Senior Private Client Adviser - PJ146

Leeds and surrounding area
Expiry date:
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Are you a senior and experienced tax, trust and succession planning specialist looking to move to a rapidly growing national practice?

An exciting opportunity has arisen for experienced tax, trust and succession planning specialists to join Private Client Services at 1825 and to be part of our management team.  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.

Applying your significant experience and technical expertise to provide high quality specialist tax, trust and succession planning advice, documentation and services to clients, you will be supported by a strong administrative function and will have a more junior adviser assisting with you on every client file.  With autonomy to effectively manage your client bank and to proactively seek, identify and implement business development opportunities (both internal and external) plus being involved in setting and effecting the overall strategic direction of the department, this is an ideal role for someone whose technical expertise is matched by their commerciality.  


We take pride in our technical expertise so any prospective candidate will be required to have either a degree in Law or Accountancy (or similar) or a relevant and recognised professional qualification in the appropriate jurisdiction (such as TEP, CTA, ATT etc) plus, in either case, significant directly relevant experience.  

Key Responsibilities and Essential Experience

The role holder will be responsible for providing specialist tax, trust and succession planning advice and services and, where complexity requires it, drafting documentation and client communications specifically relating to (but not limited to):
o    Wills
o    Powers of Attorney
o    Trust Deeds
o    Inheritance tax, capital gains tax and income tax
o    Tax returns (for individuals and trusts) and other HMRC forms
o    Trust/probate accounting and estate administration (including acting on behalf of the in-house trust corporation)

Significant experience across the majority of these areas, and of acting as a professional trustee, is therefore essential.  

The role holder will also be responsible for robust checking of the work produced by the Private Client Consultants aligned to their clients and managing a case load of clients and files effectively and efficiently.
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, prioritising and delegating 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.

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