Senior Trust Advisor

Job Description:

Do you have experience in a Private Client team? Our client is looking for a STEP qualified individual, ideally experienced in Trust and Tax work to join their team in Dundee.

• Ideally a minimum of 5 years'+ experience in Private Client/law/accountancy firm.


• STEP qualified


• Technical knowledge in Trusts and Executries and Tax and succession matters.


• Excellent verbal and written communication skills with confidence in client facing situations.


• An organised, proactive and collaborative team player with a high degree of initiative.

• Advising clients on tax and succession matters, fulfil a project management role in implementing this advice and be able to effectively and clearly communicate with clients throughout this process.


• Providing Trust and Executry tax planning and advice.


• Overseeing the preparation of legal documentation by third parties (to include but not limited to Wills, Deeds of Trust, Powers of Attorney and Deeds of Variation) and reviewing the accuracy of such documentation in comparison to the instructions.


• Lead client relationship management and client care and be a trusted, reliable and discreet advisor for clients.

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15923

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy.

Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.

We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.

For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM