Trust and Estate Specialist

12 hours ago


Cardiff, Cardiff, United Kingdom Yolk Recruitment Ltd Full time
About the Role: Yolk Recruitment Ltd is currently seeking a skilled Trust and Estate Specialist to join their team. As a Trust and Estate Specialist, you will be responsible for advising clients on trust creation, management, and restructuring, as well as providing tax implications guidance. Your expertise will be essential in helping clients navigate complex estate planning matters.

Responsibilities:
  • Advising clients on trust creation, management, and restructuring
  • Providing tax implications guidance
  • Managing complex estate planning matters


Requirements: To be successful in this role, you will need to have at least one seat or previous experience in the private client department. Additionally, you must be proficient in Microsoft Office Suite and have knowledge of data management systems. A generous annual leave allowance of 25 days and contributions toward gym memberships are included in the benefits package. The estimated salary for this position is around £60,000 per annum.

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