Senior Trust Advisor
4 weeks ago
About the Role
We are seeking a highly skilled Associate to join our top-tier Private Client team in Leeds. As a Senior Trust Advisor, you will play a key role in advising trustees of high-value private family trusts on matters of trust law and governance, taxation, and re-structuring.
Our team acts for national clients, including high-profile landed estates and individuals, and trustees of complex trust structures. You will have the opportunity to manage your own varied caseload, assist senior members with complex cases, and attend networking events to strengthen our client portfolio.
About You
- You will have demonstrable technical experience in Private Clients, specifically trusts, estate planning, and administration.
- You will be able to manage caseloads while maintaining exceptional attention to detail and seamless service.
- You will have excellent oral and written communication skills, including producing quality drafting and undertaking in-depth research.
- You will be able to operate independently and work collaboratively as part of a team to deliver the best outcomes for our clients.
- You will have an aptitude for business development and a passion for growing strong client and referrer relationships.
Our Benefits
- We offer flexible working options, 25 days' holiday as standard, and a generous pension scheme.
- We also offer volunteering days, Westfield Health membership, and a range of well-being initiatives to support your mental health and wellbeing.
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