At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while delivering exceptional client experiences.
- Company: Join Cooper Parry, a forward-thinking firm with a focus on client satisfaction.
- Benefits: Enjoy flexible working, generous benefits, and opportunities for professional growth.
- Other info: Dynamic team environment with opportunities to mentor junior members.
- Why this job: Become a trusted adviser and mentor while making a real impact in clients' lives.
- Qualifications: Significant experience in trust management and excellent client relationship skills required.
The predicted salary is between 50000 - 70000 £ per year.
Cooper Parry is seeking a Trust Specialist to manage a diverse portfolio of trusts and estates, delivering exceptional client experiences. You will play a key role in providing bespoke advice and acting as a trusted adviser while mentoring junior team members.
The ideal candidate will have significant experience in trust management, excellent client relationship skills, and a relevant qualification such as CTA or STEP.
Cooper Parry offers a flexible working environment and generous benefits.
Senior Private Client Trusts Advisor employer: Cooper Parry
Cooper Parry is an exceptional employer that prioritises employee well-being and professional growth, offering a flexible working environment that fosters a healthy work-life balance. With a strong commitment to mentorship, you will have the opportunity to develop your skills while managing a diverse portfolio of trusts and estates, all within a supportive team culture that values collaboration and innovation.
