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.
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