Senior Private Client Trusts Advisor
Posted 1 day 17 hours ago by Cooper-Parry
Permanent
Full Time
Other
Derbyshire, United Kingdom
Job Description
Cooper-Parry in Derby is looking for a Trust Specialist to oversee a diverse portfolio of trusts and estates. This role involves delivering customized trust and estate planning advice while ensuring compliance with taxation obligations.
The ideal candidate will have strong experience in managing trusts, excellent client relationship skills, and a relevant qualification such as CTA or STEP. Benefits include a flexible work approach, generous holiday, and a supportive culture.