Private Client Adviser Opportunity | Saffery

Join Saffery’s UK Private Client team and become part of a highly regarded practice that supports wealthy UK-based individuals and families with tailored advisory and personal tax compliance services. This is an excellent opportunity to work closely with partners and directors while contributing to a growing portfolio of complex and rewarding client relationships.

In this role, you will help deliver an exceptional client experience by combining technical expertise with a proactive, professional and highly organised approach. The focus is on providing practical, high-value advice that is carefully tailored to each client’s personal and family circumstances.

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The Opportunity

This position sits within Saffery’s **UK Private Client team**, which advises individuals, families and related structures on a broad range of tax and personal financial matters.

The successful candidate will primarily work alongside **partners and directors**, supporting a portfolio of **wealthy UK-based families** and helping ensure all aspects of their affairs are managed efficiently, accurately and to the highest professional standards.

What the role is designed to achieve

• Deliver exceptional client service in a professional and efficient way

• Provide personalised, tax-focused advice that creates meaningful value

• Support clients across both advisory and compliance requirements

• Coordinate multiple services to ensure a seamless experience for each family

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Key Responsibilities

This role offers a broad and varied workload, combining client-facing advisory work with portfolio management and internal coordination responsibilities.

Your core duties will include:

• Advising private clients and family groups on tax-related matters

• Supporting large and often complex family structures, including:

• Individual family members

• Trusts

• Investment companies

• Other related entities

• Managing a portfolio of compliance-based clients

• Undertaking review responsibilities, depending on your level of experience

• Taking a leading role in direct client communication

• Supporting the Engagement Partner in the delivery of client work

• Coordinating the wider range of services Saffery provides to families, including:

• Accounts preparation

• Payroll

• Corporation tax compliance

• Working closely with internal specialist teams, including:

• Corporate tax

• Corporate finance

• Tax specialists

• Ensuring all client deliverables are completed accurately and on time

• Managing budgets and handling client invoicing

• Contributing to staff development and training

• Building relationships through networking with intermediaries

• Supporting or exploring additional advisory work in:

• Forensic accounting

• Business valuation

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About the Team

Saffery’s UK Private Client team advises UK-based families on a wide variety of issues, from annual tax compliance through to long-term wealth planning and intergenerational succession matters.

The work is diverse, interesting and often complex, reflecting the unique needs of each client. The team is known for being trusted problem-solvers, offering practical support and clear advice across a broad range of personal and family matters.

Team structure

• 5 partners based in the London office

• Supported by approximately 20 professionals

• Team members range from directors to trainees

• A collaborative culture with a shared commitment to:

• Excellent client service

• Technology-enhanced delivery

• Specialist expertise

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About You

Saffery is looking for an enthusiastic and capable professional who enjoys working in a client-focused environment and is confident managing a varied and demanding workload.

Qualifications and experience

• Hold an ACA or CTA qualification

• Ideally have experience working within a private client advisory team

Skills and attributes

• Strong technical ability

• Excellent interpersonal skills

• Highly developed organisational skills

• Ability to manage multiple deadlines across a varied portfolio

• Comfortable supporting work for multiple partners

• Self-motivated and proactive in solving client issues

• Positive and professional in approach

• Commercially aware, with a strong understanding of client expectations

• Able to build credibility and communicate confidently at all levels

Systems and tools

The team works with the following systems and applications:

• MS Teams

• Excel

• Word

• Digita

Previous experience with these systems would be beneficial, but it is **not essential**. Full initial training will be provided, along with ongoing support in key Microsoft applications.

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Training and Development

Saffery is committed to helping its people grow and develop their specialist expertise.

You can expect:

• Ongoing training and support

• Development of your technical knowledge and capabilities

• Support to study towards the CTA qualification, if not already held

• Training costs and study leave provided for relevant exams

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Reward and Benefits

Saffery offers a competitive and flexible benefits package designed to support both your professional life and personal wellbeing.

Benefits include:

• 35-hour working week

• Hybrid working policy

• Option to work from home for up to 3 days per week

• Core working hours of 10am–4pm

• 25 days annual leave

• Contributory pension scheme

• Life Assurance cover

• Access to flexible benefits

• Family-friendly policies

• Eligibility for the firm’s Profit-Sharing Plan

• Paid in December

• Eligibility for a discretionary bonus scheme

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About Saffery

Saffery LLP is a trusted adviser to individuals and businesses across a wide range of sectors. The firm provides market-leading services in:

• Accountancy

• Audit

• Business advisory

• Tax

• VAT

Founded in **1855**, Saffery is now the **15th largest accountancy firm in the UK**.

What sets Saffery apart is its people. It is a firm where individuals are known by name, not just by job title, and where a culture of friendliness, intelligence and collaboration shapes the working environment.

Saffery is also a proud member of **Nexia**, a leading international network of independent accounting and consulting firms, giving clients and colleagues access to both local expertise and global insight.

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Equality, Diversity & Inclusion

Equality, diversity and inclusion are central to Saffery’s culture and future vision. Through its **Everyone Belongs** strategy, the firm continues to strengthen an inclusive and equitable workplace, supported by leadership from the top.

Saffery welcomes applications from talented individuals of all backgrounds, including all ethnicities, genders, ages, sexualities, disabilities and neurodivergent identities. The firm believes that individual differences create collective strength.

Built on the values of **excellence, integrity, enthusiasm and collegiality**, Saffery is a place where **Potential meets Personal**.

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Why Join Saffery?

• Work with a respected and established private client team

• Support a sophisticated portfolio of wealthy UK-based families

• Gain exposure to both advisory and compliance work

• Enjoy a collaborative culture with strong training and development

• Benefit from hybrid working, a competitive package and clear support for progression

If you are looking for a role where you can deliver meaningful advice, build trusted client relationships and continue developing your expertise in private client work, this opportunity at Saffery could be the ideal next step.