At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while advising clients on tailored planning.
- Company: Cooper Parry, a leading firm in Belfast with a focus on client relationships.
- Benefits: Flexible work approach and a range of employee benefits to support your lifestyle.
- Other info: Opportunity to mentor junior staff and grow within a supportive team environment.
- Why this job: Make a real difference in clients' lives while developing your expertise in trust management.
- Qualifications: Significant experience in trust management and strong knowledge of trust taxation required.
The predicted salary is between 50000 - 65000 £ per year.
Cooper Parry in Belfast seeks a Trust Specialist to manage a diverse portfolio of trusts and estates.
You will act as the primary contact for clients and provide tailored trust and estate planning advice, ensuring all compliance and reporting obligations are met effectively.
The ideal candidate will have significant experience in trust management, a strong grasp of trust taxation, and be able to mentor junior staff.
The role offers a flexible work approach and multiple employee benefits.
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We think you need these skills to ace Senior Private Client Trust Advisor in Belfast
Trust Management
Estate Planning
Client Relationship Management
Trust Taxation
Compliance Knowledge
Reporting Skills
Mentoring Skills
