At a Glance
- Tasks: Support the administration of UK trusts and ensure compliance with regulations.
- Company: Reputable regional law firm known for its exceptional people and supportive culture.
- Benefits: Generous holiday, wellbeing services, discounted legal fees, and pension scheme.
- Other info: Fantastic work-life balance with a commitment to inclusion and community involvement.
- Why this job: Join a team that values your growth and offers a rewarding career in a supportive environment.
- Qualifications: Experience in private client, trust, tax, or legal environments with basic understanding of UK trusts.
The predicted salary is between 30000 - 40000 £ per year.
You’ll be joining a regional law firm that enjoys a strong reputation, recognised in the Legal 500 and Chambers Guide, made possible by our exceptional people. We want to help you reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.
The Private Client Team comprises 21 fee earners and 18 support staff, led by Partner and Team Head, Valerie Robinson, with whom you will work closely alongside other partners and colleagues. You will be based at the Kidderminster office, with the wider team working from Birmingham, Bromsgrove, Worcester, Telford and Ludlow offices.
The Role
To support the administration and compliance management of UK trusts, ensuring that statutory obligations, HMRC reporting requirements and regulatory standards are met accurately and on time. The role supports trustees and senior colleagues by maintaining compliant trust records, monitoring deadlines and assisting with trust administration and tax-related processes. The role is suitable for an individual from either an accountancy or legal background, who understands the fundamentals of UK trusts and their statutory obligations, and who wishes to continue developing their technical knowledge within a well-supported environment.
Key requirements
- You will have experience within a private client, trust, tax or legal environment.
- You will have a basic understanding of UK trusts and HMRC trust processes.
Day to day, you’ll be successful in this role by:
- a commitment to outstanding client care.
- maintaining strong working relationships with internal and external stakeholders.
- adhering to and implementing Law Society and firm guidelines and regulations.
- following regulatory and best practices in accordance with GDPR and Solicitors accounts rules.
- maintaining and updating records regarding trust compliance and regulation.
- assisting with HMRC preparation, forms and tax support.
- supporting the administration of trusts.
Salary & Benefits:
- 22 to 25 days’ holiday on a full-time basis (plus additional days at Christmas and statutory Bank Holidays)
- Employee Assistance programme and wellbeing services – 24/7 helpline facility
- Discounted legal fees for staff and family members
- Death in service provision
- Auto enrolment in our Company Pension
Other reasons to join us:
We offer a rewarding career of quality work alongside a commitment to your development. It’s a fantastic environment in which people grow! A supportive ‘people first’ culture, driven by wellbeing and work/life balance (it's a 35-hour week)… over 90% of our people responded in our 2025 engagement survey that it’s a great place to work and they’re proud to work here. Committed to inclusion, we aim to employ a diverse section of the community whilst our work for good causes continues to flourish. Many of our people are actively involved in CSR, Sports & Social and Health & Wellbeing groups.
For more information on what it’s like to work at mfg, please visit our recruitment page or email recruitment@mfgsolicitors.com to arrange a confidential call to discuss this opportunity further.
Trusts and Estates Executive employer: MFG LEGAL SERVICES LIMITED
Join a highly regarded regional law firm in Kidderminster, where your professional growth is nurtured within a supportive and inclusive culture. With a commitment to employee wellbeing, a strong focus on work/life balance, and opportunities for involvement in community initiatives, we ensure that our team members feel valued and proud to be part of our success. Enjoy competitive benefits, including generous holiday allowances and a commitment to your ongoing development, making this an excellent place to build a rewarding career.
Contact Details:
MFG LEGAL SERVICES LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trusts and Estates Executive
✨Network Like a Pro
Get out there and connect with people in the legal and trust sectors. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. A friendly chat can sometimes lead to job opportunities that aren’t even advertised!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your understanding of UK trusts and HMRC processes. Share examples of how you've successfully managed compliance or administration tasks in the past. This will show them you’re not just a good fit on paper but also in practice!
✨Be Prepared for Interviews
Research the firm thoroughly before your interview. Understand their culture, values, and recent achievements. Prepare questions that show you’re genuinely interested in their work and how you can contribute to their success. This will help you stand out as a candidate who’s truly invested in the role.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about joining our fantastic team. We can’t wait to see what you bring to the table!
We think you need these skills to ace Trusts and Estates Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Trusts and Estates Executive role. Highlight any relevant experience in private client, trust, or legal environments to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background aligns with our values. Don’t forget to mention your commitment to outstanding client care!
Showcase Your Knowledge:We want to see that you understand UK trusts and HMRC processes. Include specific examples of how you’ve dealt with compliance management or trust administration in your application to impress us!
Apply Through Our Website:For the best chance of success, make sure to apply through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity!
How to prepare for a job interview at MFG LEGAL SERVICES LIMITED
✨Know Your Trusts
Make sure you brush up on your knowledge of UK trusts and their statutory obligations. Familiarise yourself with HMRC processes and be ready to discuss how you can ensure compliance in your role. This will show that you're serious about the position and understand the key responsibilities.
✨Showcase Your Client Care Skills
Since outstanding client care is a priority for the firm, think of examples from your past experiences where you've gone above and beyond for clients. Be prepared to share these stories during the interview to demonstrate your commitment to maintaining strong relationships.
✨Understand the Culture
Research the firm's culture and values, especially their focus on wellbeing and work/life balance. Be ready to discuss how you align with these values and how you can contribute to a positive working environment. This will help you stand out as a candidate who fits well within their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This could be about the team dynamics, opportunities for professional development, or how they support their staff's wellbeing. Asking insightful questions shows your genuine interest in the role and the firm.
