Private Client Tax Manager Review
at Affinia
Higher Level Apprenticeship
Tax
Colchester
Review Submitted: April 2025
Overall Rating
4.5 /5
The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!
5/5
-
Overview of Role
5/5
-
Skills Development
4/5
-
Structure and Support
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis:
5/5
Managing a team of 4 individuals and portfolio of 400 clients, reviewing team's work comprising of advisory and compliance work for individuals, Trusts and Estates. Business development for firm including networking, winning work, engagement with professional advisors.
To what extent do you enjoy your programme?
5/5
Interesting core material, but also engaging social skill development
Skills Development
Have you learnt any new skills or developed existing skills?
5/5
Technical development as well as strong soft skills development. Such as communication, strategic thinking, problem solving
Structure and Support
How well organised/structured is your programme?
3/5
Well structured, although Tolleys lack transparency with the overall plan/foreword planning. There have been inconsistency's when comparing my experience/training with other apprenticeships. There is a lack of communication between Tolleys and us as employers/apprentice - normally task/assignments to meet apprenticeship requirements are raised to be completed last minute.
How much support do you receive from your employer?
5/5
How much support do you receive from your training provider when working towards your qualifications?
3/5
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
4/5
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
5/5
Recommendations & Advice
Would you recommend Affinia to a friend?
Yes
Why?
Brilliant training support and career development
What tips or advice would you give to others applying to Affinia?
Don't be afraid to be forwards with your career goals, and put in the effort to develop your soft skills (technical ability comes with time!)
