At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing bespoke planning advice.
- Company: Cooper Parry is a leading advisory firm based in London, specialising in trust management.
- Benefits: Enjoy a flexible work environment along with various employee benefits for workplace satisfaction.
- Other info: The position is located in London, focusing on private client services.
- Why this job: This role offers the chance to be the primary contact for clients in trust management.
- Qualifications: Candidates should have significant experience and relevant qualifications like CTA or STEP.
The predicted salary is between 60000 - 80000 £ per year.
Cooper Parry is looking for a Trust Specialist in London to manage a diverse portfolio of trusts and estates. You will act as the primary point of contact for clients and provide bespoke trust and estate planning advice beyond compliance.
The ideal candidate will have significant experience in trust management, excellent relationship skills, and relevant qualifications such as CTA or STEP.
This role offers a flexible work environment and various employee benefits to enhance workplace satisfaction.
Private Client Trust Senior Manager | Advisory Specialist in London employer: Cooper Parry
Cooper Parry, located in London, offers a flexible work environment and a range of employee benefits. The firm is dedicated to providing exceptional trust and estate planning services, ensuring client satisfaction through expert advice.
