Private Client Trusts Lead & Advisory Specialist in Birmingham

Private Client Trusts Lead & Advisory Specialist in Birmingham

Birmingham Full-Time 60000 - 75000 Β£ / year (est.) No working from home possible
Cooper Parry

At a Glance

  • Tasks: Manage a diverse portfolio of trusts and estates while providing top-notch client advisory.
  • Company: Join Cooper Parry, a leading firm in Birmingham with a focus on client experience.
  • Benefits: Enjoy flexible working, generous benefits, and opportunities for professional growth.
  • Other info: Be part of a supportive team that values your development and success.
  • Why this job: Make a real difference in clients' lives while developing your leadership skills.
  • Qualifications: Significant experience in trust management and strong knowledge of trust taxation required.

The predicted salary is between 60000 - 75000 Β£ per year.

Cooper Parry, located in Birmingham, is seeking a Trust Specialist to manage a diverse portfolio of trusts and estates. This role combines client advisory and tax compliance for a first-class client experience.

Candidates should have significant experience in trust management, strong knowledge in trust taxation, and the ability to lead and develop junior team members.

The position offers a flexible work approach and generous benefits.

Private Client Trusts Lead & Advisory Specialist in Birmingham employer: Cooper Parry

Cooper Parry is an exceptional employer that fosters a collaborative culture, making it an ideal place for a Senior NetSuite Functional Consultant to thrive. With generous holiday allowances and a commitment to professional development, employees are encouraged to grow their skills while enjoying the flexibility of a largely remote role. The opportunity to build strong client relationships and engage in meaningful projects further enhances the rewarding experience of working with us.

Cooper Parry

Contact Details:

Cooper Parry Recruitment Team

We think you need these skills to ace Private Client Trusts Lead & Advisory Specialist in Birmingham

Trust Management
Trust Taxation
Client Advisory
Tax Compliance
Portfolio Management
Leadership Skills
Team Development