At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing bespoke advice.
- Company: Cooper Parry, a dynamic firm based in Stonehaven.
- Benefits: Flexible working, generous benefits, and a supportive culture.
- Other info: Opportunity to coach junior team members in a collaborative environment.
- Why this job: Make a real impact by advising clients on trust and estate planning.
- Qualifications: Experience with trusts and tax matters; CTA or STEP qualification preferred.
The predicted salary is between 60000 - 80000 £ per year.
Cooper Parry, based in Stonehaven, is seeking a Trust Specialist to manage a diverse portfolio of trusts and estates. In this role, you'll be the primary point of contact, delivering bespoke trust and estate planning advice while maintaining a strong client relationship.
The ideal candidate will have significant experience with trusts and tax matters, a CTA or STEP qualification, and a desire to coach junior team members.
Enjoy a flexible working environment, generous benefits, and a culture that empowers.
Senior Private Client Trust Advisor & Compliance Leader in Stonehaven employer: Cooper Parry
Cooper Parry is an exceptional employer that prioritises employee well-being and professional growth, offering a flexible working environment and generous benefits. Located in the picturesque Stonehaven, our culture fosters empowerment and collaboration, making it an ideal place for Trust Specialists to thrive while mentoring junior team members and building lasting client relationships.
