STEP Qualified Trust Compliance Officer - Private Client - Edinburgh

The role

The successful candidate would have the responsibility of ensuring that the administration of trusts and related entities complies with all applicable regulatory, legal, and internal policy requirements. They will also play a key role in maintaining high standards of governance, risk management, and regulatory compliance including Common Reporting Standard (CRS) reporting, Trust Registration Service (TRS) oversight, and the preparation and maintenance of the trust register required by the Law Society of Scotland.

Key Responsibilities

Trust & Regulatory Compliance

• Ensuring compliance across all trust and fiduciary matters in line with UK trust and Law Society of Scotland requirements.
• Maintain and develop the firms trust compliance policies, procedures and risk controls.
• Provide guidance to fee-earners on AML, onboarding and trust governance.
• Conduct internal reviews, audits and quality assurance checks on trust files.
• Monitor changes in legislation, STEP best practice and regulatory expectations, ensuring timely updates to internal processes.

CRS Reporting Duties

• Lead the firm’s CRS compliance function, including classification of trusts, due diligence, and reporting.
• Review trust structures to confirm CRS obligations and ensure accurate annual filings.
• Ensure robust data collection and audit trails for all CRS reporting activities.
• Deliver training and support to teams on CRS and related international transparency requirements.

Law Society of Scotland Trust Register Compliance

• Compile, maintain, and update the firm’s internal trust register in line with Law Society of Scotland regulations.
• Ensure all prescribed information is collected, stored, and updated within required timeframes.
• Coordinate with fee-earners to ensure trust data is complete, accurate, and compliant.
• Support regulatory inspections and provide relevant documentation as required.

What you will need to succeed

• STEP qualification is essential.
• Strong knowledge of UK trust law, AML regulations, and fiduciary compliance.
• Proven experience with CRS and TRS obligations.
• Understanding of Law Society of Scotland trust register requirements (or willingness to build expertise quickly).
• Excellent organisational and analytical skills with exceptional attention to detail.
• Experience in a law firm, trust company, or professional services environment.
• Strong interpersonal skills and the ability to provide clear, confident advice.

What you will get in return

• Exposure to complex and high-value Private Client work.
• On-going career development and progression opportunites
• Supportive, professional and collaborative team culture and work environment.
• A competitive salary and benefits package.
• Flexible and hybrid working arrangements to support work-life balance.

Anderson Strathern is an equal opportunities employer.  Our policy is to recruit, develop, nurture and retain a diverse workforce following the guidelines of the Equality Act 2010.