With a list in excess of 500 historical cases to resolve, Connor was busy from the off, working directly under a senior solicitor to benefit from her extensive knowledge of property law and how to deal with clients effectively.

He also led the development and coding of CTT’s Adviser Chatbot, programming it to answer consultants’ queries.

In this role, Connor learned more about the role of a professional trustee. He ensured clients were given information on how trusts operate and organised trustee meetings.

Responsible for evaluating and maximising the Trust Management team’s performance, Connor honed his analytical and problem-solving skills during this time, as well as team communication. His understanding of the law of trusts also developed while dealing with complaints that were escalated to a senior level.

While supervising and supporting the Trust Management department staff, developing and improving Internal processes for the team and for the company at large, Connor also dealt with complex and bespoke trust transactions and enquiries.

Ensuring the smooth delivery of our AI services to members and their clients, Connor provided hands-on support and onboarding, feeding back any issues and developing solutions in line with client needs.

In addition to overseeing the Estate Planning Support Team, helping members deliver the right guidance to advisers, and giving CTT members access to our in-house expertise, Connor is instrumental in developing our adviser provisions, including course and webinars, and how they are delivered. He’s also taken the lead on our one-to-one consultant support, allowing specialist CTT advisers to sit in on meetings with members and their clients.