At a Glance
- Tasks: Oversee diverse trusts and estates, providing tailored planning advice.
- Company: Cooper-Parry, a supportive firm in Derby with a strong culture.
- Benefits: Flexible work, generous holiday, and a collaborative environment.
- Other info: Join a dynamic team with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while managing impactful portfolios.
- Qualifications: Experience in trust management and strong client relationship skills.
The predicted salary is between 50000 - 60000 £ per year.
Cooper-Parry in Derby is looking for a Trust Specialist to oversee a diverse portfolio of trusts and estates. This role involves delivering customized trust and estate planning advice while ensuring compliance with taxation obligations.
The ideal candidate will have strong experience in managing trusts, excellent client relationship skills, and a relevant qualification such as CTA or STEP.
Benefits include a flexible work approach, generous holiday, and a supportive culture.
Senior Private Client Trusts Advisor in Derby employer: Cooper Parry
Cooper-Parry in Derby is an exceptional employer, offering a supportive culture that prioritises employee well-being and professional growth. With a flexible work approach and generous holiday allowances, we empower our team to achieve a healthy work-life balance while providing opportunities for continuous development in the field of trust and estate planning.
