Private Client Lead — Estate & Tax Planning

Screened
Coventry
Posted 2 weeks ago
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About the role

Nelson Bridges is seeking a senior Private Client specialist in Coventry to lead the firm's Private Client offering, focusing on estate and tax planning. The successful candidate will manage a team, handle a varied caseload, and drive performance and growth.

This role requires STEP membership and strong technical expertise, along with excellent communication and leadership skills. The firm offers competitive salary, 25 days holiday, pension scheme, and flexible working arrangements.

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