At a Glance
- Tasks: Manage trusts and estates, assist with tax returns, and liaise with clients and professionals.
- Company: Leading law firm with a top-notch Private Wealth team in Manchester.
- Benefits: Competitive salary, hybrid working, and support for professional qualifications.
- Other info: Great career progression opportunities and a collaborative culture.
- 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 Lincoln employer: Office Collective
Join a leading law firm in Manchester that offers a dynamic and supportive work environment for Trust Administrators in the Private Wealth sector. With a strong emphasis on employee development, you will have access to excellent mentoring, hybrid working options, and opportunities to progress your career while working alongside industry experts on complex trust and estate matters. This is an ideal place for those looking to enhance their technical skills and build a rewarding long-term career in a collaborative culture.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator – Private Wealth in Lincoln
✨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 the field, so share specific examples of your work and how you’ve made an impact in previous roles.
✨Prepare for the Interview
Do your homework before the interview! Research the firm and its Private Wealth team, and be ready to discuss how your background fits into their needs. We recommend preparing some thoughtful questions to show your genuine interest in the role and the company.
✨Apply Through Our Website
Don’t forget 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 the initiative to engage directly with us. Let’s get you on board!
We think you need these skills to ace Trust Administrator – Private Wealth in Lincoln
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience in trust administration and private wealth. Highlight relevant roles and responsibilities that align with what we're looking for, like managing trusts or liaising with clients.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine interest in the role and how your background makes you a great fit for our Private Wealth team. Don’t forget to mention any professional qualifications you're pursuing!
Showcase Your Skills:We want to see your organisational skills and attention to detail. Include examples of how you've successfully managed tasks in previous roles, especially those related to tax calculations or estate management.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker. We can't wait to hear from you!
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.
