Senior Trust & Private Client Advisor in Glasgow

Senior Trust & Private Client Advisor in Glasgow

Glasgow Full-Time 50000 - 70000 Β£ / year (est.) No working from home possible
Cooper Parry

At a Glance

  • Tasks: Manage diverse trusts and estates while delivering top-notch client experiences.
  • Company: Join Cooper Parry, a leading firm in Glasgow with a focus on private clients.
  • Benefits: Enjoy flexible work options and a generous benefits package for your wellbeing.
  • Other info: Be part of a supportive team that values employee wellbeing and growth.
  • Why this job: Make a real difference in clients' lives through bespoke trust and estate planning.
  • Qualifications: Significant experience in trust management and strong client relationship skills.

The predicted salary is between 50000 - 70000 Β£ per year.

Cooper Parry, located in Glasgow, is seeking a Trust Specialist to join their Private Client team. In this role, you will manage a diverse portfolio of trusts and estates, delivering high-quality client experiences and providing bespoke trust and estate planning advice.

The ideal candidate will have significant experience in trust management, strong knowledge of trust taxation, and excellent client relationship skills.

This position offers a flexible work approach and a generous benefits package aimed at promoting employee wellbeing.

Senior Trust & Private Client Advisor in Glasgow employer: Cooper Parry

Cooper Parry is an exceptional employer that prioritises employee wellbeing and professional growth, offering a flexible work approach and a generous benefits package. Located in the vibrant city of Glasgow, our work culture fosters collaboration and innovation, making it an ideal environment for Trust Specialists to thrive while managing diverse portfolios and delivering bespoke client experiences.

Cooper Parry

Contact Details:

Cooper Parry Recruitment Team

We think you need these skills to ace Senior Trust & Private Client Advisor in Glasgow

Trust Management
Trust Taxation
Client Relationship Skills
Estate Planning
Portfolio Management
Bespoke Advice
High-Quality Client Experience