Trusts Adviser - Cardiff

Chadwick Nott; Cardiff; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an experienced Trust Adviser to join their Cardiff office. This exciting opportunity involves working within a well-respected team that provides expert advice on trust management and estate planning. You will collaborate closely with tax technicians and senior lawyers, advising clients on trust structures and distributions. This role not only allows you to build long-term client relationships but also offers the chance to mentor junior staff and engage in internal development projects. The firm promotes a supportive and flexible working environment, making it an ideal place for career progression and work-life balance.

Benefits

Flexible working patterns

Strong benefits package

Excellent work-life balance

Career progression opportunities

Qualifications

• 5+ years of experience in trust or private client setting.
• Strong technical trust knowledge and proactive, commercial approach.

Responsibilities

• Advise on trust structures, distributions, IHT and CGT planning.
• Mentor junior team members and contribute to technical development.

Skills

Trust Management

Communication Skills

Client Care

Proactive Approach

Education

Solicitor Qualification

CILEX

STEP

ATT

CTA

Job description

Trusts Adviser - Cardiff

A fantastic new opportunity has arisen in the Cardiff office of this leading UK law firm for an experienced Trust Adviser to join their Trust Management and Advisory team, part of their highly regarded Succession and Tax Practice Group.

This is an excellent role for someone with extensive knowledge of trust management, ideally gained within a trust company, financial institution, or private client team. You'll be working closely with the Trust Manager, tax technicians, and senior lawyers in a team that provides specialist advice to a wide range of trustee clients.

The firm's succession and tax team is known for delivering high quality advice on estate planning, Wills, Court of Protection, trust management, and estate administration. This role will see you advising on trust structures, distributions, IHT and CGT planning, trust wind-ups, and charitable trusts, with additional involvement in mentoring junior team members and contributing to internal technical development.

You'll also have the opportunity to support wider tax projects and collaborate across departments, particularly with the charities and private wealth teams. This is a client-facing role with genuine scope to build long-term relationships and carve out a strong professional profile within the firm.

To be considered, you'll have:

1. A relevant professional qualification (Solicitor, CILEX, STEP, ATT or CTA)
2. At least 5 years' experience in a trust or private client setting
3. Strong technical trust knowledge and a proactive, commercial approach
4. Excellent communication and client care skills
5. Confidence managing your own matters and supporting others in the team

The firm offers hybrid working and is open to applicants looking for flexible working patterns. You'll be joining a supportive, collegiate team that offers great progression, an excellent work-life balance, and a strong benefits package.

For more information, please contact Emma Lester at Chadwick Nott on 0117 917 1529 / 07778047719 / [e-mail]

*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*