At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing bespoke advice.
- Company: Join a growing Private Client team in a dynamic and supportive environment.
- Benefits: Flexible work options, generous holiday, enhanced parental leave, and wellbeing support.
- Other info: Opportunities for coaching junior team members and engaging with local communities.
- Why this job: Make a real impact by advising clients and developing your skills in a rewarding role.
- Qualifications: Experience in trust management and strong client relationship skills required.
The predicted salary is between 50000 - 65000 £ per year.
About the Role
Are you a Private Client Trust Manager looking for your next challenge? Our Private Client team is growing, and we’re currently seeking a Trust Specialist to join them on their journey.
Day to Day
You’ll take ownership of a diverse portfolio of trusts and estates, acting as the trusted adviser and primary point of contact for clients, trustees and professional intermediaries. This isn’t a purely compliance‑focused role; you’ll play a key part in delivering bespoke trust and estate planning advice.
Responsibilities
- Manage a portfolio of UK trusts and estates, delivering a first‑class client experience.
- Review and oversee trust tax returns and annual compliance obligations.
- Review trust accounts and ensure all reporting requirements are met accurately and efficiently.
- Support Partners and Directors on trust planning, inheritance tax planning and wider private client advisory projects.
- Manage trust account administration.
- Build and nurture strong relationships with clients and third‑party advisers.
- Coach, mentor and develop junior team members, helping them grow their technical and commercial skills.
- Identify opportunities to add value and deliver proactive advice that makes a genuine difference to clients.
About You / Qualifications
- Have significant experience managing trusts, estates and related tax matters.
- Strong knowledge of trust taxation, inheritance tax and estate administration.
- Experience reviewing trust accounts and managing annual trust compliance processes.
- Excellent client relationship management skills and the confidence to act as a trusted adviser.
- The ability to lead, coach and develop more junior team members.
- CTA, STEP or equivalent qualification/experience.
Benefits
- A flexible approach to work – balancing working from home, in‑office or with clients.
- A generous holiday entitlement.
- An enhanced parental leave policy.
- An enhanced pension scheme.
- No dress code – just "wear something!"
- A multi‑award‑winning wellbeing offering to support your physical, mental, spiritual and financial health.
- Volunteering opportunities to work closer with local communities and charities.
- Cooper Parry social/sports clubs.
As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
Private Client Compliance - Trusts Manager in Birmingham employer: Cooper Parry
Cooper Parry is an exceptional employer that fosters a collaborative culture, making it an ideal place for a Senior NetSuite Functional Consultant to thrive. With generous holiday allowances and a commitment to professional development, employees are encouraged to grow their skills while enjoying the flexibility of a largely remote role. The opportunity to build strong client relationships and engage in meaningful projects further enhances the rewarding experience of working with us.
