Trusts & Estates Manager - Private Client Advisor (Hybrid)

  • Churchgates Ltd
  • Bury St. Edmunds, Suffolk
  • Apr 09, 2026
Full time Banking

Job Description

A leading advisory firm in Bury St Edmunds is seeking an experienced Trust & Estates professional to manage a portfolio of clients in the private client sector. You will act as a trusted adviser, providing bespoke advice and ensuring compliance deadlines are met. The ideal candidate will possess a minimum of five years' experience in Trusts and Estates, along with a CTA and/or STEP qualification. This role offers various benefits, including flexible homeworking and professional development opportunities.