Saffery is recruiting for a private client advisory role focused on trusts, estates, and tax planning for high-net-worth individuals and landed estates. You will work within a specialist team delivering advisory and compliance services to a varied client base, including agricultural businesses and family-owned structures.
You will manage client relationships, lead meetings, and collaborate with solicitors and advisers to implement tax planning strategies while mentoring junior staff.
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We are seeking a motivated Senior Private Wealth & Trusts Advisor to join Saffery in Poole, England, United Kingdom.
We have an opening for a Senior Private Wealth & Trusts Advisor in Poole, England, United Kingdom within Finance, Other.
This role, Senior Private Wealth & Trusts Advisor at Saffery, could be your next career step.
Are you ready to take on the Senior Private Wealth & Trusts Advisor role at Saffery?