At a Glance
- Tasks: Support the administration of UK trusts and ensure compliance with regulations.
- Company: Join a top-rated regional law firm with a strong reputation.
- Benefits: Competitive salary, generous holiday, healthcare benefits, and a supportive work culture.
- Other info: Enjoy a people-first culture focused on wellbeing and career growth.
- Why this job: Make a real impact while developing your skills in a collaborative environment.
- Qualifications: Experience in private client, trust, tax, or legal environments is essential.
The predicted salary is between 30000 - 40000 £ per year.
Location: Kidderminster
Hours: Full Time
Term: Permanent
Why join mfg?
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
Comprising 21 fee earners and 18 support staff, the team is 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.
- In addition, 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:
- Competitive salary
- 22 to 25 days’ holiday on a full-time basis (plus additional days at Christmas and statutory Bank Holidays)
- Healthcare benefit scheme
- 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
- Annual colleague event
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 to arrange a confidential call to discuss this opportunity further.
Agencies please note – we have an agreed Agency PSL in place.
Trusts and Estates Executive in Worcester employer: MFG LEGAL SERVICES LIMITED
Joining mfg as a Trusts and Estates Executive in Kidderminster means becoming part of a highly regarded regional law firm that prioritises your professional growth and wellbeing. With a supportive culture, competitive benefits including a healthcare scheme and generous holiday allowance, and a commitment to work/life balance, you'll thrive in an environment where over 90% of employees feel proud to be part of the team. Here, you will have the opportunity to develop your expertise in trust administration while contributing to meaningful client outcomes and community initiatives.
Contact Details:
MFG LEGAL SERVICES LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trusts and Estates Executive in Worcester
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and accountancy fields. Attend local events or join online forums where you can meet people who might know about job openings at firms like mfg.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their values and how they align with your own. This will help you show that you're not just looking for any job, but that you genuinely want to be part of their team.
✨Tip Number 3
Practice your interview skills! Get a friend to do mock interviews with you, focusing on common questions for Trusts and Estates roles. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining mfg and being part of our fantastic team.
We think you need these skills to ace Trusts and Estates Executive in Worcester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trusts and Estates Executive role. Highlight your experience in private client, trust, tax, or legal environments, and don’t forget to mention any relevant qualifications or skills that align with what we’re looking for.
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 makes you a perfect fit. Be sure to mention our commitment to client care and how you can contribute to that.
Showcase Your Understanding of UK Trusts:Since the role involves managing UK trusts, it’s crucial to demonstrate your understanding of their statutory obligations and HMRC processes. Include specific examples from your past experiences that showcase your knowledge and skills in this area.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at MFG LEGAL SERVICES LIMITED
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of UK trusts and their statutory obligations. Familiarise yourself with HMRC processes and any recent changes in regulations. This will not only show your commitment but also help you answer technical questions confidently.
✨Showcase Your Client Care Skills
Since outstanding client care is crucial for this role, prepare examples from your past experiences where you’ve gone above and beyond for clients. Think about how you maintained strong relationships and resolved issues effectively, as this will resonate well with the interviewers.
✨Understand the Team Dynamics
Research the Private Client Team and its structure. Knowing who Valerie Robinson is and her role can help you tailor your responses to show how you would fit into the team. Mentioning specific team members or projects can demonstrate your genuine interest in the firm.
✨Prepare Questions That Matter
Have a few thoughtful questions ready to ask at the end of your interview. Inquire about the firm's approach to professional development or how they support work/life balance. This shows that you’re not just interested in the job, but also in the culture and values of the firm.
