, Paralegal etc) is also desirable. 

Key Responsibilities and Essential Experience

The role holder will be responsible for assisting in the provision of specialist tax, trust and succession planning advice and services and drafting documentation and client communications specifically relating to (but not limited to):

  • Wills
  • Powers of Attorney
  • Trust Deeds
  • Inheritance tax, capital gains tax and income tax
  • Tax returns (for individuals and trusts) and other HMRC forms
  • Trust/probate accounting and estate administration (including acting on behalf of the in-house trust corporation)

Experience across all of these areas is therefore desirable and experience of Will and Power of Attorney advice/drafting and estate administration is essential.  

Key Personal Competencies

The following competencies will be assessed at interview:

  • Commerciality – the ability to be commercially focused, understanding the commercial impact of your role and what you can do to impact commercial results, driving growth and profitability.
  • Communication Skills – clearly and effectively communicating information, ideas and opinions both internally and externally, written and oral.
  • Client Engagement, Retention and Growth – focusing on providing a high level of service to clients, whilst recognising and identifying opportunities for further business growth and client retention.
  • Delivering Results – meeting and exceeding performance goals and expectations to deliver results.  Setting stretching goals, instilling a sense of pace, being rigorous and disciplined in approaching execution.  
  • Embracing Change – adjusting your behaviour to meet the demands of a changing working environment, being open to change and showing willingness to accommodate revised work methods.
  • Impact and Influence – influencing others to achieve a positive impact, communicating clearly, building support and understanding others.
  • Planning and Organising – organising and prioritising work activities to accomplish tasks and meet objectives.
  • Working Across Boundaries – encouraging team work and collaboration, working co-operatively with others to share information/ideas and to best meet client needs, to be part of a team.  Taking the initiative to reach out to other teams, parts of the business or external firms to deliver results.

Apply for this job