Senior Private Client Trusts & Compliance Lead

Senior Private Client Trusts & Compliance Lead

Full-Time 50000 - 65000 Β£ / year (est.) No working from home possible
Cooper Parry

At a Glance

  • Tasks: Manage a diverse portfolio of trusts and estates while advising clients on tailored planning.
  • Company: Cooper Parry, a dynamic firm based in Manchester with a focus on client relationships.
  • Benefits: Flexible work approach and generous holiday entitlement for a balanced lifestyle.
  • Other info: Opportunity to mentor junior colleagues and grow within a supportive environment.
  • Why this job: Join a team where your expertise makes a real difference in clients' lives.
  • Qualifications: Substantial experience in trusts and estates with strong knowledge in taxation and compliance.

The predicted salary is between 50000 - 65000 Β£ per year.

Cooper Parry based in Manchester is hiring a Trust Specialist to manage a diverse portfolio of trusts and estates. This role focuses on delivering tailored trust and estate planning advice while being the primary contact for clients and advisers.

The ideal candidate will have substantial experience in trusts and estates, possess strong knowledge in trust taxation and compliance, and be capable of mentoring junior colleagues.

Benefits include a flexible work approach and generous holiday entitlement.

Senior Private Client Trusts & Compliance Lead employer: Cooper Parry

Cooper Parry is an exceptional employer that values its employees by offering a flexible work approach and generous holiday entitlement, fostering a healthy work-life balance. With a strong emphasis on professional development, this role not only allows you to manage a diverse portfolio of trusts and estates but also provides opportunities to mentor junior colleagues, ensuring continuous growth within a supportive and collaborative environment in the vibrant city of Manchester.

Cooper Parry

Contact Details:

Cooper Parry Recruitment Team

We think you need these skills to ace Senior Private Client Trusts & Compliance Lead

Trusts and Estates Management
Trust Taxation Knowledge
Compliance Expertise
Client Relationship Management
Advisory Skills
Mentoring Skills
Portfolio Management