Senior Private Client Trust & Estates Advisor

Senior Private Client Trust & Estates Advisor

Full-Time 50000 - 65000 Β£ / year (est.) No working from home possible
Cooper Parry

At a Glance

  • Tasks: Manage a diverse portfolio of trusts and estates while advising clients on bespoke planning.
  • Company: Cooper Parry, a leading firm in trust management with a focus on client relationships.
  • Benefits: Flexible working hours and a generous benefits package for a great work-life balance.
  • Other info: Join a dynamic team in Aberdeen City with opportunities for professional growth.
  • Why this job: Be a trusted adviser and make a real difference in clients' lives through expert guidance.
  • Qualifications: Significant experience in trust management and strong knowledge of trust taxation.

The predicted salary is between 50000 - 65000 Β£ per year.

Cooper Parry in Aberdeen City is seeking a Trust Specialist to manage a diverse portfolio of trusts and estates. You will act as the trusted adviser for clients, offering bespoke trust and estate planning while ensuring compliance is maintained.

The ideal candidate will have significant experience in trust management and a strong knowledge of trust taxation and inheritance tax. A flexible working approach and a generous benefits package are offered to enhance work-life balance.

Senior Private Client Trust & Estates Advisor employer: Cooper Parry

Cooper Parry is an exceptional employer located in Aberdeen City, offering a dynamic work culture that prioritises employee well-being and professional growth. With a generous benefits package and a flexible working approach, we empower our team to achieve a healthy work-life balance while providing the opportunity to manage a diverse portfolio of trusts and estates, making a meaningful impact in clients' lives.

Cooper Parry

Contact Details:

Cooper Parry Recruitment Team

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

Trust Management
Estate Planning
Trust Taxation
Inheritance Tax Knowledge
Client Advisory Skills
Compliance Management
Portfolio Management