At a Glance
- Tasks: Support high-net-worth clients with trust and estate administration in a dynamic team.
- Company: Join an award-winning legal team known for its entrepreneurial culture.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Collaborative environment with exceptional career progression opportunities.
- Why this job: Gain expertise in private wealth while making a real impact on clients' lives.
- Qualifications: Experience in trust or estate administration and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Are you looking to build a long-term career within Private Wealth and become part of one of the UK's most highly regarded legal teams? An exciting opportunity has arisen for a Trust Administrator to join an award-winning Private Wealth department that continues to go from strength to strength. This is a fantastic opportunity for someone with experience in trust or estate administration who is looking to deepen their technical expertise and develop their career within a supportive, collaborative, and ambitious environment.
Working closely with Partners, senior lawyers, and specialist trust professionals, you will gain exposure to a broad range of trust administration, tax, and estate matters, supporting high-net-worth individuals, families, trustees, and professional advisers. The team prides itself on providing exceptional client service while fostering a culture where individuals are genuinely supported in their professional development.
The role offers a unique opportunity to learn from recognised experts in the field and develop specialist knowledge across trust administration, taxation, probate, and estate planning.
Key responsibilities will include:
- Liaising with clients, trustees, accountants, financial advisers, and investment managers
- Assisting with the preparation of trust accounts and trust tax returns
- Supporting the administration of a varied portfolio of trusts and estates
- Calculating trustee liabilities including Inheritance Tax, Capital Gains Tax, and Income Tax
- Preparing documentation for trustees' meetings and attending meetings to take minutes where required
- Managing trust payments and distributions, including capital and discretionary income distributions
- Assisting with the preparation and review of investment policy statements
- Communicating with HMRC and supporting compliance requirements
- Supporting supervisors and partners with ongoing client matters and billing processes
The successful candidate will possess:
- Previous experience within trust administration, estate administration, or private client work
- Exposure to trust taxation and trust tax return preparation
- Excellent attention to detail and organisational skills
- Strong written and verbal communication abilities
- A genuine passion for private wealth and trust administration
- The ability to manage competing priorities while maintaining exceptional levels of accuracy
- A proactive and client-focused approach to work
Experience using CCH or similar tax software would be beneficial, although training can be provided. This is an opportunity to join a firm that is widely recognised for its entrepreneurial culture, exceptional client service, and commitment to investing in its people. The Private Wealth team has an outstanding reputation in the market and offers high-quality work, genuine career progression opportunities, and a supportive environment where individuals are encouraged to grow and succeed.
If you are looking to take the next step in your Private Wealth career and join a team where your development is truly valued, we would love to hear from you.
Competitive salary & benefits
Trust Administrator – Private Wealth in Manchester employer: Office Collective
Join a leading Private Wealth department in Manchester, where you will be part of an award-winning team dedicated to exceptional client service and professional development. With a strong focus on collaboration and support, this role offers the chance to deepen your expertise in trust administration while benefiting from a culture that prioritises employee growth and career progression. Enjoy competitive salary and benefits in a dynamic environment that values your contributions and fosters your success.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator – Private Wealth in Manchester
✨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 estate matters. We want to see your passion for private wealth shine through, so share specific examples of how you've tackled challenges in previous roles.
✨Prepare for the Interview
Do your homework before the interview! Research the firm’s values, recent achievements, and their approach to client service. We want you to come across as genuinely interested and knowledgeable about the company, which will definitely set you apart from other candidates.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get you on board!
We think you need these skills to ace Trust Administrator – Private Wealth in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in trust or estate administration, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine passion for private wealth and trust administration. Mention why you’re excited about this opportunity and how you can contribute to our award-winning team.
Showcase Your Communication Skills:Since the role involves liaising with clients and professionals, make sure your written application demonstrates strong communication abilities. Keep your language clear and professional, but let your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity in our Private Wealth team!
How to prepare for a job interview at Office Collective
✨Know Your Trusts
Make sure you brush up on your knowledge of trust administration and estate matters. Familiarise yourself with key concepts like Inheritance Tax, Capital Gains Tax, and Income Tax. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Communication Skills
Since the role involves liaising with clients, trustees, and financial advisers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, especially in complex situations. This will highlight your strong verbal and written communication abilities.
✨Demonstrate Attention to Detail
Trust administration requires a keen eye for detail. Bring along examples of your work that showcase your organisational skills and accuracy. You might even want to prepare a brief case study of a past project where your attention to detail made a significant impact.
✨Ask Insightful Questions
Prepare thoughtful questions about the team’s approach to client service and professional development opportunities. This not only shows your genuine interest in the role but also helps you gauge if the firm’s culture aligns with your career aspirations.
