Job description:
Trust & Estate Planner (Part-Time, 3 Days Per Week)
Kenilworth, Warwickshire
£60,000–£70,000 pro rata + Bonus + Excellent Benefits
Bernard Rogers & Co, a respected, long-established, family-owned practice, is seeking an experienced Trust & Estate Planner to join their warm and values-led team in Kenilworth.
Established in 1993, the firm has grown steadily by focusing on long-term client relationships, technical excellence, and a genuinely supportive environment. With a team of around 35, a modern and collaborative culture, and an emphasis on quality over volume, this is a rare opportunity to join a stable and trusted advisory practice with a strong family ethos.
This role is ideal for a technically competent private client tax or estate planning professional who thrives in a hands-on advisory environment and enjoys working closely with clients to deliver tailored, strategic solutions.
The Role
Working three days per week, you’ll provide specialist advice on:
* Inheritance Tax (IHT) planning, exemptions, reliefs, and gifting strategies
* Trust structures, including management, charges, and compliance
* Wealth structuring such as family investment companies
* Long-term estate planning for individuals, families, and business owners
* Identifying legitimate tax planning opportunities
* Producing clear, in-depth client reports and recommendations
You’ll work directly with a loyal client base, building long-term relationships and offering structured, personalised guidance.
What You’ll Bring
We’d love to hear from you if you have:
* Experience in private client tax, trusts, estate planning, or similar advisory work
* Strong technical knowledge of UK personal tax and trust legislation
* A relationship-led approach and the ability to explain complex matters simply
* High levels of professionalism, warmth, and client care
* Experience advising on residence and domicile matters is beneficial but not essential.
What Bernard Rogers & Co Offers
* 3-day working week with a 5pm finish and no overtime
* £60–70k pro rata (flexible for exceptional candidates)
* Discretionary annual bonus
* 27 days’ holiday (including fixed days at Easter and Christmas) plus bank holidays
* Pension scheme with employer contributions matched up to 5%
* Paid parking permit close to the office
* A friendly, supportive team and strong family culture
* A stable, long-established firm with opportunities to contribute and grow