Private Client Compliance Senior Manager - Trust Specialist

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, in...

Ready to Apply?

Submit your application today and join our talented team at Cooper Parry.