At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing tailored client advice.
- Company: Cooper Parry, a leading firm in Aberdeen City with a focus on client service.
- Benefits: Flexible working, professional growth opportunities, and mentoring junior team members.
- Other info: Dynamic environment with opportunities for career advancement.
- Why this job: Join a pivotal role that combines compliance and strategic planning for impactful client service.
- Qualifications: Significant experience in managing trusts and strong knowledge of trust taxation.
The predicted salary is between 50000 - 65000 £ per year.
Cooper Parry in Aberdeen City is seeking a Trust Specialist to manage a diverse portfolio of trusts and estates, providing tailored advice to clients. This pivotal role encompasses compliance tasks and strategic planning, ensuring high-quality service to clients.
The ideal candidate will possess significant experience in managing trusts alongside strong knowledge of trust taxation. A flexible working approach is encouraged, with opportunities for professional growth, including mentoring junior team members.
Senior Private Client Trust Advisor & Compliance Lead employer: Cooper Parry
Cooper Parry is an exceptional employer located in the vibrant city of Aberdeen, offering a dynamic work culture that prioritises flexibility and professional development. As a Senior Private Client Trust Advisor & Compliance Lead, you will not only manage a diverse portfolio of trusts but also have the opportunity to mentor junior team members, fostering a collaborative environment that encourages growth and innovation. With a commitment to high-quality service and tailored client advice, Cooper Parry stands out as a rewarding place to build a meaningful career.
