At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing bespoke advice.
- Company: Join a growing team at Cooper Parry, known for its supportive culture.
- Benefits: Enjoy flexible work, generous holidays, and a focus on wellbeing.
- Other info: Embrace a no dress code policy and engage in community volunteering.
- Why this job: Make a real impact by advising clients and developing junior team members.
- Qualifications: Experience in trust management and strong client relationship skills required.
The predicted salary is between 50000 - 60000 £ 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.
About the 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 too. Working alongside a talented team of specialists, you’ll:
- 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... At Cooper Parry, we’re in it together. All we ask of our people is that they play all in. You’ll continuously strive to keep learning – whether you’re a trainee or a Partner – and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP. In addition to those core values, as a Trust Specialist you should:
- 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 Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results. That’s why we offer things like:
- 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.
Feeling supported and welcomed is such a big part of bringing your whole self to work. 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 Reading employer: Cooper Parry
At Cooper Parry, we pride ourselves on being an exceptional employer that fosters a collaborative and inclusive work culture. Our commitment to employee growth is evident through our flexible working arrangements, generous benefits, and a strong focus on wellbeing, ensuring that every team member feels valued and empowered to thrive in their role as a Trust Specialist. Join us in making a meaningful impact while enjoying a supportive environment that encourages continuous learning and personal development.
