At a Glance
- Tasks: Manage trusts and estates, assist with tax returns, and support senior team members.
- Company: Leading law firm with a top-notch Private Wealth team.
- Benefits: Competitive salary, hybrid working, and excellent career progression opportunities.
- Other info: Supportive culture with mentoring from industry experts.
- Why this job: Join a respected team and develop your expertise in private wealth management.
- Qualifications: Experience in trust administration or related fields, with strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Are you working in trust administration, private client tax, probate, estate administration, or a private wealth environment and looking for the next step in your career? This is an opportunity to join one of the UK's leading Private Wealth teams, working alongside recognised experts who advise high-net-worth individuals, families, trustees, business owners, and professional advisers on complex trust and estate matters. The team is continuing to grow and is looking for a Trust Administrator who is keen to develop their technical expertise, take on greater responsibility, and build a long-term career within Private Wealth.
Whether you're currently working within a law firm, accountancy practice, trust corporation, family office, or wealth management business, this role offers exposure to high-quality work, excellent mentoring, and genuine progression opportunities.
What makes this opportunity stand out?
- Join a highly regarded Private Wealth team with an outstanding reputation in the market
- Work closely with experienced Partners, Trust Managers, tax specialists, and private client lawyers
- Exposure to a broad range of trusts, estates, tax, succession planning, and wealth preservation matters
- Hybrid working and a supportive, collaborative culture
- Clear opportunities for development and career progression
- Excellent platform for those studying ATT, CTA, STEP or other professional qualifications
The role will involve:
- Managing the administration of trusts and estates
- Assisting with trust accounts and trust tax returns
- Calculating Inheritance Tax, Capital Gains Tax and Income Tax liabilities
- Liaising with clients, trustees, accountants, investment managers and HMRC
- Assisting with trustee meetings, minutes and ongoing trust management
- Processing trust distributions and payments
- Supporting senior members of the team on a wide variety of private wealth matters
About you: We're interested in speaking with individuals who have experience within trust administration, estate administration, probate, private client tax, trust taxation, fiduciary services, or a related area.
You may already be working as a:
- Trust Administrator
- Trust Officer
- Trust & Tax Assistant
- Private Client Tax Assistant
- Estate Administrator
- Probate Executive
- Private Wealth Assistant
- Fiduciary Administrator
Most importantly, you'll have a genuine interest in developing a career within trusts, estates and private wealth, together with strong organisational skills and excellent attention to detail. If you're looking for a role where you'll be supported, challenged and given the opportunity to build specialist expertise within a highly respected team, we'd love to hear from you.
Competitive Salary + Excellent Benefits
Trust Administrator – Private Wealth in Cheltenham employer: Office Collective
Join a leading law firm in Manchester, renowned for its exceptional Private Wealth team, where you will benefit from a hybrid working model and a collaborative culture that fosters professional growth. With access to high-quality work and mentorship from industry experts, this role offers clear pathways for career advancement while you develop your technical skills in trust administration and estate management. Enjoy competitive salary packages and a supportive environment that values your contributions and ambitions.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator – Private Wealth in Cheltenham
✨Network Like a Pro
Get out there and connect with people in the private wealth sector! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in trust administration and any relevant qualifications. We want to see your passion for private wealth shine through, so don’t hold back on sharing your achievements!
✨Prepare for the Interview
Do your homework on the firm and the role before the interview. Familiarise yourself with their work in trusts and estates, and think about how your background fits in. We recommend preparing some thoughtful questions to show you’re genuinely interested in the position.
✨Apply Through Our Website
If you’re keen on this Trust Administrator role, make sure to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Trust Administrator – Private Wealth in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that are relevant to trust administration and private wealth. Highlight any specific roles or responsibilities that align with what we're looking for in a Trust Administrator.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about private wealth and how your background makes you a great fit for our team. Be genuine and let your personality come through.
Showcase Your Attention to Detail:In trust administration, attention to detail is key. Make sure your application is free from typos and errors. This not only shows your professionalism but also your commitment to quality work, which we value highly.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you'll find all the details you need about the role and our team!
How to prepare for a job interview at Office Collective
✨Know Your Trusts
Make sure you brush up on your knowledge of trusts and estates before the interview. Familiarise yourself with different types of trusts, tax implications, and recent changes in legislation. This will show your genuine interest in the field and help you engage in meaningful discussions.
✨Showcase Your Experience
Prepare to discuss your previous roles in trust administration or related areas. Be ready to share specific examples of how you've managed trust accounts, calculated tax liabilities, or liaised with clients and trustees. This will demonstrate your hands-on experience and readiness for the role.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the team, the firm's approach to private wealth, and opportunities for professional development. This not only shows your enthusiasm but also helps you assess if the firm is the right fit for you.
✨Emphasise Your Attention to Detail
In trust administration, attention to detail is crucial. Be prepared to discuss how you ensure accuracy in your work, whether it's in managing trust distributions or preparing tax returns. Highlighting this skill will reassure the interviewers that you can handle the complexities of the role.
