At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing bespoke planning advice.
- Company: Join a client-focused team that values trust and autonomy.
- Benefits: Flexible work options, generous holiday, enhanced parental leave, and wellbeing support.
- Other info: Enjoy a vibrant culture with social clubs and community volunteering opportunities.
- 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 60000 - 80000 £ per year.
About the role... Are you a Private Client Trust specialist 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 CP, 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. 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.
About us… We’re a team dedicated to a client‑focused service free from unnecessary red‑tape. What's in it for you? 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.
Equal opportunities We’re an equal opportunities employer and will work with you to ensure you have everything you need to develop your skills and achieve your best. Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.
Private Client Compliance Senior Manager - Trust Specialist in Stonehaven employer: Cooper Parry
At CP, we pride ourselves on being an exceptional employer, offering a vibrant work culture that champions flexibility and personal growth. As a Private Client Compliance Senior Manager - Trust Specialist, you'll enjoy a supportive environment where your expertise is valued, alongside generous benefits such as enhanced parental leave, a robust pension scheme, and a commitment to your wellbeing. Join us in a role that not only allows you to make a meaningful impact on clients but also fosters your professional development through coaching and mentoring opportunities.
