Wealth Manager, Practice background

VANRATH are excited to present an exceptional opportunity for a newly qualified Accountant or an experienced tax expert with a practice background. This role offers the perfect chance to transition into wealth management and take on a new, rewarding challenge. You will collaborate with talented colleagues and You will be a self-starter with a strong sense of initiative, someone who thrives in an environment where they can take ownership of their work and make impactful decisions.
The ideal candidate will possess a strong professional network and be able to leverage these connections to drive business success, build partnerships, and meet goals.

Key Responsibilities
As part of this role, the successful candidate will:

• Develop tailored financial plans considering tax implications for individuals, families, and businesses.
• Provide expert advice on retirement planning, estate planning, investments, and tax-efficient savings strategies.
• Keep clients updated on tax changes, UK budget impacts, and the effects these may have on their financial plans.
• Build and maintain relationships with key intermediaries and professional service firms.
• Conduct detailed reviews of client portfolios to identify opportunities for tax savings.
• Assist in the development and execution of proactive business development strategies.
• Work closely with other financial advisors and investment professionals to ensure alignment on client strategies and optimise outcomes.
• Act as a key point of contact for tax-related inquiries and financial planning advice, fostering strong, trusting relationships with clients.

About You

• A Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Newly qualified Accountant or equivalent experience from a Big 4 firm.
• A strong desire to build a long-term career in wealth management, with ambitions to become a Wealth Manager in the future.
• Experience in personal tax and/or corporate tax would be highly advantageous.
• Self-motivated, entrepreneurial, and highly organised, with excellent planning skills.
• Strong analytical abilities and a proactive approach to addressing complex client needs.
• Excellent communication skills with a client-centric focus.

The culture is both dynamic and supportive, where you can grow and develop You will have the opportunity to work on high-impact projects and gain valuable exposure in the wealth management sector.

• Support to work towards chartered membership of CISI or CII.
• Competitive salary and performance-related discretionary bonus.
• Annual flexible benefits, employer pension contributions, and multiple insurance coverages.
• Access to award-winning Learning & Development Team for continuous growth.
• Flexible working options, social and community care initiatives, and a range of employee well-being benefits including a free on-site gym & fitness studio.

What's the next step?
If you think this role may be of interest to you, or you wish to discuss any other senior accountancy jobs in Northern Ireland, please apply via the link below or contact Emma Jayne Bowen at VANRATH or on LinkedIn in the strictest confidence.

Why VANRATH will help you secure your next role:
Established in 2000, VANRATH has become a market leader in Northern Ireland. This success is a direct result of our dedication to confidentiality, professionalism and the wealth of knowledge held by our Senior Consultants. VANRATH has a demonstrable track record in pairing the best local talent with leading local businesses.