Find a job 
Featured Companies 
Featured Universities 
For Companies 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 40000 - 50000 £ 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.
Trusts & Estates Manager - Private Client Advisor (Hybrid) in Suffolk employer: Churchgates Ltd
Contact Detail:
Churchgates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Estates Manager - Private Client Advisor (Hybrid) in Suffolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the Trusts and Estates field. Attend industry events or webinars to meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their values, recent projects, and how you can contribute to their success. This will help you stand out as a knowledgeable candidate.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and qualifications clearly and confidently. Highlight your CTA and/or STEP qualifications and how they make you the perfect fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Trusts & Estates Manager - Private Client Advisor (Hybrid) in Suffolk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Trusts and Estates. We want to see how your skills align with the role, so don’t be shy about showcasing your CTA and/or STEP qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Trusts & Estates Manager role. Share specific examples of how you've provided bespoke advice in the past.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention any relevant experience you have with meeting compliance deadlines. We love candidates who can demonstrate their understanding of the regulatory landscape!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Churchgates Ltd
✨Know Your Trusts & Estates Inside Out
Make sure you brush up on the latest regulations and best practices in Trusts and Estates. Being able to discuss recent changes or trends will show that you're not just experienced, but also proactive and knowledgeable.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build trust and provide bespoke advice, as this is crucial for the role of a Private Client Advisor.
✨Demonstrate Your Qualifications
Be ready to discuss your CTA and/or STEP qualifications in detail. Explain how these have equipped you with the skills necessary to excel in this position and how they relate to the specific needs of the firm.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and compliance. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.