Senior Private Client Trusts & Estates Advisor in Leeds

Senior Private Client Trusts & Estates Advisor in Leeds

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

At a Glance

  • Tasks: Manage diverse trusts and estates while providing tailored planning advice.
  • Company: Join Cooper Parry, a forward-thinking firm with a supportive team culture.
  • Benefits: Enjoy flexible working, generous leave, and wellbeing initiatives.
  • Other info: Opportunity to mentor junior staff and grow within a dynamic environment.
  • Why this job: Make a real difference in clients' lives while developing your skills.
  • Qualifications: Significant experience in trust management and strong tax knowledge.

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

Cooper Parry is seeking a Trust Specialist to manage a diverse portfolio of trusts and estates while delivering bespoke planning advice. You'll collaborate with a talented team, providing excellent client experiences and developing junior members of staff.

Successful candidates will have significant experience in trust management and strong tax knowledge. The role offers a flexible working environment and a comprehensive benefits package, including generous leave and wellbeing initiatives.

Senior Private Client Trusts & Estates Advisor in Leeds employer: Cooper Parry

Cooper Parry is an exceptional employer that values flexibility and employee wellbeing, making it an ideal place for a Senior Private Client Trusts & Estates Advisor. With a strong focus on professional development and a collaborative work culture, employees are encouraged to grow their skills while managing a diverse portfolio of trusts and estates. The comprehensive benefits package, including generous leave and wellbeing initiatives, further enhances the rewarding experience of working in this dynamic environment.

Cooper Parry

Contact Details:

Cooper Parry Recruitment Team

We think you need these skills to ace Senior Private Client Trusts & Estates Advisor in Leeds

Trust Management
Tax Knowledge
Client Relationship Management
Bespoke Planning Advice
Portfolio Management
Team Collaboration
Mentoring and Development