Senior Private Client Account Handler

Our client is looking for an experienced and motivated Senior Private Client Account Handler to join our team. This is an excellent opportunity for a skilled professional with a strong background in private client work to take the next step in their career, with the flexibility of hybrid working and a competitive salary.

As a Senior Private Client Account Handler, you’ll play a crucial role in delivering high-quality service to our valued private clients. You’ll manage your own caseload, provide expert advice, and help maintain our reputation for excellence.

Key responsibilities:

• Managing a varied private client caseload
• Advisingclients with clarity, professionalism, and empathy
• Supporting more junior team members with supervision and guidance where required
• Ensuring compliance with all regulatory requirements and internal processes
• Building and maintaining strong client relationships
• Contributing to the team’s business development activities

Essential:

• Strong experience in private client work (ideally 3+ years’ experience)
• Excellent communication and client-care skills
• Ability to work collaboratively as part of a team
• High level of professionalism and attention to detail

What our client can offer:

• Competitive salary up to £40,000 (depending on experience)
• Flexible hybrid working arrangements
• Supportive and friendly team culture
• Opportunities for further professional development

How to apply:

To apply for this role, please forward your CV in confidence quoting reference 9680RD

Due to the high volume of applications that we receive, if you do not hear from us within 7 days unfortunately your application has been unsuccessful.