At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing bespoke advice.
- Company: Cooper Parry, a leading firm in trust and estate management.
- Benefits: Flexible work, generous holiday, and personal development opportunities.
- Other info: Join a dynamic team with excellent career growth potential.
- Why this job: Build strong client relationships and make a real difference in their financial planning.
- Qualifications: Significant experience in managing trusts and understanding of trust taxation.
The predicted salary is between 40000 - 50000 £ per year.
Cooper Parry in Stonehaven is looking for a Trust Specialist to manage a diverse portfolio of trusts and estates. You will provide bespoke trust and estate planning advice while building strong relationships with clients and third-party advisers.
The ideal candidate should have significant experience in managing trusts, as well as an in-depth understanding of trust taxation and compliance.
A flexible work approach, generous holiday entitlement, and opportunities for personal and professional development are offered.
Private Client Trust Advisor: Estates & Tax in Stonehaven employer: Cooper Parry
Cooper Parry in Stonehaven is an exceptional employer that prioritises employee well-being and growth. With a flexible work approach, generous holiday entitlement, and a strong focus on personal and professional development, we foster a supportive work culture where Trust Specialists can thrive while managing diverse portfolios of trusts and estates. Join us to build meaningful relationships with clients and advisers in a dynamic environment that values your expertise.
