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Not every Private Client role needs to feel high-pressure to be high-quality.

This opportunity sits within a well-established London firm that has built a strong Private Client team — both in terms of the work it delivers and the environment it offers.

The client base includes HNWIs, entrepreneurs and families, with exposure to areas such as CGT planning, IHT, trusts and broader personal tax matters. The work is technically solid, but the way the team operates is what sets it apart.

It’s collaborative, partner-led, and well-balanced. There’s a clear focus on doing good work for clients and supporting each other as a team, rather than creating unnecessary internal pressure.

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The Role

At Senior Manager level, the focus is not just about technical delivery.

You will be responsible for:

• Managing and developing a team

• Overseeing the delivery of client work across a portfolio

• Acting as a key point of contact for clients

• Supporting and mentoring more junior staff

• Working closely with partners on client relationships and planning

There is still involvement in advisory work, but the role is broader — it’s about stepping into a leadership position within the team.

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The Environment

• High-quality, established Private Client team

• Collaborative and supportive culture

• Partner-led with good access to decision-makers

• Sensible approach to workload and work-life balance

• Less focus on internal pressure, more on client outcomes

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Who It Suits

This tends to appeal to Private Client Senior Managers who:

• Enjoy managing and developing people

• Want to step into a more visible role within a team

• Value a strong, supportive culture

• Are looking for high-quality work without a high-pressure environment

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If you’d like to explore this further, please feel free to contact us.

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