At a Glance
- Tasks: Manage diverse UK trusts and estates while providing tailored advice and coaching junior team members.
- Company: Cooper Parry, a supportive firm in Reading with a focus on client relationships.
- Benefits: Flexible work approach, generous holidays, and a collaborative culture.
- Other info: Join a dynamic team with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while developing your expertise in trust management.
- Qualifications: Extensive experience in trust management and strong knowledge of taxation and estate administration.
The predicted salary is between 50000 - 70000 £ per year.
Cooper Parry in Reading is seeking a Trust Specialist to manage a diverse portfolio of UK trusts and estates. This role involves delivering bespoke trust and estate planning advice, coaching junior team members, and ensuring compliance in trust administration.
The ideal candidate will have:
- Extensive experience in trust management
- Strong knowledge of taxation and estate administration
- Excellent client relationship skills
Benefits include a flexible work approach, generous holidays, and a supportive culture.
Senior Private Client Trusts & Estates Advisor in Reading employer: Cooper Parry
Cooper Parry in Reading is an exceptional employer, offering a dynamic work environment where flexibility and support are at the forefront of our culture. As a Senior Private Client Trusts & Estates Advisor, you will not only manage a diverse portfolio but also have the opportunity to mentor junior team members, fostering professional growth while enjoying generous holidays and a commitment to work-life balance.
