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.
Responsibilities
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.
* 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.
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.
Equal Opportunity Statement
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.
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