Specialist Trusts Advisor
4 weeks ago
We are seeking an exceptional Specialist Trusts Advisor to join our team at Chadwick Nott, a leading Legal 500 firm in Bournemouth. As a key member of our Private Client department, you will play a crucial role in delivering expert advice on trusts for individual clients.
The ideal candidate will have a passion for Personal Tax, Trusts and Probate, with a strong understanding of the complexities involved in these areas. You will work closely with our experienced team to provide innovative solutions to clients' needs, ensuring their financial security and peace of mind.
Responsibilities
- Deliver specialist advice on trusts for individual clients, ensuring compliance with relevant laws and regulations
- Collaborate with colleagues to develop and implement effective strategies for clients' estates, taking into account their personal circumstances and financial goals
- Maintain up-to-date knowledge of changes in tax legislation and their impact on clients' affairs
- Communicate complex information to clients in a clear and concise manner, using plain language to ensure they understand their options and choices
In return for your expertise, we offer a competitive salary of £60,000 - £80,000 per annum, depending on experience, as well as a range of benefits including:
Benefits
- A competitive salary and bonus scheme
- A comprehensive benefits package, including private health insurance and pension scheme
- Ongoing training and development opportunities to help you grow your skills and career
- A supportive and collaborative work environment, with regular social events and team-building activities
At Chadwick Nott, we value diversity and inclusion, and are committed to creating a workplace where everyone feels welcome and valued. We believe that this approach not only reflects our company values but also helps us deliver the best possible service to our clients.
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