At a Glance
- Tasks: Manage a portfolio of clients and provide bespoke Trusts & Estates advice.
- Company: Leading advisory firm in Bury St Edmunds with a strong reputation.
- Benefits: Flexible homeworking, professional development, and competitive salary.
- Other info: Join a dynamic team with opportunities for career growth.
- Why this job: Become a trusted adviser and make a real difference for clients.
- Qualifications: Minimum five years’ experience in Trusts and Estates with CTA/STEP qualification.
The predicted salary is between 45000 - 55000 £ per year.
A leading advisory firm in Bury St Edmunds is seeking an experienced Trust & Estates professional to manage a portfolio of clients in the private client sector.
You will act as a trusted adviser, providing bespoke advice and ensuring compliance deadlines are met.
The ideal candidate will possess a minimum of five years’ experience in Trusts and Estates, along with a CTA and/or STEP qualification.
This role offers various benefits, including flexible homeworking and professional development opportunities. #J-18808-Ljbffr
Trusts & Estates Manager - Private Client Advisor (Hybrid) in Bury St Edmunds employer: Churchgates Ltd
As a leading advisory firm in Bury St Edmunds, we pride ourselves on fostering a supportive and dynamic work culture that values professional growth and employee well-being. Our Trusts & Estates Manager role not only offers flexible homeworking options but also provides ample opportunities for continuous learning and development, making it an ideal environment for those seeking meaningful and rewarding employment in the private client sector.
